The dashboard in Jüulio™ is a powerful tool designed to provide a comprehensive overview of your business activities, from time tracking to project management. This guide will walk you through how to effectively utilize the dashboard to monitor and manage various aspects of your organization.
Accessing the Dashboard
- Log In: Upon logging into your Jüulio™ account, you will be directed to the dashboard by default. This is where you can instantly get insights into various operational aspects of your business.
Understanding Time Tracking
- Time Tracking Overview:
- Default View: Initially, the dashboard may show no activity if no time tracking has been recorded for the selected period.
- Selecting Dates: To view time tracking data, navigate to the date section at the top of the dashboard and select specific dates for which you believe data exists.
Viewing Employee Activities
- Activity Monitoring:
- As employees perform their tasks, their activities, including images or screenshots, can be viewed on the dashboard.
- Time Entries: Observe how employees log their time, either manually or using the time tracker available on the dashboard.
Managing Tasks and Projects
- Task Overview:
- The dashboard displays ongoing tasks and the progress on these tasks.
- Project Progress:
- View the overall progress of projects directly from the dashboard to gauge how different initiatives are advancing.
Customizing the Dashboard
- Adjusting Widgets:
- You can customize what information is displayed by adding or removing specific widgets on the dashboard, tailoring it to show the data most relevant to your needs.
Analyzing Work and Activity Metrics
- Work Metrics:
- The dashboard provides insights into how much work has been done by employees over a selected period and the completion percentage of activities.
- Detailed Insights:
- Utilize the dashboard to fine-tune and expand information visibility about work hours, activities completed, and overall employee engagement.
Managing Accounting Information
- Financial Tracking:
- Access accounting metrics such as total income, expenses, profits, and bonuses paid directly from the dashboard.
- Periodic Financial Overview: Use the date selection tool to view financial data for specific periods to understand your financial standing better.
Overseeing Project Management
- Project Tracking:
- Monitor ongoing projects and their daily requirements.
- Direct Access: Click through to the main projects area for a detailed view and management options.
Monitoring Teams
- Team Performance:
- Track how teams and individual members are performing on their tasks within the dashboard.
- Team Composition: View how team members are distributed across different projects and their contributions.
Conclusion
The dashboard in Jüulio™ serves as the nerve center for your business operations, providing critical insights at a glance. By effectively using the dashboard, you can enhance your operational oversight, improve productivity, and make informed decisions based on real-time data. This guide should help you navigate and maximize the potential of your Jüulio™ dashboard.