Team Dashboard Screen

  

 The Team Dashboard Screen provides a quick overview of team performance, task distribution, and case analytics. It helps staff monitor daily progress, track workloads, and identify top performers. 

 

 Header Section 

 Date Indicator 

 Displays the current working day. 

 Example: 

 

 

 

 

 

 

 

 

 

 

 

 Today / Thu, Mar 19 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Page Title 

 Team Pulse 

 Shows that this section focuses on team activity and performance . 

 

 Team Summary Cards 

 This section provides a quick snapshot of team activity: 

 

 

 Open Tasks → Total number of tasks not yet completed 

 

 

 Done Today → Tasks completed on the current day 

 

 

 Overdue → Tasks that have passed their deadline 

 

 

 Active Cases → Total ongoing cases handled by the team 

 

 

 

 Department Tasks 

 Tabs 

 Users can switch between departments: 

 

 

 Collections 

 

 

 Sales 

 

 

 Legal 

 

 

 This allows viewing performance data for each department separately. 

 

 Analytics Section 

 Department Task Share 

 Displays a visual chart showing task distribution. 

 Example: 

 

 

 

 

 

 

 

 

 

 

 

 67% Collections Selected 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Task Breakdown 

 

 

 Done → Completed tasks 

 

 

 Remaining → Pending tasks 

 

 

 Each includes: 

 

 

 Task count 

 

 

 Percentage progress 

 

 

 

 Total Tracked 

 Shows the total number of tasks being monitored. 

 Example: 

 

 

 

 

 

 

 

 

 

 

 

 Total Tracked: 9 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Department Summary 

 Displays task details for the selected department. 

 Example (Collections): 

 

 

 Open → 6 

 

 

 Done → 3 

 

 

 Total → 9 

 

 

 

 View More Option 

 View More Button 

 

 Expands the dashboard to show additional analytics and detailed data. 

 

 Top Performers Section 

 Top Performers (Today) 

 Displays staff members with the highest task completion. 

 Example: 

 

 

 Alex Rivera → 5 tasks 

 

 

 Priya Nair → 4 tasks 

 

 

 Chen Wei → 3 tasks 

 

 

 

 Additional Analytics (Expanded View) 

 When expanded, the dashboard shows deeper insights: 

 

 Case Statistics 

 

 

 Total Cases → Overall number of cases 

 

 

 Paid → Successfully completed/paid cases 

 

 

 Not Paid → Pending or unpaid cases 

 

 

 

 Monthly Cases 

 Displays a visual breakdown of case categories. 

 Includes: 

 

 

 This Month 

 

 

 Last Month 

 

 

 2 Month Delayed 

 

 

 OA Cases 

 

 

 SOA Cases 

 

 

 Each shows: 

 

 

 Number of cases 

 

 

 Percentage contribution 

 

 

 

 Total Tracked (Analytics) 

 Shows total number of tracked segments. 

 Example: 

 

 

 

 

 

 

 

 

 

 

 

 Total Tracked: 67 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Case Types & Tracking 

 Displays system-related tracking information. 

 Example: 

 

 

 GPS Offline → Indicates location tracking issues 

 

 

 

 How to Use 

 View Team Performance 

 

 

 Open the Team tab 

 

 

 Review summary cards 

 

 

 Analyze department performance 

 

 

 

 Switch Department 

 

 

 Tap Collections / Sales / Legal 

 

 

 View updated analytics 

 

 

 

 Expand Analytics 

 

 

 Tap View More 

 

 

 Review detailed reports 

 

 

 

 💡 Tip: Use this screen daily to monitor team productivity, overdue tasks, and performance trends .