WRAPTORHelp & Docs

Dashboard overview — your shop at a glance

Who it's for

The Overview is the manager's home screen — the first thing you see when you sign in. It's built for the owner or manager who wants a 10-second read on how the shop is doing: what's in progress, what's coming in, who's busy, and what needs attention today. Staff in other roles start on the Jobs board instead; the Overview is a Manager-only screen.

Where it fits

Think of the Overview as the pulse monitor for the whole shop. It doesn't create or change anything — it pulls live numbers from across Wraptor (jobs, quotes, invoices, your team, your ink) into one screen so you can spot what matters and click straight into it. It's the lighter, everyday companion to Reports: the Overview answers "how are we doing right now?", while Reports answers "what do the trends and the money look like over months?"

Overview

The screen has two parts:

  1. A setup checklist (only while your shop is still new) — a short, dismissible card nudging you to finish the few things that make Wraptor sing: set your brand color, add materials, complete your shop details, invite your team, and create your first quote. It disappears on its own once everything's done, or you can dismiss it.
  2. The live dashboard — four headline numbers plus a set of panels:
    • Active Jobs, Completed This Month, Revenue (Paid), and Outstanding (with an "on hold" note).
    • Job Pipeline — a bar for each stage so you can see where work is piling up.
    • Quote Pipeline — how many quotes are pending and approved, and their dollar value.
    • Team Workload — who's carrying how many active jobs.
    • Low Ink — appears only when a printer is running low, with quick reorder links.
    • Recent Activity — the latest job movements; click any line to jump to that job.

Screens & navigation

You reach it from the Overview link in the navigation (the Business group on desktop, and the bottom bar on mobile). It's also where the app tends to send a manager first. Everything on the screen is live — there's no refresh button to hunt for; each visit re-reads the latest numbers. The one thing it remembers is whether you dismissed the setup checklist (stored in your browser).

Capabilities

Read the shop in seconds

  • Four KPIs tell you the headline story: how much is in flight, how much you finished this month, what's been paid, and what's still owed.

Spot bottlenecks

  • The Job Pipeline bars show which stage is backing up; the Quote Pipeline shows how much potential work is waiting on approval.

Balance the team

  • Team Workload ranks who has the most active jobs so you can redistribute before someone's buried.

Catch problems early

  • Low Ink only shows up when a printer needs attention — with a one-click reorder link.

Jump straight to work

  • Every Recent Activity line links to the job that moved, so the dashboard is also a launchpad.

Finish onboarding

  • The setup checklist links each remaining task to the exact screen to do it.

Step-by-step tasks

  1. Do your morning check-in

    1. Open Overview.
    2. Scan the four KPIs, then the Job and Quote pipelines.
    3. Check Team Workload to see who's loaded up.
    4. Glance for a Low Ink card; reorder if it's there.

  2. Jump to a job from the activity feed

    1. In Recent Activity, find the job that moved.
    2. Click the row to open that job.

  3. Finish setting up your shop

    1. On the Finish setting up your shop card, click any unchecked item.
    2. You'll land on the right screen (Settings, Inventory, Team, or Quotes) to complete it.
    3. The item checks off automatically next time you return.

  4. Hide the setup checklist

    1. Click the × on the checklist card.
    2. It stays hidden on this browser. (It also vanishes on its own once all items are done.)

Settings & permissions

Who sees it The Overview is Manager-only. Managers reach it from the Overview link and are sent here on sign-in. Designers, production, and installers don't have it in their nav and are taken to the Jobs board instead — that's their home base.

Granting it to a custom role If you build a custom role and want it to see the Overview, give that role the Overview/dashboard access plus Jobs and Inventory access. The Overview pulls in pipeline and low-ink data, so a role with the dashboard but not those two will hit an error. (Managers already have everything, so this only matters for custom roles.)

Nothing to configure There are no settings on the Overview itself — it simply reflects what's happening elsewhere. To change what it shows, change the underlying data: rename workflow stages, record payments in Invoicing, assign jobs in Jobs, and so on.

Tips & common pitfalls

  • "Revenue (Paid)" means money actually collected. It sums paid invoices — not approved quotes or sent invoices. Quoted-but-unbilled value shows separately in the Quote Pipeline, and money owed shows in Outstanding.
  • "Completed This Month" follows your finish stage. A job counts as completed when it reaches your shop's final workflow stage. If you rename or reorder stages, the count shifts to match.
  • The setup checklist is only a nudge. It never blocks anything, and dismissing it is per-browser — clear your browser data and it may reappear until all five items are genuinely done.
  • Low Ink only appears when there's a problem. No card means every channel is above its threshold. Set thresholds and printers in Inventory.
  • For trends and profit, go to Reports. The Overview is a right-now snapshot. Month-over-month revenue, conversion funnels, time-per-stage, and the Profit Leak Detector live in Reports.
  • It's read-only. You can't edit numbers here — click through to the job, invoice, or setting to make changes.
  • Reports — the deep business-intelligence dashboard; Overview is the daily snapshot.
  • Jobs — the pipeline, recent activity, and team workload all come from here; it's also the home screen for non-managers.
  • Quotes — the quote pipeline summary.
  • Invoicing & billing — the revenue and outstanding figures.
  • Inventory — low-ink alerts and the "add materials" checklist step.
  • Team — workload names and the "invite your team" step.
  • Settings — brand color, shop details, and workflow stages the Overview reflects.
  • Onboarding — the setup checklist picks up whatever onboarding left undone.
  • Workflow map · Personas