Dashboards & Reports

1. Business Summary

Role-gated dashboards aggregating KPI widgets and operational metrics.

2. Business Value

Visibility for executives, managers, AMs, PMs.

3. Users / Stakeholders

Executives, managers, AMs, PMs, sales.

4. Workflows

• DashboardController::index() checks Entity 454 access.
• Builds report list dynamically.
• KPI calculations from various models (operations, finance, resources, satisfaction).

5. Sub-Features

• Per-role widget visibility.
• Customizable report list.

6. Business Rules

• Access governed by security engine.

7. Data Entities

Aggregations across most operational tables.

8. Entry Points

• dashboard/*.

9. Inputs & Outputs

• Inputs: role/brand context.
• Outputs: dashboard JSON / charts.

10. Integrations

• Internal data only (some KPI may pull from FreshSales-synced tables).

11. Calculations / Logic

• KPIs not centrally documented; 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 SQL likely difficult to validate without test datasets.

16. Source Code Evidence

• app/Controller/DashboardController.php (~2,482 LOC).