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Mobile SFA — Dashboard (how to use)

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Dashboard

Module: Mobile SFA

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Mobile SFA.
  3. Click Dashboard.
  4. Direct route (for admins): admin/mobile_sfa

What this screen is for

Summary view of KPIs, open items, and shortcuts into daily work in Mobile SFA.

How to use — step by step

  1. Open this dashboard after login to see counts of open/pending records.
  2. Use widgets or summary cards to jump into lists (e.g. pending approvals, low stock, overdue tasks).
  3. Filter by date or status if filters are shown.
  4. Click through to the underlying list screen to action items.
  5. Refresh during the day; numbers update as staff post transactions.

Common buttons & actions

  • Open record
  • View report
  • Export (if available)

Required permissions

Staff need the msfa_dashboard feature with: view.

Assign under Setup → Staff → Roles → Permissions.

Related guides

See the Mobile SFA overview for module-wide workflows, API, and setup.

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