Dashboard

Dashboard

What this page is for:
 Home after sign-in. Sidebar Dashboard uses the same rule as login. /portal/dashboard only redirects — it is not a screen.

Where: Work sidebar → Dashboard (dashboard.view)

Which home you get:

1. Permission management_dashboard.view → Company Dashboard (/portal/company-dashboard)

2. Production/Sales-style access → Employee Dashboard (/portal/employees/dashboard)

3. Everyone else → User Dashboard (/portal/user-dashboard) — currently Still Under Development...

4. Permit-only accounts home at Permits, not these boards.

Logo in the header goes to the same default dashboard.

Company Dashboard

What this page is for:
 Management scoreboard: funnel, revenue vs goal, today. Click a metric to drill into the list.

Where: /portal/company-dashboard
 Title: Company Dashboard | Klaus Connect
 Loading: Loading scoreboard… / Loading locations…

Steps:

1. Location pills (ALL + branch codes) and range: WEEK, MONTH, QUARTER, YTD. Header example: THIS WEEK plus date span and DAY N OF 7.

2. Funnel (click to drill): LEAD (Good Opportunities created), SET (Active appointments scheduled), RUN (Appointments already started), SOLD (Revenue from jobs sold), INSTALLED (Revenue from jobs closed).

3. COMPANY OVERVIEW: REVENUE SOLD, AVG $ PER SOLD, AVG $ PER RUN; bars SOLD VS GOAL, LEADS VS GOAL, INSTALLED VS GOAL. Summary like WEEK N% ELAPSED · SOLD PACING AHEAD/BEHIND · INSTALLS AHEAD/BEHIND.

4. TODAY tiles: LEAD, SET, RUN, SOLD, INSTALLED, plus PROD RUN (opens Production Backlogs with Start Date = Today). Lead times line: ROOFING 2–3 WKS · REPAIR 4–6 WKS · GUTTER 4–5 WKS.

5. Drill-down modal: list for that metric/period. Empty: No records for this period. Footer link Klaus Connect Documentation (executive drill-down article).

Employee Dashboard

What this page is for:
 Personal home for Sales/Production: calendar plus your opportunities or jobs.

Where: /portal/employees/dashboard
 Title: Dashboard | Klaus Connect

Steps:

1. Greeting Welcome, {First} {Last}.

2. Calendar: Block, Show Hours / Hide Hours, views month/week/day.

3. Right pane: Opportunities (hidden if department is Production) and Estimates (label Jobs for production/crew).

4. Open a row to the opportunity or job.