Dashboard Templates

Dashboard Templates

NexusRMS provides five pre-built dashboard templates via the DashboardTemplateService, each designed for a specific audience and workflow. Templates serve as starting points when creating new dashboards and as the basis for auto-generated default dashboards when a user first visits the Dashboard page.

How templates work

Each template defines a complete dashboard layout including widget types, positions on the 12-column grid, sizes, and default configurations. Templates are identified by a constant ID (e.g., executive_dashboard) and include metadata such as name, description, target roles, and a preview image. All templates use the same grid configuration: 12 columns with an 80-pixel row height.

Executive Dashboard

Template ID: executive_dashboard. Target audience: owners, directors, C-suite, and CoreAdmin users.

This template focuses on high-level business metrics and strategic insights. The layout contains:

• Row 1 — 4 KPI tiles across the full width: Total Revenue (with month-over-month comparison), Project Pipeline Value, Equipment Utilisation, and Outstanding Invoices
• Row 2 — Revenue Trend line chart (full width, 12 columns). Displays monthly revenue over the last 12 months with a trend line and year-over-year comparison series
• Row 3 — Profit by Category bar chart (6 columns, left) sourced from equipment_categories with profit metric, plus Top 10 Clients list widget (6 columns, right) ranked by total revenue for the current year
• Row 4 — Quote Conversion funnel chart (6 columns, left) showing stages from Quotes to Confirmed to Invoiced to Paid with conversion rates, plus Cash Flow area chart (6 columns, right) showing paid invoice totals grouped by week over the last 12 weeks
• Row 5 — Revenue Forecast AI widget (full width). Displays next-quarter prediction with confidence interval. Requires the Analytics & AI addon (£79/month)

Operations Dashboard

Template ID: operations_dashboard. Target audience: operations managers and project managers.

This template centres on day-to-day operational metrics and resource scheduling:

• Row 1 — 4 KPI tiles: Active Projects, Equipment on Rent, Upcoming Deliveries (next 7 days), and Maintenance Due (next 30 days)
• Row 2 — Project Calendar (full width, 4 rows tall) with month view and conflict detection enabled via show_conflicts: true
• Row 3 — Equipment Availability heat map (full width) showing utilisation rate by day of week and equipment category over the next 30 days
• Row 4 — Three equal-width list widgets: Recent Projects (filtered to quote and confirmed statuses), Upcoming Deliveries (next 7 days), and Maintenance Alerts (next 30 days, limit 15)
• Row 5 — Crew Utilisation bar chart (full width) showing utilisation rate per crew member for the current month

Financial Dashboard

Template ID: financial_dashboard. Target audience: finance team members and accountants.

This template is built around cash flow visibility and payment tracking:

• Row 1 — 4 KPI tiles: Revenue This Month (with month-over-month comparison), Profit Margin (using average_project_margin KPI type), Overdue Invoices, and Cash Flow
• Row 2 — Revenue vs Expenses combo chart (8 columns) with bar series for revenue and line series for expenses grouped by month, plus Payment Collection Rate gauge (4 columns) with a target of 95%
• Row 3 — Overdue Invoices list (6 columns) with critical highlight at 30+ days overdue, plus Revenue by Client pie chart (6 columns) showing the top 10 clients by revenue for the current year
• Row 4 — Aged Receivables bar chart (6 columns) grouped by age bracket, plus P&L Summary card (6 columns) for the current month

Warehouse Dashboard

Template ID: warehouse_dashboard. Target audience: warehouse staff and inventory managers.

This template prioritises inventory status and logistics at a glance:

• Row 1 — 4 KPI tiles: Equipment Available, Equipment Checked Out (using equipment_on_rent KPI type), Pending Check-Ins, and Low Stock Alerts
• Row 2 — Equipment by Status pie chart (6 columns) grouped by status (available, rented, maintenance), plus Warehouse Zones bar chart (6 columns) showing utilisation rate by warehouse zone
• Row 3 — Three equal-width list widgets: Upcoming Deliveries (next 7 days), Pending Check-Ins (filtered to status: pending), and Packing Lists Due Today (filtered to due_date: today)
• Row 4 — Equipment Availability heat map (full width) showing availability rate by day of week and equipment category over the next 30 days

Crew Dashboard

Template ID: crew_dashboard. Target audience: crew members, technicians, and freelancers.

This template is designed around the individual’s daily work life:

• Row 1 — My Schedule Today (6 columns, left, date_range: “today”) and My Schedule This Week (6 columns, right, view: “week”)
• Row 2 — 2 KPI tiles at half width: Hours This Month (using crew_hours_worked KPI type with month-over-month comparison) and Earnings This Month (using crew_earnings KPI type with comparison)
• Row 3 — My Tasks list (6 columns, filtered to pending and in-progress, limit 10) and Recent Notifications (6 columns, with unread items shown first)
• Row 4 — Available Shifts list (full width) showing open shifts matching the user’s skills, with a limit of 15

Role-to-template mapping

The DashboardLayoutController.getTemplateForRole() method maps user roles to their default template:

• core_admin and owner → Executive Dashboard
• core_manager and project_manager → Operations Dashboard
• finance and accountant → Financial Dashboard
• warehouse_staff and warehouse_manager → Warehouse Dashboard
• crew, technician, and freelancer → Crew Dashboard
• Any unrecognised role defaults to the Operations Dashboard

Auto-creation of default dashboards

When a user first visits the Dashboard page and has no saved dashboards, the getOrCreateDefaultDashboard method in DashboardLayoutController automatically creates a dashboard from the template matching their role. This ensures every user sees a relevant, pre-populated dashboard on their first login without any manual setup required.

Creating a dashboard from a template

To manually create a new dashboard from a template, open the Dashboard Builder and click New Dashboard, then select From Template. Choose one of the five available templates from the DashboardTemplatesDialog. The template’s widgets and layout are copied into your new dashboard, which you can then customise freely — add, remove, reposition, or resize any widget.

Tips for working with templates

• Use templates as starting points and customise them to match your specific workflow — they cover the most common use cases but your needs may differ
• You can create multiple dashboards — for example, one from the Executive template for high-level reviews and a custom one for your daily operational checks
• CoreAdmins can force a template-based dashboard onto specific roles via the Forced Dashboard feature, ensuring consistency across the organisation
• The AI Revenue Forecast widget in the Executive template requires the Analytics & AI addon — if you do not subscribe, the remaining widgets in the template still function normally
• Switch between dashboards using the dashboard selector in the top bar — star your most-used dashboard to make it load automatically on login