Dashboard & Tasks
Your home base, and the to-do system that sits next to it. The dashboard summarises the whole business in clickable tiles; Tasks track internal work. (For customer problems, see Service cases — they're deliberately separate.)
📊 Dashboard
FurnFlow pulls one rollup of your tenant (scoped to the branches you may see) and renders it as clickable KPI tiles and charts.
KPI tiles
| Tile | Means |
|---|---|
| Revenue | Lifetime booked revenue for the workspace, with a trend sparkline. |
| Open orders | Orders still in flight (anything that isn't in a closed status). |
| Quotes (active) | Drafts + sent quotes that haven't been won or lost yet. |
| Active customers | Customers in the current workspace scope. |
| Deliveries this week | Deliveries scheduled in the next 7 days. |
| Installations | All-time installation count for the workspace. |
| Open service cases | Service cases still needing attention. |
| Open tasks | Internal to-dos across the team not yet done. |
Every tile is clickable. Clicking opens a breakdown popup — the underlying rows, a mini chart and quick actions that jump you to the filtered list (click Open service → the service queue).
Charts & blocks
- Revenue & orders trend (month over month) and branch comparison.
- Order status mix, top products, and inventory health (low / out / overstock, incoming, reserved).
- Recent activity — the latest events across orders, quotes, installs and cases.
The dashboard is role-aware — see role workspaces. Owners/managers get the full KPI wall; a buyer gets purchasing & reorder; drivers and installers get their day's work.
✅ Tasks
Tasks are internal team to-dos — "call the supplier", "double-check the Oslo order". They're not customer-facing.
Lifecycle
Field reference
| Field | Notes |
|---|---|
| Assignees | One or many people (multi-assignee), plus optional watchers. |
| Priority | low normal high urgent |
| Due date | Drives overdue highlighting & reminders. |
| Labels | Free-form tags for grouping. |
| Comments & attachments | A thread + files on the task. |
| Activity | An automatic log of every status/assignment change. |
Create & run a task
- New task — needs the
task.writeability (managers, support, owners and above by default). Set title, description, assignees, due date, priority. - Work it — open the detail drawer, comment, attach, flip to in progress.
- Hand off or block — re-assign, or mark blocked with a note while you wait.
- Close — mark completed; assignees are notified.
Tasks can be auto-created when work spawns work — resolving a service case or scheduling an installation can create a linked task so nothing slips.
📥 Approvals
When an action needs sign-off — a big discount, an order total override >10%, or a budget override — it creates an approval request. Managers and owners see an Approvals item under Home with everything awaiting their decision; approving applies the change, rejecting discards it.
↔️ Tasks vs Service — which do I use?
…it's internal work for your team. No customer is waiting on a published outcome.
…a customer has a problem (warranty, damage, repair). It needs a priority, SLA timer, evidence and a linked order.