Utiliko Business Management Platform - Utiliko

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Dashboard contains statistical and analytical overview of all the modules in app. It contains twentyfive sections.

This Section displays the pinned details of projects, invoices, estimates, leads, tickets, opportunities, bugs, tasks, RMA. If there are no pinned details it won’t display the modules in all pinned details.
This Section displays the overdue list of opportunities, calls, meetings, deadlines, projects, tasks, invoices, estimates.

This Section displays the statistical report of the system with respect to Time.

  1. Select Pipelines The Name of the pipeline can be selected. The pipelines are fetched from settings
  2. Select UserThe Name of the user can be selected. By default, it selects the logged user. The name showed in drop-down list box based on logged user permission
  3. Period ButtonsThe statistics will be displayed based on the selected button
  4. Custom PeriodOn click opens a pop-up that gives user permission to select custom time period.

1.It Displays the project list

  • Project Name Displays the name of the project. On click navigates to the project details page
  • Client Display the name of the client.The client name display in red Color if the client is deleted
  • End Date Display the end date of the project

2.It Displays the task list

  • Task Name Displays the name of the task. On click navigates to the task details page
  • ClientDisplay the name of the client if the task is created for the client
  • Progress BarDisplay the progress of the task
  • End DateDisplay the end date of the task

3.It Displays the list of account with a balance

  • Account Name Displays the name of the account
  • BalanceDisplay the balance of the account

1.It Displays the list of agreements waiting for the client signature

  • Client Name Displays the name of the client. On click navigates to the client details page
  • StatusDisplay the status of the agreements
  • DateDisplay the date of the agreements

2.It Displays the list client signed agreements

  • Client Name Displays the name of the client. On click navigates to the client details page
  • StatusDisplay the status of the agreements
  • DateDisplay the date of the agreements

3.It Displays the recently accepted estimate list

  • Estimate Displays the estimate number. On click navigates to the estimate details page
  • ClientDisplay the name of the client
  • StatusDisplay the status of the estimate
  • DateDisplay the date of the estimate

1.It Displays the recently accepted proposals list

  • Proposal No Displays the proposal number. On click navigates to the proposal details page
  • Client/Lead NameDisplay the name of the client/lead
  • StatusDisplay the status of the proposal
  • DateDisplay the date of the proposal

2.It Displays the list of proposals waiting for approval

  • Proposal No Displays the proposal number. On click navigates to the proposal details page
  • Client/Lead NameDisplay the name of the client/lead
  • StatusDisplay the status of the proposal
  • DateDisplay the date of the proposal

3.It Displays the list of bills to pay

  • Vendor Name Displays the vendor name. On click navigates to the Vendor details page
  • Purchase OrderDisplay the purchase order number. On click navigates to purchase order details page
  • DateDisplay the date of the purchase order

1.It Displays the list of payments that has been failed

  • Client Name Displays the client name. On click navigates to the client details page
  • InvoiceDisplay the invoice number. On click navigates to invoice order details page
  • AmountDisplay the amount of the invoice
  • DateDisplay the date of invoice

2.It Displays the list of recently paid invoices

  • Client Name Displays the client name. On click navigates to the client details page
  • InvoiceDisplay the invoice number. On click navigates to invoice order details page
  • AmountDisplay the amount of the invoice
  • DateDisplay the date of invoice

3.It Displays the report of lead source

  • Lead Source Display the Lead source name
  • ReportDisplay the report in the percentage of lead source

4.It Displays the report of opportunity source

  • Opportunity Source Display the opportunity source name
  • ReportDisplay the report in the percentage of opportunity source

1.It Displays the settlement summary for the past six months in a graph view. Payments are done via credit card

  • Vertical Labels Display the amount
  • Horizontal LablesDisplays the past 6-month
  • # of paymentsDisplays the number of payments in graphical view
  • Payment amountDisplays the total paid amount of the month in graphical view

2.It Displays the payments for the selected year in graphical view

  • Select Year On click popups the calendar where a year can be selected
  • Horizontal Labels Display the months
  • Vertical Labels Display the amounts

1.It Displays the income and expense for the selected year in the graph view

  • Horizontal Labels (1) Display the months
  • Vertical Labels (2) Display the amounts
  • Select Year On click popups the calendar where a year can be selected

2.It Displays the income for the selected year in the graph view

  • Year 1 On click popups the calendar where a year 1 can be selected
  • Year 2 On click popups the calendar where a year 2 can be selected
  • Horizontal Labels Display the months
  • Vertical Labels Display the amounts

1.It Displays the expense for the selected year in the graph view

  • Year 1 On click popups the calendar where a year 1 can be selected
  • Year 2 On click popups the calendar where a year 2 can be selected
  • Horizontal Labels Display the months
  • Vertical Labels Display the amounts

2.It Displays the income account details in a graphical view

  1. Select Year On click popups the calendar where a year can be selected

It Displays the expense account details in a graphical view

  1. Select Year On click popups the calendar where a year can be selected
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