Dashboard Overview
📊 Dashboard Overview
The Storecall Dashboard is your real-time command center — giving you visibility over all submissions, actions, and team activity across your organization.
🎥 Watch the walkthrough video below to follow along visually:
🏠 What Is the Dashboard?
The dashboard gives you a high-level summary of:
Recent audit/log submissions
Pending approvals
Outstanding actions
Key performance insights across your teams and locations
Admins and managers can use it to monitor trends, identify bottlenecks, and prioritize follow-ups.
📌 Key Sections of the Dashboard
1. Overview Cards (Top Section)
These give you quick stats, personalized to your role:
Total submissions completed
Number of open actions
Pending approvals
Missed or overdue tasks
🛠 If you're an admin, you’ll see organization-wide data. 👤 If you're a user, these will reflect just your activity.
2. Recent Submissions
This section shows the latest submissions across the business.
You can quickly view:
Submission type (Audit or Log)
Location
Template used
Score (if scorable)
Status (Open/Closed)
Assigned actions
Submitter
Useful for tracking progress on recent visits, checklists, or incident logs.
3. Pending Approvals
See all Approval workflows awaiting review or sign-off.
Filter by approver
View current status and submission detail
Take quick action to approve or reject if you have the right role
4. Outstanding Actions
Shows all actions that haven’t been completed yet.
You’ll see:
The task or issue
Who it’s assigned to
Due date
How many days it’s been open (aging)
Whether it came from a submission or was manually created
Admins can reassign, escalate, or resolve actions directly from here.
🔍 Using the Dashboard Effectively
Filter or search by location, user, or status for quicker analysis
Identify overdue actions and missed submissions
Use this to prepare for meetings, site visits, or coaching discussions
Combine it with Reports for deeper data analysis
✅ Why It Matters
The dashboard helps you:
Stay on top of operational workflows without micromanaging
Spot red flags early (e.g. repeated missed audits, unresolved actions)
Empower managers to take action faster
Maintain visibility across multiple sites or teams
🔁 What’s Next?
Once you're familiar with the dashboard, you can:
Start building reports using the Reports tab
Dig into submissions in more detail
Customize templates and workflows based on performance gaps
Need help interpreting your dashboard data?
📩 Reach out to our team anytime.
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