Dashboard
The first screen after signing in answers one question: what am I doing today? It is a board of tiles, each contributed by a module you have switched on, each showing only what the person looking at it is allowed to see.
Where to find it
Section titled “Where to find it”Dashboard in the main menu, and the page you land on after logging in. Your own layout is edited in place with Aanpassen (Customise); the layout everyone starts from is set under Instellingen → Dashboard (Settings → Dashboard).
What is on it
Section titled “What is on it”Every tile comes from a module. Switch a module off and its tiles disappear from the gallery along with it; hold no permission for what a tile reads, and it is never offered to you in the first place — a dashboard does not draw a card that would refuse.
| Tile | What it answers |
|---|---|
| Uren vandaag | What you have logged today, and whether a timer is running |
| Team deze maand | Total, billable share, revenue, and what still needs approving |
| Mijn openstaande taken | Yours, in four sections: overdue, today, this week and later |
| Openstaande taken per project / klant | Where the open work sits: per row how many are late, due today and due this week, ranked by urgency |
| Verlof | Your own balance, in hours and in days |
| Vandaag afwezig | Who is away, today |
| Openstaande facturen | What is outstanding, and how much of it is overdue |
| Openstaande offertes | Quotes still waiting for an answer |
| Budgetstatus | Every hour budget as over, almost spent or within, with the hours over |
| Projectbudgetten | The budgeted projects burning hottest, with their hours bar |
| Terugkerende omzet | The retainer book, per year, and what renews next |
| Nog te factureren | Work that is finished and not yet on an invoice |
| E-mails te beoordelen | Mail waiting for you to accept or reject it onto a client |
| Marketing | The client figures, in summary |
| Rapportages | The latest reports, and their state |
Every figure opens the list it counts
Section titled “Every figure opens the list it counts”A tile counts over the whole set, not over the rows it happens to show, and every figure opens exactly the list it is about.
- Mijn openstaande taken has four sections: Over tijd (overdue), Vandaag (today), Deze week (this week) and Later. Each heading carries its count and opens the task list with the same filter, so the heading and the list always agree. Vandaag is drawn at zero too, with its own sentence, so “nothing today” never looks like a missing section. Every row names the date and the distance (24 aug · over 3 dagen, 6 dagen te laat); Later starts folded. Tasks due on the same day are ordered by priority.
- Openstaande taken per project / klant puts on each row how many tasks are late, due today and due this week, and ranks on that; a zero draws nothing. Every number opens those tasks.
- Budgetstatus divides every hour budget into three bands: Over budget, Bijna op (almost spent) and Binnen budget (within budget), with the hours over summed under the first. Each band opens the project list with the same filter; an over-budget project visibly runs past the budget line in its bar.
The colours are the state’s (late, today, soon, fine) and never your brand colour, and every state carries a glyph as well, so the tile still reads in grey. When a tile is capped, it says so and points to the rest.
Making it yours
Section titled “Making it yours”- Press Aanpassen (Customise). The board switches to edit mode.
- Drag tiles into the order you want. Some are half-width and some full-width; the grid keeps its own shape.
- Add one from the gallery, or take one off the board. Removing a tile never removes anything but the tile.
- Leave edit mode. Your layout is saved against your account, not against the browser, so it follows you to another device.
An administrator sets the house layout under Instellingen → Dashboard. That is what everybody who has not arranged their own board sees — including everybody on their first day. Once somebody has customised their own, the house layout stops applying to them; there is deliberately no button that overwrites a colleague’s arrangement.
The client’s dashboard is a different board
Section titled “The client’s dashboard is a different board”A client with a portal login lands on a board of their own: one column, their tasks first, then their report, then the figures. It draws from the same machinery and a different gallery: a tile that links into a screen a client cannot open is never offered there, and your team’s house layout does not apply to them. Their tiles are Jullie taken, Werkzaamheden, Jullie rapportage, Marketing (the curated version, not the agency’s full set), Mijn abonnementen, Mijn facturen and Mijn domeinnamen. With several companies the board shows one company at a time and every tile switches along. See Client portal.
Permissions
Section titled “Permissions”The dashboard itself declares none — it is your own view of your own workspace. Each tile carries the permission of the data behind it, so a board is exactly as informative as its viewer is allowed to be. What is gated is arranging a board and, separately, deciding the one everybody starts from:
| Permission | What it opens | Default |
|---|---|---|
dashboard.prefs.read | Read a layout | Everyone |
dashboard.prefs.write | Arrange your own board | Everyone |
settings.dashboard.manage | Set the house layout everyone starts from | Administrator |