The Dashboard

The dashboard is the page Puree opens on when you sign in, and the page the Puree logo in the top left takes you back to from anywhere in the app. It is deliberately a glance rather than a report: what is going out today, what is waiting on a customer, and what needs doing. Everything on it links through to the screen that does the actual work.

Menu Items, Next Three Weeks

The strip across the top is one bar per day for the next 21 days. Each bar counts the quantity of menu items on that day’s accepted orders, so it is a measure of kitchen load rather than money. Only items in a category that sits in the Menu group are counted, which keeps equipment, staff and beverages out of the picture. Quotes still waiting on the customer are left out too, so the strip only ever shows work you have actually won.

The line beside the heading totals the three weeks and gives an average per day. That average is worked out across the days that have something on, not all 21, so a quiet Monday doesn’t drag it down.

• Darker bars are days running more than 20% above your average. They are the days worth looking at twice.
• Today is highlighted in the date label underneath, and weekends are dimmed.
• Click any bar to load that day into the orders panel below it. The rest of the page stays where it is.

Today’s Orders

The left-hand panel lists the accepted orders for whichever day is selected, in delivery time order, with the count in the badge beside the date. The heading reads “Today” or “Tomorrow” for those two days and the weekday name for anything further out.

Each row gives you the customer, the quote reference, the first delivery time, the order type and the number of menu items. The soft indigo bar behind the row is that order’s size relative to the biggest order in the three-week window, so you can see at a glance which of the day’s jobs is the big one. The eye button opens the order.

Pending Quotes

The middle panel is every quote waiting on a customer, soonest expiry first, so the ones about to lapse are the ones you see. The badge counts all of them, and the panel pages through fifteen at a time.

Under each customer name is the event date and how many days are left before the quote expires, which turns red once that date has gone by. The envelope button opens the email composer over the top of the dashboard, so you can chase a quote without losing your place. View all takes you to the full pending list.

Tasks

The right-hand panel is the same task list you get at Tasks, cut down to what is pressing:

• Pending shows anything overdue plus anything due in the next three days.
• Overdue shows only what is already late.

It carries up to 25 rows and the footer tells you how many more there are behind them. Tick the box to clear a task, or click it to open the quote it belongs to. Full detail, including which tasks Puree raises for itself and how to add your own, is in Task Management.

Random Insights

The small panel under Pending Quotes picks two facts about your business at random each time the page loads, drawn from about twenty-five of them: your most active customer this month, your fastest growing item, your busiest delivery day, your quote acceptance rate, your average order value, and so on. Reload the dashboard and you get a different two. It is there to tell you something you weren’t looking for; the numbers you go looking for on purpose live in Reports.

If your account is new there won’t be enough history to draw on yet, and the panel says so.

Who Sees the Dashboard

Every user except chef users. A chef signing in goes straight to the kitchen view instead, which is the point of that role: prep work without the commercial side of the business. See Adding New Users for what each role can reach.

Tips

• The strip is a three-week planning tool. If two dark bars land in the same week, that is the week to book extra staff.
• Work the Pending Quotes panel top down. It is already in the order that matters.
• A day with no orders still shows a flat bar rather than a gap, so the calendar shape stays readable.
• For the month-by-month picture rather than the next three weeks, use the Calendar & Google Calendar.