Understanding the Dashboard
Stat cards, alerts, activity feed, and quick actions — everything you need at a glance.
Stat cards
Six stat cards display real-time counts pulled from your account. Cards with live issues — "Awaiting Signature" and "Waste Held" — are highlighted in a contrasting border colour and show an animated pulse dot. A thin progress bar under the count shows the proportion relative to your total notes. The "Unpaid Invoices" card also shows the total outstanding value in pounds. The "Drivers" card is visible to account owners only.
Dashboard Alerts
Below the stat cards, a red-bordered alert strip appears whenever there are actionable issues. Each alert shows an icon, a plain-English message, and a "View" link. Three alert types are shown: open chain gaps (waste held with no follow-on transfer), deferred-party notes (notes waiting for an unknown party to be identified), and permits expiring within 30 days.
Activity feed
The left panel in the lower section shows your last 15 account events in reverse chronological order: notes created, completed, clients added, invoices sent, and more. Each item shows the event type, entity reference, and timestamp.
Clients panel
The right panel shows your four most recently added clients. Each row shows the client name, role, and carrier registration if set. Click any row to go to that client's detail page. "Add" opens the new client form; "Manage" goes to the full clients list.
Field Reference
| Field | Required | Description |
|---|---|---|
| Total Notes | No | Count of all notes (draft + complete) in your account. |
| Awaiting Signature | No | Notes with status pending_signature. Shown with alert styling when non-zero. |
| Saved Clients | No | Total number of client records in your account. |
| Waste Held | No | Complete notes with chain_status = open — waste that has been collected but not yet transferred on. Shown with alert styling when non-zero. |
| Unpaid Invoices | No | Count of invoices with status "sent" or "overdue", plus total value. |
| Drivers | No | Active driver team members. Visible to account owners only. |