Overview
The Dashboard is the first screen you see when logging into WIZniche. It is designed to give you a "pulse check" on your business immediately.
The Dashboard is divided into two distinct views, which you can toggle between using the buttons in the top right corner:
Insight: Focuses on financials, sales performance, and historical data.
Production: Focuses on daily operations, active technicians, and immediate workflow tasks.
The Insight Dashboard
Switch to the Insight tab to view your money and sales metrics.
Daily Performance Cards (Top Row)
These four cards give you a snapshot of today's performance compared to the same date last month.
Revenue Earned Today: Total money brought in.
Jobs Completed: Count of finished jobs.
Paid Today: Total payments collected.
Jobs Booked Today: New jobs scheduled.
Note: These metrics are fixed to "Today" vs "Last Month" to help you spot immediate trends.
Sales Overview
This bar graph visualizes your sales performance.
Default View: Shows data for "This Month."
Filter: Use the dropdown menu to change the time range to see different periods.
Invoice Status Breakdown
Monitor your cash flow with two dedicated sections:
Open Invoices: Shows the value of invoices that are Past Due, Current, and Unbilled.
Paid Invoices: Shows a comparison of Overdue vs. Unpaid vs. Paid amounts.
Sales Leaders & Inventory Reorder
Who is selling the most?
This list ranks your employees based on Quotes Approved. It identifies who is closing the most deals, not just who is sending the most quotes.
Inventory Reorder section alerts you to stock shortages.
How it works: The system calculates a "Risk Percentage" based on your stock levels versus your reorder points.
If an item appears here, it means the quantity has dropped below your safety threshold and needs to be reordered immediately.
Purchase Orders
Purchase Orders: View the status of recent orders (e.g., "Ordered," "Shipped") to track incoming parts.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.