Santrix ERP
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Core

Dashboard

Your whole business at a glance — filtered to your role.

The dashboard is the landing page for every user, tailored to what their role is allowed to see. It leads with the numbers that matter — revenue, cash, VAT position, project burn — then a personal “My Actions” list of what needs them right now, and a highlights strip pulling one key figure from every module.

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Dashboard in Santrix ERP

Because everything runs on one database, the dashboard is never stale or reconciled after the fact — the moment an invoice is approved or a payment posts, the tiles move. A finance user and a project manager open the same page and each sees a different, appropriate view.

Key capabilities

What Dashboard does

Role-based viewsEach person sees only the figures and actions their role permits — enforced server-side, not just hidden.
My ActionsA personal worklist: approvals waiting on you, VAT deadlines, items to review.
Across your modulesLive highlights from sales, projects, HR and finance in one scroll — click any tile to open it.
Period & marginSwitch the reporting period and watch revenue, margin and collection rate recompute instantly.
Always liveReads the same data the ledger does, so the dashboard and the reports always agree.
Related

Works with

Approvals & RequestsOne inbox for every sign-off, fully audited.Support TicketsInternal requests and issues, tracked to closure.Employee Self-ServiceStaff manage their own details, leave and payslips.

See Dashboard on your own data.

Get in touch and we'll show you how Dashboard fits your business.

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