TaskFino

2.3 Dashboard Overview

Upon logging in, you will be directed to the dashboard, which provides a comprehensive overview of the system’s modules and key metrics. The dashboard includes:

  • Divisions
  • Departments
  • Designations
  • Employees
  • Roles

2.3.2 Lead Management

  • Lead Status Overview: Lead, Initial Contact, Meeting, Proposal Sent, Follow Up, Converted/Won, Lost
  • Lead Contact Status: Contacted, Not Contacted, To Be Contacted

2.3.3 Asset Management

  • Asset Categories Tracked: Laptop, Monitor, CPU, Laptop Bag, RAM, UPS, Mobile, Employee ID Card, PAS Controller, Microphone, Headphone etc
  • Details Monitored: Total Assets, Available, Assigned, Damaged

2.3.4 Employee Attendance

  • Attendance Summary (Today): Statuses: Present, Absent, Leave, Half Day, Early Exit

2.3.5 Milestone & Payment Tracking

  • Upcoming Due Milestones (Next 30 Days): Displays project title, amount, payment type
  • Overdue Milestones: Lists deadlines, amounts, and payment types

2.3.6 Project Status Summary

  • Project Progress Categories: Total, Approved, Pending, Not Started, Ongoing, Finished

2.3.7 Task Summary

  • Task Status Breakdown: Not Started, Ongoing, Completed
  • Visual Bar Chart: Displays overdue vs. not overdue task progress

2.3.8 Leave Summary

  • Pending Leave Requests: Lists employee names, applied dates, and days requested

2.3.9 Work Hour Monitoring

  • Less Work Hour Summary (Last Day): Tracks total worked hours and less duty hours
  • Personal Work Hour Graph: Displays monthly work hour trends

2.3.10 Financial Summary

  • Due Invoice Summary (Next 30 Days): Invoice-related details
  • Account Payslip Summary: Upcoming salary and other payment details
  • Income & Expense Summary (BDT): Expense vs. Income graph with totals

2.3.11 Employee Contract Management

  • Employee Agreement Renewals: Employee name, join date, renewal date

2.3.12 Notices and Holidays

  • Notice Board Summary: Displays announcements or notices
  • Upcoming Holidays: No upcoming holidays listed