Dashboards
The Overview page - all your dashboards in one place
Home › Overview gathers every dashboard your group may open into tabs, from sales and purchasing to HR, CRM and alerts.
3 min readLast updated
In this article
The Overview page is a quick tour of the business. Instead of opening each dashboard from the menu, you find them side by side as tabs on one page, and you switch between them with one click.
Open the Overview
Open Home › Overview.
The page opens on its first tab. Its header reads Rocket ERP Dashboard, with Rocket ERP control center beneath.
Select another tab to see that dashboard. Each tab loads its figures when you first open it.
The tabs you may see
Each tab appears only when your group grants the matching dashboard:
Tab | What it covers |
|---|---|
Overview | A summary of your own branch's figures |
Executive | Company-wide revenue, profit and balances |
Sales | Revenue, top customers and products |
CFO | Cash, payroll, work in progress and payables |
Purchasing | Orders, suppliers and spend |
Accounting & Finance | Profit, receivables, payables and cash flow |
Manufacturing | Work orders and production |
Human Resources | Headcount and HR figures |
CRM | Leads, opportunities and the pipeline |
Alerts | Operational warnings to act on |
So a sales manager may see only Overview and Sales, while the finance manager sees the accounting and CFO tabs too.
How the tabs show figures
The tabs build their layout from the figures they receive. Single figures appear as tiles, a figure over time as a chart, a few categories as a ring chart, and longer lists as tables. Percentages and dates are formatted for your language.
When something is missing
No dashboards available. Your group grants no dashboard at all. Ask your administrator to add the dashboards you need in Groups and permissions.
Couldn't load this dashboard. That tab could not fetch its figures. The other tabs still work. Open the tab again later, or reload the page.
This section is unavailable. One block inside a tab failed while the rest loaded. See When a dashboard shows no figures.
Common questions
Is this the page I land on after signing in? Not necessarily. Most users land on the Executive dashboard, and your administrator can choose another landing page for your group.
Are the figures live? Most dashboards recalculate their figures about once a minute, so a document you saved a few seconds ago may take up to a minute to show.