Dashboard overview

The Dashboard is your summary of the operation. Open it from Dashboard. The page is headed Dashboard with the subtitle “Operations, finance and care at a glance.” and has three tabs: Today, Operations and Finance.

Today is the one you work from. It is a worklist, and almost everything on it opens the register behind it. Operations and Finance are read-only analysis.

Today tab

Everything waiting on the office, worst first, then the deadlines, then the money.

What needs me today

“Everything waiting on the office, worst first.” Five columns: Needs action, Count, Value, Oldest and Urgency, with a chevron that opens the matching register.

A row only appears when it has something in it, so an empty queue is a short queue. When nothing is outstanding at all, the card reads Nothing needs you right now with “No overdue items, no expiring checks and nothing waiting to be invoiced.”

Row	What it counts	Opens
Shifts need a worker	Shifts with nobody allocated.	Scheduling
Timesheets awaiting approval	Clocked-off assignments the office has not approved yet.	Assignments
Finance rows need review	Finance rows blocked in Needs review.	Billing
Ready to invoice	Reviewed rows waiting to be batched.	Billing
Claim lines rejected	Claim lines the NDIA sent back.	Payments
Incidents past reportable deadline	Open reportable incidents whose notification deadline passed.	Incidents
Worker checks expiring	Worker compliance items expiring or already expired.	Workers
Plans ending	Current participant plans coming to an end.	Participants
Agreements awaiting signature	Service agreements drafted or sent but not signed.	Participants
Tasks overdue	Tasks past their due date.	Tasks

Value is filled in only for the money rows; the others show a dash. Oldest is the age of the oldest item in whole days, and is blank on rows that look forward rather than back.

Urgency is what sets the order. Passed deadlines and lost money come first (Overdue, Expired, Rejected), then things going stale (Needs review, Due soon, Going stale), then your own next actions (Ready, To approve), then the merely informational (Awaiting signature, Upcoming). Ties break on age, then on the largest amount.

The deadline clocks

Four tiles under the queue, each one a link:

Clock	What it counts
Reportable incidents	Open reportable incidents due for notification within 24 hours or already past, with how many are past deadline.
Worker checks	Worker checks expiring within 30 days, with how many have already expired.
Plans ending	Current plans ending within 60 days, with the soonest date.
Agreements not signed	Service agreements still in draft or sent, with how many are sent and awaiting signature.

A zero is genuinely good news on all four, so a zero clock reads green (“Nothing expiring in 30 days”, “Every agreement is signed”) rather than red.

Money pipeline and the rest of the tab

Money pipeline (“Delivered work through to cash received. Last 18 months.”) is one rail of six stages, left to right, each showing an amount, a count and a link to the register behind it:

1. Delivered, not billed: finance rows for delivered work not yet on a batch.
2. Needs review: rows blocked in review. A chip appears when any of them is more than 30 days old, because a row that old has stopped being a queue item.
3. Batched (draft): draft invoice batches.
4. Issued: finalised batches.
5. Claim results: NDIA claim lines returned, with a chip counting rejections.
6. Cash received: payments and recoveries recorded, with anything still outstanding on issued batches underneath.

A line under the rail splits the claim outcomes into Accepted, Rejected and Paid partial, with matched and unmatched counts as a muted detail. Once invoices have gone across to Xero, the same line ends with a count of them, for example “6 invoices synced to Xero”. Until any claim results are imported it reads “No claim results imported yet.”

Plan budget utilisation totals every current participant plan:

Figure	What it counts
Allocated	The full dollar amount allocated across current plans.
Used	The percentage committed, with the dollar figure underneath. Committed spend already includes anything invoiced, so nothing is counted twice.
Remaining	Allocated minus used.
At risk	Plans flagged Over or Under, with the split underneath. Over means more than 100% of the allocation is used. Under means the plan ends within 90 days with less than 60% used.

The donut alongside splits the allocated total by support category (Core, Capacity Building and Capital), each with its dollar value and a Total.

Upcoming shifts (“Starting from now.”) lists up to five shifts from right now onward, in start-time order, so it can reach into tomorrow if today is nearly done. Each row shows the participant, the time range and the worker, a status badge, and up to two warning badges (Unassigned, Unpublished, Expired worker check). View all, in its header, opens Scheduling and only appears for owners and admins. Beside the list, Today’s shifts counts what is scheduled to start today.

Operations tab

Roster health and compliance over the recent past. Read-only.

Widget	What it counts
Fill rate (8 wks)	Share of shifts filled over the 8 weeks ending this week, with the unfilled-of-scheduled count underneath. With nothing scheduled it shows a dash and “No shifts scheduled in range”.
Cancellation rate	Share of shifts cancelled over the same window, with the cancelled count underneath.
Hours scheduled (8 wks)	Total rostered hours over the window, with the average per active week underneath.
Timesheets to approve	Clocked-off assignments waiting on the office, with the age of the oldest. The same figure as the Today queue’s row, and it opens Assignments.
Shift fulfilment	Line chart of scheduled shifts versus unfilled, by week over the last 8 weeks.
Hours scheduled	Bar chart of total shift hours per week over the same 8 weeks.
Compliance expiries	Worker checks expiring in the next 90 days, bucketed by days left, plus a list of up to six upcoming expiries. Checks marked “not required”, or with no expiry date, are not counted.
Shift status	Donut of the shift status mix across the last 8 weeks.
Worker compliance	Donut of every non-archived worker by status: Current, Expiring, Blocked, Missing, or Not Required.
Incidents	Donut of incidents, open and resolved, by status.

Finance tab

Budgets, ageing and revenue. The invoiced, settled and outstanding totals are deliberately not repeated here: they are stages of the money pipeline on Today, in the order the money actually moves, and each one is clickable there.

Widget	What it counts
Participant budgets	Up to eight current participant plans, at-risk plans first (Over, then Under, then everyone else), then soonest plan end, then largest allocation. Plan end shows in days, in red at 30 days or fewer, or a dash if no end date is set.
Aged receivables	Bar chart of outstanding finalised invoices by age, bucketed 0-30, 31-60, 61-90 and 90+ days, aged from each invoice’s date against what is still outstanding on it.
Revenue by month	Bar chart of invoiced totals (excludes void) over the last 6 months, by invoice date.
Revenue by funding type	Donut of invoiced totals (excludes void) by funding management type.