Dashboard

The dashboard (/dashboard) is your operational command center. It surfaces live counts, date-filtered analytics charts, recent analyzer results, and shortcuts into the most common workflows.

Page header controls

Control	Behavior
Date range picker	Choose a preset (default: Last 15 days) or custom from/to dates
Search button	Applies the selected range to charts only — stat cards always show current/live totals

Charts vs stat cards

Changing the date range and clicking Search refreshes the eight ranking/line charts. The eight stat cards at the top are not filtered by that range; they reflect real-time dashboard API data.

Stat cards — row 1

Card	Metric	Icon hint
Total patients	All registered patients in the tenant	Users
Invoices today	Invoices created today	File
Due invoices	Count with outstanding balance	File — shows “All paid up” hint when zero
Pending reports	Invoices awaiting completed reports	Activity

Stat cards — row 2

Card	Metric	Notes
Pending samples	Samples not yet fully processed	Test tube icon
Results today	Results recorded today	Includes auto-imported analyzer results
Active analyzers	Connected analyzer devices	Hidden metric is 0 on plans without analyzer integration
Failed imports today	Analyzer import failures	Shows “All clear” when zero; “Check logs” hint when > 0

Charts (date-filtered)

After applying a date range, up to eight charts load:

Chart	What it shows	Value axis
Invoices generated per day	Daily invoice volume line chart	Count
Tests with highest demand	Top tests by frequency	Tests
Top labs with highest invoice count	Collection centers ranked by invoices	Invoices
Labs ranking: most tests conducted	Centers by test volume	Tests
Top labs with maximum cash flow	Centers by payments received	Rs (currency)
Top labs with outstanding dues	Centers with unpaid balances	Rs (currency)
Doctors with highest referral numbers	Referring doctors	Referrals
Agents with highest referral numbers	Referring agents	Referrals

Charts show skeleton loaders while fetching. Empty periods display an empty chart state.

Recent results panel

The left panel lists the five most recent lab results (analyte name, sample barcode, device, value, unit, abnormal flag badge).

Button	Action
View all results	Navigates to /lab/results

Quick actions panel

Button	Action	Read-only
New invoice	Opens create-invoice dialog	Disabled
Register patient	Link to /patients	Always available
Register sample	Link to /lab/samples	Always available
Connect analyzer	Link to /lab/analyzers	Always available

Plan summary box

Shows current plan name, account status (active vs read-only message), and Upgrade plan link to /billing/plans.

Typical daily workflow

flowchart LR
  A[Open dashboard] --> B{Due invoices > 0?}
  B -->|Yes| C[Go to Invoices, filter Due only]
  B -->|No| D{Pending reports > 0?}
  D -->|Yes| E[Enter results / verify]
  D -->|No| F[Create new invoices]

Date range presets

The date range picker on the dashboard header supports the same presets as invoice filters:

Preset	Typical use
Today	Intraday spike checks
Yesterday	Morning review of prior day
Last 7 / 15 / 30 days	Weekly or monthly trends (default: 15)
This month / Last month	Billing cycle alignment
Custom	Arbitrary from/to for audits

Click Search after changing presets — charts do not auto-refresh on preset selection alone.

Interpreting metrics together

If you see…	Consider checking…
High due invoices + low received today	Invoices with Due only filter
High pending reports	Results or invoice test chips (red)
High pending samples	Samples registration backlog
Failed imports > 0	Analyzers logs and connectivity
Top labs dues chart dominated by one center	Collection center collections follow-up

Permissions and roles

All authenticated tenant users can view the dashboard. Quick actions respect the same read-only and permission rules as the target pages (e.g. creating invoices requires a non-locked account).

Related pages

• Invoices — follow up on due invoices and pending reports
• Laboratory / Results — full result list
• Reports — deeper financial analysis
• Billing — subscription and usage limits
• Navigation — toolbar shortcuts to dashboard