Knowledge Base 5 Dashboard 5 Info Cards and Widgets

Info Cards and Widgets

Located below the header, InfoCards provide a quick summary of:

  • New Cases: Displays the number of newly added cases.
  • Case in Progress: Shows the number of cases currently being worked on.
  • Awaiting for Delivery: Shows the number of cases that are ready and waiting to be delivered.
  • Delivered Cases: Indicates the number of cases that have been completed and delivered.
  • Cases on-Hold: Indicates the number of cases that are temporarily paused.
  • Canceled Cases: Lists the number of cases that have been canceled.

Customizable Widgets

The dashboard features several customizable widgets that provide precise details about your activities:

Case Analytics

  • Offers a detailed view of your case data.
  • Includes metrics such as the number of cases, pages billed, hours billed, and billed amounts.
  • Data can be filtered month-wise, service-wise, or user-wise for a tailored view of your case performance.
  • Detailed reports for these analytics are accessible directly from the dashboard.

Cost Analysis

  • Provides a visual summary of financial aspects related to your cases.
  • Displays the average cost incurred per page, helping in understanding cost efficiency.
  • Includes key metrics such as:
    • Total Cases: Total number of cases included in the analysis.
    • Total Pages: Total number of pages processed across all cases.
    • Total Billed Hours: Total hours billed for the cases, tracking time spent on case processing.
    • Total Bill: Total billed amount for the cases.
  • Shows the time frame for which the cost analysis is displayed, aiding in period-specific cost tracking.
  • Access detailed reports via the “View all reports” link for more granular insights.

Billing Statistics

  • Provides insights into your financial interactions.
  • Includes information on paid bills, due bills, overdue bills, and any discounts availed.
  • Detailed reports are accessible from this section.

Unpaid Statistics

  • Offers a view of unpaid bills.
  • Helps you stay on top of outstanding invoices.

Latest Cases

  • Displays details of your most recent cases with LezDo.
  • Includes the case name, case number, number of pages, start date, due date, and current status.
  • Ensures you always have the most up-to-date information on your recent activities.

These widgets are designed to help you manage your cases more effectively, ensuring a seamless and efficient workflow.