لوحة المعلومات
This page provides a centralized overview of the solarVis account, presenting key project metrics and commonly used actions in a single, easy-to-read layout.
Purpose of This Page
The Dashboard is the main landing page of solarVis.
It is designed to help users quickly understand the current state of their operations by summarizing project activity and performance trends at a glance.
From this page, users can monitor how project volume is changing over time, access recently created projects, and initiate common actions required for daily operations.
What You Can Do Here
With the dashboard page, you can:
View how many projects were created during the current week and current month
Track the total number of projects available in the account
Create a new project directly from the Dashboard
Access frequently used setup and management actions through shortcuts
Review a list of recently created projects with key details
How It Works
The Dashboard automatically collects data from all projects you have permission to access.
Project metrics are calculated based on project creation dates and are continuously updated to reflect the most recent activity in your account. Trend indicators compare current values with previous periods to highlight increases or decreases in project creation.
The page is organized into four main sections:
Key Metrics
Displays high-level project statistics, including:
Projects created during the current week
Projects created during the current month
Projects created during 6 months
Total number of projects in the account
Visual trend indicators show whether project activity has increased or decreased compared to the previous week or month.
New Project
Provides a prominent entry point for creating a new project.
Selecting Create New Project starts the standard project creation flow, allowing you to quickly add a new project without leaving the Dashboard.
Quick Access
Offers shortcuts to commonly used administrative and setup actions, such as:
Inviting new members
Creating teams
Activating materials in the database
Creating preset cost sets
Each shortcut redirects you to the relevant management page.
Recent Projects
Lists the most recently created projects along with essential information, including:
Project name
Customer
Assignee
Facility type
Location
Creation date
Project names are clickable and allow direct navigation to the selected project for further review or updates.
Related Pages
If you have any questions about the Dashboard page, feel free to get in touch with us!
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