Dashboard Overview

The Dashboard is the first screen you see after signing in and the home of your workspace. It gathers a snapshot of every active module, lets you launch any module in one click, and can be customised per user with widgets, a workspace layout, and personal shortcuts.

The dashboard lives at rederp.ai/modules/dashboard. Click the RedERP logo from any module to come back to it.

The top bar

The top bar stays visible in every module.

Module launcher

Click the grid icon to slide out the module list. It contains Dashboard followed by every module enabled for your company — for example Data Management, Sales, Point of Sale, E-commerce, Inventory, Procurement, Finance, CRM, Fleet Management, Manufacturing, Honorarium & Services, Priority Customer Support, Human Resources, Project Management, Cashflow Management, Tourism and Third-Party Integration. Modules you have not activated, or that your role cannot access, do not appear.

Notifications

The bell shows the number of unread notifications. The dropdown lists the latest ones — including security events such as Successful Sign-In with the location and IP address — with a Refresh action and View All Notifications to open the full list.

Profile menu

Header actions

The dashboard header greets you by name and offers up to four actions. Which ones you see depends on your role and permissions.

Invite Team Members

Opens a drawer to add a colleague to your company. Fill in First name, Last name, Email, Personal phone and Work phone, optionally pick a Branch, Position and Department, then click Send Invite. The new user receives a welcome email with a temporary password (see Sign In & Sign Up).

Edit Widgets

Switches the widget board into edit mode so you can add, resize, reorder and remove widgets.

Workspace

A workspace filters the module launcher and sidebar links to the ones your business really uses.

• Navigation mode — Full module list (no workspace), Use account workspace (shared by everyone in the company) or My personal workspace (only you).
• Workspace name — a label for your layout.
• Start from template — ready-made sets for Small Shops, Hypermarket, Restaurant, Coffee Shop, Travel Agency, Honorarium, Accountant and Small Manufacturer.

Click Save to apply or Cancel to leave everything unchanged.

Customize

Controls which sections the dashboard shows and in which order. Each section has a Visible switch and Move up / Move down arrows:

Reset to defaults restores the original layout. Pinned apps lists modules you have pinned for one-click access.

Subscription banner

When your subscription needs attention the dashboard shows a banner with the Status (for example active) and Payment state (for example pending). Click Complete subscription to open Subscription Management and finish checkout — paid modules unlock as soon as payment is confirmed. Details in Subscription Overview.

Quick setup

New companies see a two-step wizard next to the banner.

Switches are subject to your plan and permissions. Back returns to step 1, Hide dismisses the wizard — you can still browse every module from All apps → Open marketplace.

Key metrics

Key metrics shows one card per active module, in alphabetical order, so you can read the health of the whole business without opening anything.

• Cards with data display the headline number and two secondary figures — for example Data Management: 0 Products, 1 Supplier, 0 Clients, Human Resources: 1 Employee, or Association: 3 members, 3 active, donations year-to-date.
• Cards without data say No data yet — start using this module to unlock KPIs here and offer the most useful first action: Create your first invoice, Add your first product, Create your first purchase order, Create a deal, Add your first expense, Add a vehicle, Create a production order, Open POS, and so on.
• Open on every card takes you into the module.
• Point of Sale draws a 15-day daily gross sparkline; Cashflow Management has a Quick Actions menu; Tourism has its own settings gear.
• The 1 · 2 · 3 · 4 selector on the right sets how many cards fit per row. The choice is remembered.

If a card reports Some metrics could not be loaded, the module answered late or you lack permission for part of it — reload the page or ask an administrator.

Widgets board

Below the KPI cards sits your personal widget board. It starts empty.

Add a widget

Arrange the board

In edit mode every widget gets a − badge to remove it and a gear to open its settings (period, account, thresholds…). Drag a widget to reorder. The bottom bar offers Add Widget and Done. Changes are saved to your user profile automatically, so the layout follows you on any device.

Each widget is a live link: click Subscription to open Subscription Management, Team members to open User Management, Unread notifications to open the notification centre.

Widget catalogue

Widgets only show data for modules you can access; a widget for an inactive module stays empty.

Good to know

• The dashboard follows your language setting. Change it from Profile Settings; Arabic switches the whole layout to right-to-left.
• Accountant roles land on their reconciliation workspace instead of this dashboard. Referral (consultancy) accounts get a dedicated read-only dashboard.
• If your subscription is expired, cancelled or suspended, RedERP sends you to Subscription Management until it is renewed.
• Hidden buttons are not a bug: Invite Team Members, Edit Widgets, Workspace and Customize only appear for roles that are allowed to use them.

Need help?

• Request a demo
• Contact us