Dashboard

The Dashboard is CADrivit's main screen: it provides an overview of your business activity, key metrics, pending tasks, and shortcuts to the most common operations.

How to access

• Menu: "Dashboard" entry in the side navigation bar
• Address: /dashboard
• Who can use it: Administrator and User

Interface

The page is made up of eight sections arranged vertically in the order described below (some are conditional and appear only in specific circumstances).

Welcome header

Displays a personalised greeting with the user's name and a descriptive subtitle. If there are active orders (not yet delivered or cancelled), an orange-highlighted button "N active orders" appears and links directly to the orders page.

Getting started checklist (Onboarding)

Visible until all initial steps have been completed. Shows:

• A progress bar with the count of completed steps out of the total.
• A list of tasks with a green tick (completed) or empty circle (to do):
  • Company profile — configure logo and company details (/account/branding).
  • First product profile — add a window or door frame profile to the inventory (/inventory).
  • First client — register the first client (/clients?new=1).
  • First quote — create the first quote (/quote-builder?new=1).
  • Invite the team — add other users (/team).
• "Reopen setup wizard" button to return to the onboarding wizard.
• × button to permanently hide the checklist.

Automatic detection applies only to "First product profile", "First client", and "First quote": these are marked complete when at least one matching record exists in the system. "Company profile" and "Invite the team" are considered complete only when carried out through the setup wizard; they are not detected automatically.

When all steps are completed, or after the banner has been dismissed, the section disappears automatically.

Pending drafts

Appears only if there are quotes saved as drafts. Lists up to three drafts, each showing:

• Quote title.
• Associated client name (or "No client" if absent).
• Number of product lines.
• Time elapsed since the last save (e.g. "5 minutes ago", "2 days ago").

The entire row is clickable and opens the quote in the builder (/quote-builder?editId=<id>). The "Resume" label shown in the row is a decorative element, not a separate button.

The × button at the top right hides the panel for the current session.

Tasks

A panel for managing internal team activities. Contains:

• A text field for quickly adding a new task (press Enter to save).
• A list of open tasks assigned to the current user, with a checkbox to mark them as done and an icon to edit or delete them.
• "View all" link that leads to the full /tasks page.
• Previous / next page navigation when tasks exceed the widget page size.

Business KPIs

A strip of five metric cards. Each card shows the main value, a trend indicator compared to the previous month (up/down arrow), and a link to the related section.

Metric	Description	Link
Total quotes	Overall number of quotes in the system	/quotes
Approved revenue	Total sum of quotes in "Approved" status (€)	/quotes?status=Approved
Clients	Total number of registered clients; the trend shows new ones in the last week	/clients
Average €/m²	Average price per square metre across all approved quotes with a calculated area	—
Average margin	Average gross margin percentage on approved quotes with cost data; green ≥ 20%, red < 0%	—

"Approved revenue" and "Average €/m²" show — if there are no approved quotes with the required data yet.

Sales pipeline

Four clickable panels showing the count of quotes by status:

Status	Indicator colour
Draft	Grey
Sent	Blue
Approved	Green
Rejected	Red

Each panel is a link that opens the quote list filtered by that status (/quotes?status=<Status>).

Quick actions

Four shortcuts for the most common operations:

Action	Destination
New quote (highlighted)	/quote-builder
Quote pipeline	/quotes
Orders	/orders
Product catalogue	/inventory

Recent quotes

A table of the last six quotes created, sorted from most recent. For each one the following are visible:

• Quote title.
• Client name (or "No client").
• Creation date.
• Colour-coded status badge (Draft, Sent, Approved, Rejected).
• Total in euros.

Each row is clickable and opens the quote detail. The "View all →" button leads to the /quotes page.

If no quotes exist yet, an informational empty state is shown with a call-to-action to create the first one.

Operations

Adding a task from the Dashboard

1. Locate the Tasks panel.
2. Type the task title in the input field at the top.
3. Press Enter or click the confirm button.
4. The task appears in the list immediately.

Marking a task as completed

1. In the Tasks panel, click the checkbox to the left of the task.
2. The task is removed from the widget list (moved to the "completed" status).

Editing or deleting a task

1. In the Tasks panel, click the edit icon to the right of the task.
2. The edit dialog opens: update the title, description, or due date and save. To delete, use the "Delete" button in the same dialog.

Resuming a draft

1. In the Pending drafts panel, locate the desired draft.
2. Click the row (the entire row is clickable).
3. The quote builder opens with the draft loaded.

Completing the onboarding

1. In the Getting started checklist, click the step you want to complete.
2. Perform the operation on the destination page (e.g. add a client).
3. Return to the Dashboard: the step appears with a green tick.
4. Once all steps are completed the checklist disappears automatically.

Status messages and alerts

• "N active orders" button — orange, visible only when there are active orders. Disappears when all orders are delivered or cancelled.
• Getting started checklist — shown only if onboarding is not yet complete and has not been manually closed.
• Drafts panel — shown only if draft quotes exist; disappears when closed with × (for the current session).
• Recent quotes empty state — if no quotes exist, an informational message with a call-to-action to create one is displayed.

Notes and limits

• KPI data is calculated server-side when the page loads. Values refresh when you reopen or navigate to the Dashboard; some system events may trigger an automatic page refresh.
• Average €/m² and Average margin require approved quotes to have, respectively, a calculated area and cost data filled in.
• The Tasks widget shows only open (incomplete) tasks; to see all tasks — including completed ones or those assigned to other users — go to /tasks.
• Both Administrator and User see the same Dashboard; there are no role-restricted sections within this page.