Home and dashboards
Use the Home dashboard for unread feedback, hygiene and team inbox counts, and read the team inbox KPIs and plan compliance at a glance.
Home is the to-do dashboard you see when you open the admin panel. It answers the start-of-day question "what needs my attention right now?": unread feedback, pending hygiene reports, tickets routed to your team and today's activity on one screen.
This article covers the Home dashboard, the Team inbox KPIs for resolution teams, and which report to open when you need more detail.
Required role
Home is open to every admin user. The counts and shortcuts you see are limited to the modules your role allows. A user who only has the Team member role, for example, sees team-inbox information.
What Home shows
| Section | What it shows |
|---|---|
| Unread feedback | Visitor and staff feedback not opened yet |
| Hygiene reports | Unread hygiene reports |
| Team inbox | Unread tickets routed to your teams |
| Surveys today | Survey responses received today |
| Check-in / Check-out | Today's staff check-ins and check-outs |
| Recent items | The latest items received |
| Shortcuts | Quick links to frequently used screens |
A daily check routine
Open Home
Select Home in the left menu and check the unread counts.
Go to the urgent items
Open the matching list from recent items, a shortcut or the menu. On the Feedback screen, for example, handle "High priority" tickets first.
Check the team inbox
If you belong to a resolution team, open Resolution team → Team inbox and conclude the routings sent to your team.
Review today on site
Look at check-ins, check-outs and plan compliance to see whether any area was missed on the current shift.
Team inbox KPIs
The Team inbox is the resolution team's own dashboard. Members see tickets routed to their teams, add notes and conclude routings. The KPIs at the top are:
- unread, open and concluded routing counts
- success rate
- average time to conclude
- a 30-day trend
Plan compliance
If you use cleaning and control plans, the Plan compliance view on the Cleaning plans and Control plans screens shows each location's operational status for today.
- Completion %: logs done (capped at the count each shift requires) divided by the total required.
- Success %: shifts that met their required count divided by all shifts.
Dashboard versus report
Home answers "right now" and works like a to-do list. For trends, comparisons and exports, use the analysis screens described in Reports.
Tips
- Quality managers can check Home at the start of the day and Feedback analytics at the end, to keep both the live and the period view.
- Unread counts that stay high may mean alerts are not reaching the right people. Review your alert rules and follows.
Limits
- Home is a to-do list; period comparisons and exports live on the report screens.
- Tickets have no SLA countdowns or deadline warnings. Time analysis is retrospective, in the Feedback analytics report.
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