Dashboard – ReferenceDashboard overview

Dashboard overview

Reference for the areas of the Wholechain Dashboard.

Applies to: The Wholechain Dashboard.

Audience: All Wholechain users and anyone who needs exact labels, values, and behavior.

Conventions: Interface labels are in bold. This reference states what each control does; for step-by-step tasks, see the Dashboard help articles.

The Dashboard is the first module in the left sidebar, below the Wholechain logo and the company name. It is the page shown when a user signs in. It gives a high-level overview of account information, with shortcuts to modules, existing records, and resource creation.

Areas of the Dashboard

AreaLocationPurpose
MapMain portion of the pageShows waypoints for Locations
SettingsTop rightOpens the Settings screen on Personal Settings
AddTop rightOpens a drawer to begin adding a resource
Record-count tilesRight of the mapShow record counts and open modules
Notifications / Invites tableBottom leftShows account activity and sent invitations
Purchase order previewBottom rightShows supplier or customer purchase orders