Admin

The Admin Dashboard displays all the info-graphics of the company which includes the total amounts related to the Work in Progress, Receivable, Payable, Materials, WO Draw, the Available Balance and the Current Month KPI. The Dashboard shows different parameters in the graphical form including the Sales per Month, Profit and Revenue, Revenue per Client, Sales per State.

  • Work in Progress: Total revenue for all the projects that in New Active, Punch and Close state.   
  • Receivable: Total of all the projects are in Invoiced state.   
  • Payable: Total amount that White Oaks has to pay to its vendor after the vendor has invoiced the White Oaks. 
  • Materials: Sum of all the material transactions of all the projects that are in New, Active, Punch, Closed and Invoiced state. This number is removed when project moves to the Paid state. 
  • WO Order Draw: Sum of all the Draws across all the projects in New, Active, Punch, Close and Invoiced state. The draw is removed when project moves to Paid state. 
  • Available Balance: It shows the remaining amount of money after all the transactions. 

Left Navigation

In the left navigation for Admin, the following links are present:

  • Dashboard: It gives an overview of the workings of White Oaks, the projects and the deadlines.
  • Projects: It gives detailed information regarding the ongoing and completed projects by White Oaks.
  • Payable: It shows the amount of payments cleared by the White Oaks to the vendors over time .
  • Receivable: It shows the amount of payments which the clients have paid to White Oaks for the completion of their projects.
  • Alerts: Alerts are generated over time due to various reasons so this tab gives detailed information regarding the alerts being generated.
  • Vendors: This gives an insight of the vendors the White Oaks have.
  • Clients: This gives an insight of the clients the White Oaks have.
  • Reports: It allows the team to generate different types of reports.
  • User Management: It displays the number of users, their work, their account type and their personal details.
  • Markets: It gives details about the markets being covered, the service area and the states.
  • Project Type: It shows the types of projects being covered by White Oaks.
  • Vendor Skills: It reveals the types of vendors the company has and what type of materials do they offer.
  • Support: It has all the issues and tickets created from the support button and the admin can view it all.
  • Quota: It shows the revenue generated, targets met by the clients, profits generated and the badges received.
  • Sign-out: It will make the user leave the portal.

Current Month KPI

Current Month KPI represents the weekly KPIs for the current month in graphical form. These KPIs include Materials, Account Receivable, Account Payable and Draw.

Sales per Month

Sales per Month represent the sales amount based on different parameters every month. The parameters include WIP, Draw, Revenue, Account Receivable, Account Payable, Materials and Gross Profit. These parameters can be selected from the bottom of the graph and a new graph could be generated.

All these could be filtered based on a particular month.

Profit and Revenue

The Profit and Revenue graph shows the profits made and revenues generated concerning different clients over a certain period of time. It could be a year or months.

All these could be filtered based on a particular month.

Revenue per Client

Revenue per Client shows the amount of revenue generated by each client over a certain period of time. It could be months or years.

All these could be filtered based on a particular month.

Sales per State – Map

Sales per State shows the sales being made in a particular state in form of a graph. When the cursor is moved on a state, it shows the name of the state and the number of projects from that state. The dark tone of the states indicates that more sales have been made and the lighter tone shows fewer sales.

Sales per State – Drill Down

The Sales per State – Drill Down shows the sales based on the region. For instance: the South region has made around a certain number of sales. When the mouse hovers on the region, it reveals the region, the number of projects and the percentage of sales in that region.

Projects

The Projects section gives an overview of the projects being handled by White Oaks. It shows the Status, Address, City, State, Client and Region of the projects.