Dashboards & Reports — business view

1. Business Summary

Role-gated dashboards aggregate KPI widgets and operational metrics.

2. Business Value

Visibility for executives, managers, AMs, PMs.

3. Users / Stakeholders

Executives, managers, AMs, PMs, sales.

4. Workflows

• Dashboard access checks role/entity privileges.
• Builds the available report list dynamically.
• KPI calculations run from various models.

5. Sub-Features

• Per-role widget visibility.

6. Business Rules

• Access governed by the security engine.

7. Data Entities

Aggregations across most operational tables.

8. Entry Points

• Dashboard screens.

9. Inputs & Outputs

• Inputs: role/brand context.
• Outputs: dashboard data and charts.

10. Integrations

• Internal data; some KPIs may reference FreshSales-synced tables.

11. Calculations / Logic

• KPI logic embedded in dashboard methods.

12. Status Lifecycle

• N/A.

13. Permissions

• Role/entity-based.

14. Reports & KPIs

• Job pipeline, AR/AP, satisfaction, productivity.

15. Risks & Observations

• Custom logic difficult to validate without test datasets.

16. Source Code Evidence

• app/Controller/DashboardController.php.