Dashboards
Dashboards in JobNext provide real-time visual summaries of key performance indicators (KPIs) across all operational modules. They are designed to give managers and executives a quick, at-a-glance view of organizational health without needing to run individual reports.
Dashboard Types by Module
Each major module in JobNext has its own dashboard tailored to the specific KPIs relevant to that operational area.
| Dashboard | Key Metrics | Typical Users |
|---|---|---|
| Project Dashboard | Work completion percentage, cost variance, budget consumption, schedule status, BOQ progress | Project Managers, Site Engineers, Management |
| Finance Dashboard | Cash position, receivables aging, payables summary, revenue trends, P&L snapshot | Finance Managers, Accounts Team, Management |
| SCM Dashboard | Pending requisitions, PO status, stock levels, vendor performance, procurement pipeline | Procurement Managers, Store Keepers |
| HR Dashboard | Headcount, attendance rate, leave utilization, payroll cost, pending approvals | HR Managers, Department Heads |
| Plant Dashboard | Equipment utilization rates, maintenance due, asset allocation, fuel consumption | Plant Managers, Fleet Coordinators |
| CRM Dashboard | Prospect pipeline, enquiry conversion, active contracts, sales order status | Business Development, Sales Team, Management |
Real-Time KPIs
Dashboard data is pulled directly from live transactional data in JobNext. When a material receipt is recorded, a voucher is posted, or an attendance entry is made, the relevant dashboards update to reflect the current state.
Dashboard KPIs reflect the most recent data available in the system. There is no batch processing delay. However, if transactions have not been entered or are still pending approval, they may not yet be reflected in the dashboard totals.
Drill-Down Capability
Dashboards are not just static displays. Most dashboard elements support drill-down, allowing you to click on a summary figure to see the detailed data behind it.
How Drill-Down Works
- View a dashboard widget showing a summary metric (e.g., total outstanding receivables).
- Click on the metric or chart element you want to explore.
- The system opens a detailed view showing the individual transactions or records that make up the summary.
- From the detailed view, you can further filter or navigate to the source document.
For example, clicking on the "Pending POs" count in the SCM Dashboard takes you to a list of all purchase orders in pending status. From there, you can open any individual PO to review its details.
Common Filters
Dashboards support filters that let you focus on specific subsets of data:
| Filter | Description | Available On |
|---|---|---|
| Date Range | Restrict dashboard data to a specific time period. Useful for comparing performance across months or quarters. | All dashboards |
| Job | Filter to a specific project. Essential for project managers overseeing multiple jobs. | Project, SCM, Plant dashboards |
| Vendor / Customer | Focus on a specific party to review their related transactions and metrics. | SCM, Finance, CRM dashboards |
| Business Unit | Filter by organizational unit for multi-BU organizations. | All dashboards |
| Department | Filter HR and payroll data by department. | HR dashboard |
Using Dashboards Effectively
Daily Review
Make the dashboard your starting point each day. The Home screen in JobNext shows your pending approvals and key notifications, while the module-specific dashboards give you a broader operational view.
Weekly Management Review
Use project and finance dashboards during weekly review meetings to track progress against targets. The drill-down capability lets you investigate anomalies in real time during the meeting.
Monthly Reporting
Set the date range filter to the current month to generate monthly performance snapshots. Compare against previous months to identify trends.
If you frequently access a specific dashboard with particular filters, bookmark the filtered URL in your browser for quick access. This saves time when you need to check the same view repeatedly.