Skip to main content

Dashboard

Introduction​

This guide explains how to use the Dashboard page in My Home Plan to view company performance, track upcoming installments, and navigate between summary and statistical insights.

Accessing the Page​

  1. From the left sidebar, click Dashboard.
  2. You will be directed to the "Dashboard" section for the selected company.

Navigating the Page​

  • Header: Displays breadcrumbs and a logout option.
  • Tabs: Two main views are available:
    • Summary: Provides an overview of company performance.
    • Statistics: Reserved for analytical data (currently placeholder content).
  • Filter Controls: Dropdown for selecting date ranges (This month, Last month, This year, Last year, or Custom date range).
  • Custom Date Inputs: When "Custom" is selected, fields appear to choose start and end dates.
  • Upcoming Installments Section:
    • Lists all upcoming installment groups with project details, unit numbers, pending amounts, developers, and addresses.
    • Shows assigned users and links to user profiles.
    • Includes a "View" link to navigate to detailed installment information.

Key Features​

  • Summary Tab: Displays aggregated company data filtered by date range.
  • Statistics Tab: Placeholder for advanced analytics (to be developed).
  • Date Filters: Choose from preset ranges or custom date ranges to filter displayed data.
  • Upcoming Installments List:
    • Displays project name, unit number, pending amount, developer, and address.
    • Highlights installments with colored indicators for visual status cues.
    • Supports infinite scroll: more installments load automatically when scrolling down.
  • Assigned Users: If installments are assigned, the responsible users are shown with links to their profiles.
  • Loading Spinner: Appears while additional installments are being fetched.

Common Tasks​

  1. Switching Between Tabs:
    • Use the Summary and Statistics tabs to toggle views.
  2. Filtering Data by Date:
    • Select a filter option (e.g., This month).
    • For custom ranges, choose both start and end dates.
  3. Viewing Upcoming Installments:
    • Scroll through the Upcoming Installments section.
    • Click View next to an installment to see detailed information.
  4. Checking Assigned Users:
    • Look under installment details for the list of assigned users with profile links.

Troubleshooting​

  • No Installments Displayed?
    • Ensure you have selected the correct company.
    • Try changing the date range or filters.
  • Infinite Scroll Not Working?
    • Confirm your internet connection.
    • Refresh the page to reload installment data.
  • Error Message Appears?
    • Look for the red error box at the top of the page.
    • If the issue persists, contact support.

Contact Support​

Reach out via: