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The Dashboard will help you keep track of your business by showing useful information and tasks that needs to be performed. It is possible to create and customize different Dashboards for different roles, and when enabled it will be the first view you see when opening BRP Back Office.
Configuration
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To configure the Dashboard, your role needs the “Settings” and “Staff - Roles” right. |
1. Enable the Dashboard
The setting enableDashboard must be set to True (during the pilot).The setting useMembershipStatisticsFlag must be set to True if you want to show the “Use statistically for number of members” checkbox on the subscription products (optional)
To configure the Dashboard, your role needs the “Settings” and “Staff - Roles” right.
2. Set up the Widgets
The Widgets are the different cards you will see in the Dashboard. Most of the Widgets are already automatically created. The ones not created automatically are those that need a property, e.g. “Message to display”:
Widget | Property |
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Customer type expiring | Within days (i.e. customer type expiring within 30 days) |
My future bookings | Within days |
Image | Upload image |
Invoices overdue | Days after due day |
Message | Message to display |
New organization customers | Within past days |
Organization price list expiring | Within days |
Go to Configuration > Dashboard > Widgets
Add a widget by clicking on + (plus icon) and add a value for the chosen widget type property. The value must be an integer.
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