The dashboard widgets at a glance

The dashboard (sidebar → Dashboard) is made up of widgets — fifteen are available, each individually addable and arrangeable.

In all plans (10 widgets)

• Metrics — the four status tiles, covered in detail in the metrics article
• Order distribution — how the orders are spread across the statuses
• Active orders, Released orders, Open quotes — the respective lists with a direct jump; "Active orders" also shows the delivery date (see below)
• Delivery dates — open orders whose promised delivery date is at risk (see below)
• My orders — your own assignments
• Quote KPIs — the number of open quotes as well as the most recently accepted and rejected ones
• Today's tasks — what is due today; the only widget visible to all roles
• Recent activity — the latest events in the business

Most widgets are aimed at Admin, Planner and Team lead — employees see a correspondingly leaner dashboard. Three are narrower: Open quotes, Quote KPIs and Recent activity are visible to admin and planner only; My orders, by contrast, is visible to every role except Purchasing/Warehouse, and Material warnings additionally to Purchasing/Warehouse.

From Pro (5 widgets)

Workstation utilization, Conflicts by type, Conflict overview, Material warnings and Employee utilization — they feed from the Pro features conflict engine, inventory and capacity planning.

Keeping delivery dates in view

The "Delivery dates" widget is part of the default layout and is aimed at admin, planner and team lead. It lists open orders (Draft, Planned, Released, In progress) with a delivery date entered, where one of the following applies:

• The planned end is after the delivery date (red).
• The delivery date has passed (red, e.g. "Delivery date exceeded by 2 working days").
• The delivery date is today or at most 2 working days away (amber, e.g. "Delivery date today" or "Delivery date in 1 working day").

The earliest delivery date is at the top. The widget shows at most 5 rows with order title, message and date; a click opens the order. The number in the header counts all hits, and if there are more than five, a link such as "3 more in the order list →" leads to the order list. If nothing is at risk, it reads: "No delivery dates at risk. Open orders appear here when their planned end is after the promised delivery date or when they are due within the next 2 working days." The widget counts the working days of your company calendar, without public holidays and company holidays. Quotes that have not yet been accepted do not appear here.

Anyone who has already customized their dashboard does not get the widget automatically: add it via "Edit" → "Add widget", or "Reset" restores the default layout including the widget (Customizing the dashboard).

In the "Active orders" widget the delivery date appears next to the planned period, e.g. "Delivery date 12.10.2026". Red means the planned end is after it. Amber means at most 2 working days of buffer. The tooltip gives the exact gap when you hover over it. Orders without a delivery date show nothing here.