Management Dashboard

Introduction

The Management Dashboard module aggregates cross-functional management information: wages sheets, uniform issue/recovery, advance recovery, billing vs expense P&L views, and other executive MIS. It targets leadership and finance controllers who need company-wide visibility beyond a single operational module.

Purpose

Management Dashboard provides:

• Executive landing page with embedded KPI tiles
• Crystal-based management reports spanning payroll, stock, and billing data
• Unit wages sheets and deduction summaries
• Recovery tracking (uniform, advance)
• P&L-style summaries with and without GST

When to Use

Use Management Dashboard when you:

• Review unit economics and wage cost across clients
• Analyze uniform issue vs recovery performance
• Reconcile billing revenue against expenses
• Export large MIS datasets for board or client reporting

Route spelling

The Area is ManagmentDashBoard (missing “e” in Management). Entry path: /ManagmentDashBoard/ManagmentDashBoard/Index.

Overview / Architecture

A small controller surface delegates heavy lifting to ManagementDashboard_DAL and Crystal viewers (ManagementReportViewer.aspx).

Entry URL: /ManagmentDashBoard/ManagmentDashBoard/Index
PageID: ManagementDash
Module flag: ManagementDashboard

Controllers

Controller	Primary responsibility
ManagmentDashBoard	Executive dashboard (spelling preserved)
ManagementReports	MIS report filter pages
ManageError	Area error handling

ManagementReports actions

Action	Typical focus
UnitwagesSheet	Unit-wise wages
UniformIssuedReport	Uniforms issued
UnitDeductionSheet	Deduction summary
EmployeeDisbursmentHistory	Disbursement history
AdvanceRecovered	Advance recovery
UniformRecovered	Uniform recovery
BillingExpenseDetails	Billing vs expense
PLSummaryWithoutGST	P&L without GST

Views / Layout

Asset	Role
_ManagmentDashBoardLayout.cshtml	Management shell
Dashboard views	Tiles linking to reports
ManagementReportViewer .aspx	Crystal report host

DAL

DAL class	Role
ManagementDashboard_DAL	Dashboard and report datasets

Reports often invoke long-running stored procedures—filter parameters (company, period, unit, client) are critical for performance.

Business Objects

Namespace: BO.ManagementDashboard

BO type	Role
ManagementDashBoard_BO	Dashboard filter and result payloads

Individual report actions may use anonymous or strongly typed filter models in controllers before passing to DAL.

Typical Workflow

Monthly management review:

Data Flow

1. User with ManagementDashboard flag opens dashboard → DAL read SPs scoped by CompID.
2. Report screens collect period/unit/client filters.
3. ManagementReportsController calls DAL → large read SP → DataTable.
4. Crystal viewer binds .rpt template; Excel export where implemented.
5. Data originates from payroll, stock, and billing tables maintained in other modules.

Reports

Report	Controller action
Unit wages sheet	UnitwagesSheet
Uniform issued	UniformIssuedReport
Unit deductions	UnitDeductionSheet
Employee disbursement history	EmployeeDisbursmentHistory
Advance recovered	AdvanceRecovered
Uniform recovered	UniformRecovered
Billing expense details	BillingExpenseDetails
P&L without GST	PLSummaryWithoutGST

All require Crystal runtime on the server.

Permissions

Gate	Requirement
Module flag	dtVerifyUser.ManagementDashboard == true
Session	Valid CompID
PageID	ManagementDash (not ManagementDashboard)
Data sensitivity	Reports expose payroll and billing—restrict flag carefully

Common Issues

Symptom	Likely cause
Report timeout	Broad filters on large SP
Crystal failure	Missing runtime or unpublished .rpt
Zeros in P&L	Billing or payroll not closed for period
404 entry	Wrong Area spelling

Related Pages

• Payroll
• Bills
• Stock
• Crystal Reports

Important Notes

Cross-module data

Management MIS is read-only aggregation. Fix source data in Payroll, Bills, or Stock—not in the report viewer.

PageID

Use ManagementDash in ModuleManagement links.

Common Mistakes

Mistake	Consequence
Running wages sheet before payroll process	Misleading unit costs
Comparing GST and non-GST P&L interchangeably	Wrong executive decisions
Granting flag to operational clerks	Over-broad financial exposure

Next Steps

1. Close payroll and billing for the review month.
2. Run UnitwagesSheet for a pilot client.
3. Reconcile PLSummaryWithoutGST against Bills MIS.