Dashboard and search
Use the dashboard to spot issues early
Use the dashboard as a manager triage view so problems show up while they are still small enough to fix quickly.
Use Dashboard as a triage screen, not just a landing page.
The goal is to identify the next problem that actually matters, not to stare at every card.
Quick facts
Start here
- The dashboard is strongest when it is checked on a steady rhythm.
- Use it to decide where to go next, not to replace the deeper workflow pages.
- Daily review keeps small issues from becoming surprise cleanup work.
Step 1: Scan for blockers and abnormal signals
- Look for anything that blocks staff, sales, scheduling, or accounting follow-through.
- Ignore normal noise and move toward the card or alert that changes the day.
- 1 Start with the date context so you know which day the dashboard is summarizing.
- 2 Use the top location summary cards to spot the first abnormal sales or labor signal.
- 3 Drop into the metric cards when you need to confirm whether the issue is labor, sales timing, or ticket mix.
Step 2: Jump into the real workflow page fast
- Once you know the problem area, leave the dashboard and work in the right operational screen.
- The dashboard is the triage tool, not the whole job.