Your dashboard
What the home page shows and how AxisIQ decides which dashboard you see.
The dashboard is the page you land on after opening a workspace. It can be one of three things.
Which dashboard you see
AxisIQ picks the first that applies:
- Your home page. A report you chose as your own home in Analytics.
- The workspace's default home. A report the setup assistant saved for everyone.
- The workspace overview. The standard console described below.
If your chosen report is deleted, you fall back to the next one. The workspace overview stays reachable even when a report is your home. Use Workspace overview in the left menu (shown once you have starred more than one report), or open /dashboard/console.
When a report is your home
The report is shown read-only with its title and an Open in Analytics button. Once you have starred more than one report, the left menu appears with Your reports: Workspace overview, your favourites grouped by tag, and All reports. To make a report your home or favourite, see Analytics.
The workspace overview
A greeting that changes with the time of day (for example "Good morning, "), then "Money in, money owed, and the work moving through your org."
- Time range switch: 7d, 14d or 30d.
- New order and New invoice buttons, shown only when your workspace has those record types.
- A strip of record types with recent activity.
- Key metrics: Invoiced, Collected, Outstanding and New orders, each with a small trend line.
- Money movement: invoiced and collected per day. With no activity it says "No money movement yet".
- Latest records: the newest orders, invoices, payments and customers. Click a row to open its page.
- Unpaid invoices: open invoices, with an "open" count badge.
- A work queues panel with a Create a queue button if you have none.
- An Ask Axis card with example questions.
Panels only appear for record types your workspace has. A workspace built for a different kind of business may show only a few of them. Amounts use your workspace's default currency.