Dashboard
Pour :Administrateur
Open in Unisoft
The dashboard is the page that appears automatically after each login to Unisoft. It's your pilot's seat: at a glance, you see your community's financial activity, the pledges in progress, and the day's personal events (birthdays, hazkarot).
The URL is /app/dashboards/resume.
The five blocks that make up the page
From top to bottom, the dashboard is always laid out in this order:
| # | Block | What it's for |
|---|---|---|
| 1 | Quick actions | Enter a new contact, payment, subscription, pledge, or open your donation/search pages. In France: shortcuts to holiday pages. |
| 2 | Payments | 5 indicators on the money collected (month, day, current year, last year, average basket). |
| 3 | Subscriptions | 6 indicators on recurring payments (active, monthly, collected, remaining to collect, cancelled). |
| 4 | Donation pledges | 3 indicators on commitments (to settle, settled, total). |
| 5 | Calendar | Hazkarot (death anniversaries) and birthdays of the day or week, in a dual Hebrew + Gregorian calendar. |
Above the page, two banner elements:
- A greeting « Hello [first name] » to welcome you.
- An organization/currency selector that drives all the figures displayed below.
Detailed pages
Quick actionsThe 7 entry and shortcut buttons, and the grid of holiday pages.Payments KPIsDetail of the 5 indicators on collected payments.Subscriptions & Pledges KPIsThe 6 + 3 stats of the recurring and commitment modules.CalendarHazkarot and Hebrew birthdays shown for the day and the week.Greeting and filterUnderstand the organization selector and the multi-currency scope.
Three things to know before using it
Permissions
Dashboard access is conditioned on the dashboards permission. All administrators have access by default. To manage your team's rights, see Permissions.
Related modules
- Payments — detail of each collection listed in the KPIs
- Recurring payments — subscription details
- Donation pledges — manage tracked commitments
- Contacts — add a date of death or birth that will feed the calendar