3. Managing Dashboard

The Dashboard is a comprehensive tool for businesses to streamline their services, client interactions, orders, quotations, support tickets, team collaboration, financial transactions, and document management, all from one centralized location. It is also a central hub where users can efficiently oversee various operations.

Keeping that in mind, AgncyHandy divides its agency dashboard into two parts, offering a user-friendly interface for performing agency tasks and accessing valuable data insights to optimize agency operations and decision-making.

1. Left Column: In the left column of the dashboard, users have access to a range of essential tools and features. They can manage services, handle orders, generate quotations, manage support tickets, collaborate with the agency team, oversee financial transactions, and efficiently manage documents. This section serves as the operational hub where day-to-day agency activities are initiated and monitored.

2. Right Side: On the right side of the dashboard, users can gain insights and oversight into the data and information generated from the activities in the left column. This section provides visualizations, analytics, and summaries of the orders, tasks, support tickets, financial transactions, and invoices. It enables users to make data-driven decisions and track performance and progress.

Here's an overview of the key features in the left column:

1. Services: This section allows you to manage and monitor your business's services. It provides insights into service performance, resource allocation, and service delivery. You can conveniently browse through available services within the Client Dashboard. They can choose the desired service offering based on their requirements and preferences.

2. Orders: The Orders section tracks and manages all your orders, from creation to fulfillment. It offers real-time order status updates and facilitates order processing and tracking. You can track the status of your orders, make necessary updates to order details, and communicate seamlessly with the agency regarding your order tasks.

3. Proposals: This feature enables you to request customized services tailored to your specific needs. You can either purchase a service directly or send a proposal to the agency via the Client Dashboard.

4. Tickets: The Client Dashboard serves as a central hub for client support via a streamlined ticketing system. You can submit inquiries or concerns, track your ticket status, and receive prompt responses from the agency.

5. Invoices: Managing invoices is crucial for financial operations. From here, you can effortlessly navigate and manage invoices. You can access, review, and settle invoices conveniently, ensuring transparent and efficient payment processes.

Client Dashboard Metrics Overview:

On the right side of the dashboard, you'll find a concise yet informative summary of key metrics and recent activities:

• Total Orders: This metric displays the cumulative count of all orders you placed. It provides a quick snapshot of the total volume of orders processed within the specified timeframe, aiding in tracking overall engagement with the agency's services.

• Ongoing Orders: Ongoing Orders refer to the number of active orders currently in progress. It offers real-time visibility into your active projects, allowing them to monitor the status and progress of each ongoing order conveniently.

• Tasks in Review: Tasks in Review highlight the number of tasks or deliverables you are currently reviewing. This metric helps you to stay informed about pending tasks awaiting their approval or feedback, facilitating efficient collaboration with the agency.

• Unpaid Invoices: Unpaid Invoices indicate the number of outstanding invoices you have not yet settled. They serve as a reminder to address any pending payments, ensure the timely completion of financial transactions, and maintain a healthy business relationship with the agency.

• Recent Orders: Recent Orders provide a summary of the most recent orders you placed. It offers quick access to recent transactions, allowing clients to review details of their latest engagements with the agency and stay updated on recent activities.

• Recent Open Tickets: This metric displays the most recent open tickets you submitted for support or inquiries. It enables you to track the status of your ongoing tickets and ensures the timely resolution of any outstanding issues or queries they may have.