Advanced Dashboard
PMSuite has two dashboard modes. Private Dashboard (/account/dashboard) shows only the data that belongs to the currently signed-in user — their own tasks, leaves, and hours. Advanced Dashboard (/account/dashboard-advanced) is the full org-wide view: it aggregates data across every employee, project, client, and module, and is permission-gated so only users with the appropriate role can access it.
Who Can Use It
Users whose role grants access to the Advanced Dashboard — typically Company Admin. Access is controlled via Settings → Roles & Permissions.
Prerequisites
- A role that grants view access to the Advanced Dashboard.
- Relevant module records must exist for metric cards to populate. For example, revenue cards require at least one invoice or payment; attendance charts require attendance records for the current period.
How to Access
Direct URL: /account/dashboard-advanced
Or via the sidebar: Dashboard → Advanced Dashboard
The five module sub-dashboards have their own sidebar entries and direct paths:
| Module | Path |
|---|---|
| Sales | /account/sales-dashboard |
| Projects | /account/project-dashboard |
| HR | /account/hr-dashboard |
| Finance | /account/finance-dashboard |
| Workspace | /account/workspace-dashboard |
What the Advanced Dashboard Shows
Top-Level Metric Cards
The top of the Advanced Dashboard shows these org-wide summary cards:
| Card | What it measures |
|---|---|
| Total Revenue | Aggregate revenue across the organization |
| Active Employees | Current active headcount |
| Team Health | Org-wide team health indicator |
| Net Profit | Revenue minus expenses |
| Pipeline Value | Total value of active deals in the sales pipeline |
| Tasks Done | Tasks marked complete |
| Open Tickets | Support tickets not yet resolved |
| Overdue Invoices | Invoices past their due date with outstanding balances |
| Pending Leaves | Leave requests awaiting admin approval |
Charts
Three charts are included on the Advanced Dashboard:
- Revenue trends — time-series view of revenue over a selectable period.
- HR attendance breakdown — present, absent, and late counts across the team.
- Finance revenue vs. expenses — side-by-side comparison of income and spending.
Per-Module Summary Widgets
Below the metric cards, a condensed summary widget for each module links directly into the full module view:
- Sales — pipeline and revenue summary →
/account/sales-dashboard - Projects — project and task overview →
/account/project-dashboard - HR — headcount and attendance summary →
/account/hr-dashboard - Finance — invoice and expense overview →
/account/finance-dashboard - Workspace — ticket and event summary →
/account/workspace-dashboard
Clicking any widget navigates to that module's dashboard for deeper detail or to take action.
Private Dashboard vs Advanced Dashboard
| Private Dashboard | Advanced Dashboard | |
|---|---|---|
| Path | /account/dashboard | /account/dashboard-advanced |
| Data scope | Your own tasks, leaves, and hours only | All employees, projects, clients, and modules org-wide |
| Permission required | Available to all signed-in users | Permission-gated via Roles & Permissions |
| Use case | Personal daily check | Org-wide reporting and strategic overview |
Effect on Other Features
- All metric cards and charts draw from the same records in their respective modules — no separate data entry is needed for the dashboard to reflect current state.
- The Pending Leaves card reflects unapproved leave requests from the HR module. Approving a leave updates the count on the next page load.
- The Clock In/Out button is persistent at the bottom-left of the sidebar on every screen, including the Advanced Dashboard. Once clocked in, it shows the elapsed duration of the current session.
- The Advanced Dashboard is a view-only surface. To approve a leave, pay an invoice, or close a ticket, navigate to the relevant module via the widget links or the sidebar.
Limitations
| Limitation | Workaround |
|---|---|
| Metric cards show zero if no records exist in the related module | Populate the relevant module first; the dashboard reflects the current state on load |
| Access is permission-gated — users without the right role see only the Private Dashboard | A Company Admin can grant access via Settings → Roles & Permissions |
Troubleshooting
A metric card shows zero even though data exists. Confirm the relevant module has records and that your role has view access set to "All" for that module in Settings → Roles & Permissions. Permission changes don't always apply to an already-active session — log out and log back in after any change.
The Advanced Dashboard option is not visible in my sidebar. Your role does not include access. Ask a Company Admin to update your role in Settings → Roles & Permissions.
A chart shows no data. Charts populate from module records. Revenue trends require at least one payment record; attendance breakdown requires attendance records for the current period; revenue vs. expenses requires both invoice payments and expense entries.
Related Articles
- Dashboard Overview — Private Dashboard and the standard daily view
- My Calendar
- Roles & Permissions
- Clock In / Clock Out