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Never miss what needs attention today
Revenue, pipeline and outstanding work are visible the second you log in, not buried in reports.
Leads with what needs a decision today, not a raw table.
Your home screen
The whole business on one screen
Insights, latest materials, profiles and factories the moment you log in.
The dashboard is the home screen of the workspace — business insights, newly added materials, supplier profiles and factories, and shortcuts into whatever you were doing last.
01 / What it does
Dashboard, in practice
Log in and see exactly what needs a decision today — overdue invoices, stalled quotes, at-risk deliveries — instead of piecing it together across five screens.
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Spot new sourcing options first
See newly added materials the moment they land, before a competitor specifies them.
New materials surface automatically — specs stay current.
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Find new suppliers without searching
Fresh company and factory profiles surface as sourcing options you didn't have last week.
New supplier profiles appear as options you didn't have last week.
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Never lose your place
Jump straight back into the exact project or quote you were working on, no hunting required.
Draft quotes and open projects are one click from resuming.
02 / How it works
01
Log in
Know where the business stands the moment you open the laptop.
- Log in and the workspace opens on the state of the business, not an empty search box.
- Views are role-aware, so sales, specification and finance each see what matters to them.
02
Scan
See what needs a decision today, without digging through five screens.
- Scan the signals: pipeline, receivables, deliveries, approvals waiting on you.
- Anomalies are flagged rather than left for you to spot in a chart.
03
Dive in
Get straight to work on the exact record, with no hunting required.
- Drill from a signal into the project, quote or client behind it.
- Hand the follow-up to the agent and it drafts the next action for you.
03 / In depth
The state of the business on one screen
Chasing information across five different places is time a director or a salesperson does not get back. The dashboard puts the numbers that need a decision today in one view.
Built around what needs action
Catching a quote that has gone quiet or a delivery at risk early is what keeps it from turning into a lost sale or an angry client, so rather than vanity charts, the dashboard leads with items waiting on you: quotes that have gone quiet, deliveries at risk, invoices past due, requests unanswered.
One click into the work
Getting from a number to the underlying record quickly is what turns a dashboard into decisions instead of a report nobody acts on. See three overdue invoices, click through, and you are in the record — the dashboard is the way into the day's work, not a report about it.
04 / Use cases
Where Dashboard earns its place
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Owners and directors
See pipeline, cash and delivery risk in a single morning check.
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Sales teams
Work the list of open quotes and unanswered requests.
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Finance
Track receivables, ageing and issued documents.
05 / Who it's for
Dashboard is built for the people who specify, buy and sell materials.
Insights, latest materials, profiles and factories the moment you log in.
Owners
Managers
Sales teams
06 / Questions
Frequently asked
Is the dashboard configurable?+
Yes — the panels adapt to the modules your workspace uses.
Can the dashboard be tailored per role?+
Yes — sales, finance and delivery see the metrics relevant to their work.
Is the data live?+
Yes, it reflects the current state of quotes, projects and invoices.
Can I export figures?+
Yes, for reporting or your accountant.
07 / Explore Next
