Dashboard
The Dashboard is your home screen, providing an overview of harvest operations and key metrics. You can customize which widgets appear and how they’re arranged.
Customizing Your Dashboard
Section titled “Customizing Your Dashboard”Who can do this: All users can customize their own dashboard layout
The dashboard is fully customizable - you can:
- Show or hide widgets
- Rearrange widget positions
- Resize widgets (where applicable)
How to Customize
Section titled “How to Customize”- Look for the layout configuration icon (typically in the top-right of the dashboard)
- Click to enter edit mode
- Drag and drop widgets to rearrange them
- Use widget controls to show/hide or resize
- Click Save or Done when finished
Your layout preferences are saved and will persist across sessions.
Available Widgets
Section titled “Available Widgets”Harvest Discrepancy Overview
Section titled “Harvest Discrepancy Overview”Purpose: Identifies transactions that don’t match your harvest day setup
What it shows:
- Transactions with data mismatches (wrong room, picker not assigned, supervisor mismatch)
- Color-coded badges (green = correct, red = discrepancy)
- Filter by date range and specific rooms/pickers
- Bulk correction actions
Why it matters: This is the most important widget for maintaining data quality. Check it regularly to catch issues early.
Actions:
- Filter by date ranges (Today, Last week, Last month, etc.)
- Select multiple transactions to fix at once
- View detailed discrepancy reasons
Rooms with Active Transactions
Section titled “Rooms with Active Transactions”Purpose: Shows which rooms currently have harvest activity
What it shows:
- Room names
- Number of transactions per room
- Total weight picked in each room
- List of active pickers and terminals
When to use: Monitor ongoing harvest operations throughout the day
Filters:
- Date range selector
- Filter by specific rooms
Weight by Room
Section titled “Weight by Room”Purpose: Visual chart comparing harvest weights across rooms
What it shows:
- Bar or pie chart showing weight distribution by room
- Total weight for each room
- Comparative view of room productivity
When to use: Quickly identify which rooms are producing the most harvest
Weight by Terminal
Section titled “Weight by Terminal”Purpose: Visual chart showing weights recorded at each terminal
What it shows:
- Bar or pie chart showing weight distribution by terminal
- Total weight processed at each terminal
- Terminal utilization comparison
When to use: Monitor terminal usage and identify bottlenecks
Top Ten Pickers Chart
Section titled “Top Ten Pickers Chart”Purpose: Highlights the highest-performing pickers
What it shows:
- Top 10 pickers by weight or transaction count
- Bar chart showing their performance
- Comparative rankings
When to use: Recognize high performers, identify productivity leaders
Bottom Ten Pickers Chart
Section titled “Bottom Ten Pickers Chart”Purpose: Identifies pickers who may need support or training
What it shows:
- Bottom 10 pickers by weight or transaction count
- Bar chart showing their performance
- Comparative rankings
When to use: Identify pickers who might need assistance, additional training, or different assignments
Common Dashboard Layouts
Section titled “Common Dashboard Layouts”For Supervisors
Section titled “For Supervisors”Recommended widgets:
- Harvest Discrepancy Overview (top priority)
- Rooms with Active Transactions (monitor your teams)
- Top/Bottom Pickers Charts (track picker performance)
For Operations Managers
Section titled “For Operations Managers”Recommended widgets:
- Harvest Discrepancy Overview (data quality)
- Weight by Room (production overview)
- Weight by Terminal (resource utilization)
- Rooms with Active Transactions (operational status)
- Top/Bottom Pickers Charts (performance management)
For Data Managers
Section titled “For Data Managers”Recommended widgets:
- Harvest Discrepancy Overview (data integrity)
- Rooms with Active Transactions (activity monitoring)
Widget Refresh
Section titled “Widget Refresh”Widgets automatically refresh periodically to show current data. You can also:
- Manually refresh by reloading the page
- Some widgets have their own refresh buttons
Troubleshooting
Section titled “Troubleshooting”Widgets Not Showing
Section titled “Widgets Not Showing”- Check that you’re on the Dashboard page
- Verify your role has permission to view the dashboard
- Try resetting your layout to default
No Data Appearing
Section titled “No Data Appearing”- Check date filters - widgets may be filtered to specific date ranges
- Verify there are transactions for the selected period
- Ensure harvest days and room assignments are configured
Cannot Customize Layout
Section titled “Cannot Customize Layout”- Ensure you’re not in view-only mode
- Look for the edit/customize button on the dashboard
- Contact your administrator if the feature is disabled
Tips for Effective Dashboard Use
Section titled “Tips for Effective Dashboard Use”- Start Your Day: Check the Discrepancy Overview first thing each morning
- Monitor Progress: Keep Rooms with Active Transactions visible during harvest operations
- End of Day: Review discrepancies again and correct any issues before closing out
- Performance Reviews: Use the picker charts weekly to identify trends
- Keep It Simple: Don’t overload your dashboard - show only the widgets you actually use
Related Documentation
Section titled “Related Documentation”- Discrepancy Management - Detailed guide on fixing discrepancies
- Transactions - Understanding transaction data
- Room Assignments - Setting up room assignments correctly