Dashboard

1In one sentence#

The Dashboard is LumosCRM's command centre — the authenticated landing page every user sees first, giving them a personalised greeting, the business's key numbers, what needs their attention right now, what's on today, and a live feed of recent activity — all scoped to what they're entitled to see.

It turns "log in and wonder what to do" into "log in and know exactly where to start."

2Who it's for#

Everyone who logs in. It adapts to the user's role and data scope, so a relationship manager sees their work and a leader sees the wider picture.

3The core idea: three bands of "what matters now"#

The dashboard organises everything into three groups that load progressively so the page is instant:

   ┌─────────────────────────────────────────────────────────┐
   │  Good evening, Alex — Monday, 23 June 2026   [period][€] │
   ├─────────────────────────────────────────────────────────┤
   │  STATS   KPIs · revenue trend · receivables aging ·       │
   │          requests by status                               │
   ├─────────────────────────────────────────────────────────┤
   │  WORK    action queue · open requests · today's schedule  │
   ├─────────────────────────────────────────────────────────┤
   │  FEED    recent activity · upcoming reminders             │
   └─────────────────────────────────────────────────────────┘

A period and currency selector at the top reshape the figures, exactly like the Reports module — and the dashboard reuses the same visual building blocks for a consistent feel.

4What's on the dashboard#

Header#

A time-aware greeting (name + salutation + today's date), with period and currency selectors.

Stats band — the numbers#

• KPIs — the headline business metrics for the period.
• Revenue trend — income over time.
• Receivables aging — how much is outstanding and how overdue.
• Requests by status — the shape of the current service workload.

Work band — what needs doing#

• Action queue — the prioritised list of things needing attention (paginated).
• Open requests — live service requests.
• Schedule — what's coming up.

Feed band — what's happening#

• Recent activity — a live feed of changes across the CRM.
• Reminders — upcoming reminders.

Each band loads on demand (deferred), so the page appears immediately and fills in as data arrives.

5Capabilities at a glance#

6Security & performance#

• Per-user data scoping: every figure and list reflects only what the user is entitled to see.
• Built for speed: the dashboard uses single, bounded queries per widget and progressive (deferred) loading, so it stays fast even as data grows.

7Use cases & scenarios#

Use case A — Start the day#

A manager logs in, sees their action queue at the top, three requests due today on the schedule, and the activity feed showing what changed overnight — and knows exactly where to begin.

Use case B — A leader's pulse check#

An owner sets the period to this quarter, glances at KPIs, the revenue trend, and receivables aging, and gets the state of the business in seconds without opening a report.

8Glossary#

This document describes the Dashboard as currently built: a personalised, period- and currency-aware command centre with stats, work, and feed bands, scoped per user and loaded progressively.