Understanding the Home Dashboard
Updated 8/26/20261 min read
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Every module opens with a live KPI bar at the top (e.g., Active Purchase Requisitions, Pending Vendor Assignment, Purchase Orders Generated), followed by Quick Access Applications (one-click shortcuts to sub-screens) and Quick Actions (Feedback, Complaint, Report Bug, Integration).
KPI numbers update in real time as records change status. A card showing "4 Pending Vendor Assignment" tells a purchaser exactly what needs attention today, without digging through menus.
FAQ
Why does my KPI show 0?
No records currently exist in that status.
Do I need to refresh for updated numbers?
Usually not, but a manual refresh syncs any lag.
Is the dashboard the same for every role?
No, KPIs and shortcuts depend on your role.
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