Dashboards
Build a custom command center for your restaurant. The dashboard system lets you arrange widgets, create multiple tabs, and tailor the view to each role — kitchen, waiter, bar, or management.
Accessing the Dashboard
- Log in to the CRM
- Click Dashboard in the sidebar
- Your saved layout loads automatically (or the default layout on first visit)
Toolbar
The toolbar at the top of the dashboard provides quick access to global controls:
| Button | What It Does |
|---|---|
| Refresh | Reload all widget data immediately |
| Sound | Toggle sound notifications on or off for new orders |
| Fullscreen | Expand the dashboard to fill the entire screen (hides browser controls) |
| Settings | Open widget and layout configuration |
| Lock / Unlock Layout | Prevent or allow dragging and resizing of widgets |
| Connection Status | Shows whether the real-time connection is active (green = connected) |
Use Fullscreen on a dedicated tablet or monitor to create a permanent station for kitchen or waiter staff.
Tabs
Tabs let you create multiple dashboard views within the same screen. For example, you might have one tab for the kitchen, another for waiters, and a third for the bar.
Managing Tabs
- Switch tabs — click any tab in the tab bar to switch views
- Add a tab — click the + button at the end of the tab bar
- Configure a tab — right-click or use the tab context menu to rename or delete
- Each tab has its own independent widget layout
Suggested Tab Setups
| Tab Name | Widgets to Include | Best For |
|---|---|---|
| Kitchen | Orders Grid, Printer Filter, Stats | Kitchen staff |
| Waiter | Orders Grid, User List, User Info | Floor staff |
| Bar | Orders Grid (filtered to drinks), Stats | Bar staff |
| Overview | Stats, Orders Grid (all printers) | Managers |
Available Widgets
Orders Grid
The core widget — displays order cards in a grid with real-time updates.
What each order card shows:
- Order status (color-coded)
- Customer name
- Items ordered
- Time elapsed since the order was placed
- Action buttons
Configuration options:
| Setting | Options | Description |
|---|---|---|
| Item Detail Level | None, Compact, Normal, Detailed | How much item information to show on each card |
| Grouping | None, By Printer, By State, By Delivery Mode | How to organize the cards |
| Sorting | Oldest First, Newest First, By Price, By Table | Card ordering |
| Filter by State | Select specific states | Show only orders in certain states |
| Filter by Payment | Paid, Unpaid, All | Filter by payment status |
| Filter by Delivery | Table, Pickup, All | Filter by delivery mode |
| Filter by Category | Select menu categories | Show only orders containing specific categories |
| SLA Timer | On / Off | Display a timer that changes color as orders age |
When enabled, the SLA timer appears on each order card. It turns yellow after a configurable delay and red when the order is overdue. This helps staff prioritize older orders.
Order Card Actions
Click an order card or use its action buttons to:
| Action | What It Does |
|---|---|
| Change Status | Move the order to the next state (e.g., Preparing to Ready) |
| Payment Status | Mark an order as paid |
| Flag Problem | Mark an order as having an issue |
| Resolve | Clear a flagged problem |
| Add Note | Attach a note visible to all staff |
| Mark Items Ready | Mark individual items as completed |
Printer / Service Point Filter
A control widget that filters the Orders Grid to show orders from specific printers.
- "All" button shows orders from every printer
- Individual printer buttons show their name and current user count
- Click a printer to filter — the Orders Grid updates immediately
User List
Shows all customers currently connected to the selected printer.
Each entry displays:
- Avatar and username
- Points balance
- OTP — the 5-digit verbal identification code
- Join time — when the customer connected to this lobby
Click a user to select them and populate the User Info widget.
User Info
Displays the full profile of the selected customer. This widget works together with the User List — select a customer there to see their details here.
Profile information:
- Avatar, username, and points balance
Expandable sections:
| Section | Content |
|---|---|
| Vouchers | Active vouchers the customer holds |
| Active Orders | Orders currently in progress |
| Recent Orders | Completed orders from past visits |
| Transactions | Full points history (earned, spent, awarded) |
Stats
A summary bar showing key numbers at a glance:
| Stat | What It Shows |
|---|---|
| Total Orders | All orders for the current session |
| Preparing | Orders currently being made |
| Ready | Orders waiting for pickup |
| Closed | Successfully completed orders |
| Cancelled | Orders that were cancelled |
Order Creation
A form widget for creating offline orders on behalf of customers. Use this when a customer orders in person, over the phone, or when the mobile app is not available.
See Receiving Orders for more details about the order flow.
Customizing Your Layout
Rearranging Widgets
- Make sure the layout is unlocked (click Unlock Layout in the toolbar if needed)
- Drag any widget by its header to move it to a new position
- Resize any widget by dragging its edges or corners
- Widgets snap to a grid so everything stays aligned
Adding Widgets
- Click Settings in the toolbar
- Browse the list of available widgets
- Click a widget to add it to the current tab
- Drag it into position and resize as needed
Removing Widgets
- Unlock the layout
- Click the close button on the widget you want to remove
- The widget disappears and remaining widgets adjust
Locking the Layout
Once you are happy with the arrangement:
- Click Lock Layout in the toolbar
- Widgets can no longer be accidentally dragged or resized
- All widget functionality (clicking, filtering, scrolling) still works normally
Lock the layout after setup, especially on shared tablets. This prevents staff from accidentally rearranging the dashboard during busy service.
Recommended Setups
Kitchen Station
Best for a dedicated kitchen display:
- Create a tab called "Kitchen"
- Add the Orders Grid widget (set Item Detail Level to Detailed, Sorting to Oldest First)
- Add the Printer Filter widget at the top
- Add the Stats widget for a quick count of pending orders
- Enable SLA Timer to track order age
- Turn on Sound notifications
- Switch to Fullscreen
- Lock the layout
Waiter Station
Best for floor staff managing customers:
- Create a tab called "Waiter"
- Add the Orders Grid (Item Detail Level: Compact, Grouping: By Printer)
- Add the User List widget on the side
- Add the User Info widget below the User List
- Add the Printer Filter at the top
- Lock the layout
Manager Overview
Best for supervisors monitoring the whole operation:
- Create a tab called "Overview"
- Add the Stats widget at the top (full width)
- Add the Orders Grid (Grouping: By State)
- Keep Printer Filter set to "All"
- Optionally add User List for customer visibility
Tips for Getting the Most Out of Dashboards
- Create role-specific tabs — kitchen staff do not need customer info, waiters do not need detailed item views
- Use the SLA timer during busy periods to catch orders that are taking too long
- Lock the layout on shared devices to prevent accidental changes
- Enable sound on at least one station so new orders are never missed
- Use fullscreen on dedicated screens to maximize the working area
- Filter by category if different stations handle different parts of the menu (e.g., food vs. drinks)
Related Pages
- Kitchen Display — the simplified kitchen-focused view
- Waiter Dashboard — the lobby-based waiter view
- Receiving Orders — understanding the full order lifecycle