Dashboard Overview
Rake Documentation Article
Want to see how this works in practice? Try it directly inside the Rake app.
Launch Dashboard Overview Dashboard📋 Overview
The Dashboard serves as the centralized business intelligence console for your operations. It aggregates cross-table data to present real-time financial health metrics, operational metrics, and immediate compliance exposures without executing remote network queries.
⚙️ How to Use
- Locate the master filter ribbon at the top of the viewport
- Select the target Financial Year (FY) (e.g., FY 2025/2026)
- Select the Business Entity scope if you manage multiple consulting entities
- Dashboard widgets instantly re-query local data to adjust calculations
💡 Drill Down: Clicking on any summary card (e.g., Unpaid Invoices) automatically routes you to the corresponding module with matching filters pre-applied.
📑 Field Definitions
| Field | Type | Details |
|---|---|---|
| Actual Revenue (Ex GST) | Currency | Sum of all Paid invoices, stripping 10% GST component |
| Active Contracts | Count | POs where current date falls within start/end dates and hours haven't exceeded the cap |
| Pending Invoices | Currency | Total dollar value of all finalized invoices sitting in Sent status |
| Total Actual Hours | Decimal | Running summation of all time entries marked as Actual |
🔗 System Interrelationships
The Dashboard operates as a read-only aggregation engine with reactive dependencies on Timesheet & Log, Purchase Orders, and Invoicing & Billing. Any modification (adding a log, altering a PO rate, or updating an invoice status to Paid) triggers an immediate recalculation.