Dashboard
Use the dashboard to see what needs attention first.
The dashboard is the main operational overview. It gives users a quick way to understand trends, identify priority issues, and move into deeper workflows.
Best For
Operators, service leaders, and anyone who needs a fast read on the environment before taking action.
Overview
The dashboard should be documented as a place to monitor the health of the environment, not just as a static summary view.
Capture the main landing state with summary widgets and one or two charts visible.
Interpreting Signals
Help users understand what to look for instead of listing every widget generically.
- Look for unusual changes in totals, counts, or trend lines.
- Use dashboard signals to identify which customer or operational area needs follow-up.
- Document which indicators are informational versus action-driving.
Use The Dashboard To Start Work
The most useful documentation angle is to explain where users should go next after spotting an issue or trend.