Dashboard

The Dashboard is your home page in Stralos. It is a grid of widgets that you can move, resize, hide, and add to. Every widget only uses the projects you can open, and your layout is saved to your own sign-in. Open Dashboard from the global navigation.

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Your starting layout

Until you save a layout of your own, the dashboard shows the default for your role:

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Suggest a layout

The first time you open the dashboard, a What do you mostly do? card may appear. Tick the options that fit, for example I price jobs and put tenders together or I run the business, then click Show my dashboard. Stralos sets up a layout of up to eight widgets that suit your answers. Click Skip to keep the default. To see the card again later, click Customise, then Suggest a layout for me.

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Customise your dashboard

1. Click Customise.
2. Drag widgets to move them, and drag their edges to resize them. Each widget has its own minimum and maximum size.
3. To add a widget, click Add widget, then Add beside the one you want. If every widget you can use is already showing, the panel says so.
4. To hide a widget, open its ⋯ menu and choose Hide. You can add it back later from Add widget.
5. Click Tidy up to move every widget as high as it fits. Gaps you leave are not closed unless you tidy up.
6. Click Done to save, or Cancel to discard your changes.

Click Use the default for my role while customising to go back to your role’s starting layout. If your layout cannot be saved, Stralos shows “Your layout could not be saved just now. Please try again.” If you hide every widget, the dashboard shows Your dashboard is empty. Choose Customise to add some back.

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Chart and table views

Several widgets can show their rows as a chart or as a table. Use the Chart / Table switch in the widget’s title bar. Stralos remembers your choice for each widget. When a widget has nothing to chart, it shows the table only.

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Widgets

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Value and count cards

Pricing value notes how many tenders are not priced yet, and Submitted value how many have no submitted value. A tender with no price, or a price of zero, counts as not priced yet rather than as zero.

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Needs attention

Needs attention lists what is waiting on you, most urgent first: Each item links to the record and shows when it is due, for example Due tomorrow or 3 days overdue. When nothing is waiting, the widget says Nothing needs your attention right now. If Needs attention sits lower down in a layout you saved, Stralos may offer once to move it to the top. Click Move it to place it under the cards, or No thanks to leave your layout as it is.

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Projects and deadlines

Dates such as “today” and “in 3 days” use your business’s time zone, not your device’s clock.

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Tender value

My projects and Awaiting decision show a project’s tender value the same way as the estimate overview’s Tender price (excl. GST):

• Once a tender has been submitted, the submitted price shows first, with the submission date. If the current draft has moved since, its value appears underneath as Current draft.
• Before submission, the current draft’s value shows with Not submitted yet.
• A tender with no price, or a price of zero, shows Not priced yet.

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Pipeline and performance

To record a loss reason, see Mark lost.

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Business setup banner

If you are an admin and your business setup is not finished, a Set up your business banner appears at the top of the dashboard. It names the next step and has a button to it, such as Add your office, Add a client, or Add a resource. See Setup checklist.

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All my companies

If you belong to more than one company, a Showing switch appears in the dashboard header. Choose This company for the dashboard described above, or All my companies to see your work across your companies on one page. The All my companies view has its own layout of widgets: Your companies, Closing soon, Upcoming starts, My projects, Requests waiting, and Recently worked on. It shows only projects you can open in each company, and no prices. Click Choose your companies to tick the companies to include, up to 50. If a company cannot be loaded, the view names it and shows the rest.

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If a widget cannot load

A widget that cannot load shows “This could not be loaded just now.” with a Try again button. The rest of the dashboard keeps working. A widget with nothing to show for your projects says Nothing to show for the projects you can open.