Reading the dashboard
The dashboard is the first screen after you sign in, and it is written for the five minutes before anything leaves the building. It does not try to summarise the business. It answers one question: is there anything today that somebody has to do something about?
The four figures across the top
Going out and Due back are today, counted from the bookings themselves. Overdue is anything that should already have come back and has not. Short is stock promised to more bookings than you own units of.
Every figure is a link, and it opens exactly the list it was counted from — the same dates, the same statuses. A tile that says four and opens a list of six is worse than a tile that opens nothing, because the figure is the thing you act on.
Needs attention
Everything in this band is something Event Managr cannot resolve on its own. An overdue collection needs somebody to ring the customer. A shortfall needs somebody to decide which booking gets the chairs. Nothing here clears itself by waiting.
It is a short list on purpose. A dashboard that lists forty things gets scrolled past.
What “short” actually counts
A booking line only counts against your stock once the stock is physically out, or once the day it goes out has arrived. So the shortfall here answers “what is short on the shelf today” — not “what will be short in November”.
Future clashes are a different question, and the booking form answers it as you type. If you want the whole picture across dates, Conflicts under Inventory is the screen for it.
If it is nagging you about your business name
A new account names your company for you so signing up is four fields rather than a form. Until you change it, the dashboard points you at your business profile — that name is printed on every quote and invoice you send, so it is worth two minutes early on.
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