Module dashboards
Live dashboards on the Support tickets, Quotes, Orders and Contracts pages — tiles, flow funnel, charts, highlights; records behind every number, Play and video.
The Support tickets, Quotes, Orders and Contracts pages open with a live dashboard. Support tickets is a dashboard from top to bottom (the list is on the List tab); on Quotes, Orders and Contracts the dashboard sits above the list, which stays unchanged below. The dashboards follow the Fair dashboard layout: numbers count up and charts draw when they scroll into view; if your operating system reduces motion there's no animation.
Records behind every number
Click a tile, a flow step, a chart bar or slice (in a donut, the legend row too) or a number in a table (or press Enter) and that number's records open on the right — the list has exactly as many records as the number you clicked; for amount slices the list total equals the slice. A row opens the record. Where the page has a matching list, Open in list opens it with the same filter (e.g. SLA breached, Expiring, Past due date, Expiring soon).
Hide charts
On Quotes, Orders and Contracts, Hide charts in the dashboard header collapses the flow, highlights and charts; the tiles stay and the list moves up. The choice is remembered per page in your browser. On phones the charts start collapsed.
Support tickets
The filters at the top (assignee, source, type, category, tag) apply to the whole dashboard.
| Section | Contents |
|---|---|
| Current metrics | Tickets open right now: New · In progress · On hold · SLA breached (plus those about to breach) · Unassigned. |
| Period metrics | In the chosen period (last 7 days · 30 days · 90 days · 12 months): Opened (vs the previous period) · Solved · Average resolution time · Solved within SLA (%) · Complaints. |
| Ticket flow | Opened in the period → Picked up (left New) → Solved → Within SLA; each step is a subset of the previous one. |
| Charts | Opened and solved per month (12 months) · Average resolution time (hours, 12 months) · Priority · Categories · Ticket type · Source · Open tickets by assignee (with status). |
| By assignee | Per assignee: opened in the period, open, SLA breached, solved, within SLA (%) and average resolution time — every number is clickable. |
| Up next | Open tickets ordered by SLA target (most urgent first). |
Within SLA: solved before the target time (the priority targets in Settings) ran out.
Quotes
Period: Last 90 days · Last 12 months (default) · All time; the sales rep filter applies to the dashboard too. Superseded (revised) quote versions aren't counted.
| Section | Contents |
|---|---|
| Tiles | Open quotes (presented; annual amount, drafts) · Awaiting approval (expiring within 7 days) · Accepted (period; amount) · Acceptance rate (accepted ÷ decided) · Average discount (vs list price). |
| Quote flow | Prepared → Presented to the customer → Decided (accepted + rejected) → Accepted, with amounts. |
| Charts | Quotes per month (by outcome: accepted · rejected · open · other) · Status · Discount distribution · Amount by rep (accepted · open) · Products · Companies. |
Amounts are the quote's annual value (monthly amount × 12, base currency). Accepted and Rejected follow the linked opportunity being won / lost.
Orders
Period and rep filter as on Quotes (rep: who entered the order or the company's owner).
| Section | Contents |
|---|---|
| Tiles | Open orders (quantity awaiting shipment) · Past due date · Partially shipped · Shipped this month (amount, shipments and orders) · Order amount (period). |
| Order flow | Opened (excluding cancelled) → Shipping started → Completed → On time (last shipment on or before the due date; orders without a due date count as on time). |
| Charts | Order amount per month (by type: first order · new order · win-back) · Shipped per month (shipment × unit price) · Status · Products · Companies · Reps. |
In the Shipped this month list each row is a shipment (with delivery note number and quantity).
Contracts
| Section | Contents |
|---|---|
| Tiles | Active (annual volume) · Expiring soon (within the notice period) · Awaiting signature · In preparation · Renewal rate (of contracts that ended in the last 12 months, the share renewed). |
| Contract flow | Created in the last 12 months → Sent for signature → Signed → Active. |
| Charts | End date calendar (next 12 months; renews automatically · renewal needed) · Type · Status · Companies (active annual volume) · Signed per month. |
A contract counts as renewed when a new-term contract was created from it (automatic renewal or Renew).
Play and video
Play in the header plays the dashboard full screen as a short animation (tiles, flow, monthly charts, breakdowns); Video downloads the same animation as MP4 / WebM. On phones the buttons are under ⋯ in the header. Play and video
On the phone
In the mobile app (3.1), Menu → Reports → Module boards: pick a board with the chips at the top; the period choice, tiles, flow, highlights and charts show the same numbers as the web board, and tapping a tile, flow step or chart slice opens its records from the bottom. On the web, tables switch to a card layout on narrow screens. Mobile app
Access
The dashboards follow module permissions: Support tickets needs Support, Contracts Contracts, Quotes and Orders the Opportunities module. Record visibility (team mode) applies to the numbers too.