Business Dashboard

The business health of your lab at a glance: revenue, customers, turnaround, and sample flow.

Hero stats

Revenue this month — sum of billed work from the 1st of the month (ex-VAT).
Samples in progress — samples in a non-terminal status (anything other than Approved / Rejected / Cancelled).
% On-time — percentage of samples released by their due date over the last 30 days. Green ≥ 90%, amber 75–89%, red < 75%.
New customers (quarter) — customers whose first order falls in the current quarter.

Operations

Turnaround time (30 days) — TAT distribution bucketed into ≤ 3d / 3–7d / 7–14d / > 14d. Each bar shows completed releases (Approved + Rejected) in green and Cancelled samples in amber, so cancellations don't masquerade as fast turnaround. Click a bar to open the samples list filtered to the same day-range.
Backlog by status — samples grouped by status. Click a bar to open the samples list pre-filtered.
Workload by analyst — in-progress samples grouped by the technician who started the analysis (AnalysisRecord.createdById). Click a name to open the samples list.
Throughput per week (12 weeks) — approved samples (green) vs rejected/cancelled (red). Click a legend item to hide that series.

Financial

Revenue last 12 months — monthly revenue trend.
Service mix (YTD) — share of revenue per service from January 1. The top 8 services render as separate slices; everything smaller plus charges with no priced-service mapping roll up into "Other".
Outstanding invoices by age — open invoices (Sent or Overdue, no payment recorded) bucketed into 5 age groups by due date. Colour deepens as overdue days grow. Click a bucket to open the invoices list filtered.
Top 10 customers (YTD) — top customers by billed revenue since January 1. Click a row to open the contact.

Export & print

CSV · Customers — downloads the top-10 customers (name, revenue EUR, sample count) as top-customers-YYYY-MM-DD.csv.
CSV · Revenue — downloads the 12-month monthly trend as revenue-12-months-YYYY-MM-DD.csv. Amounts are raw decimal EUR (e.g. 4523.50) with no currency symbol — accountant-friendly.
Print PDF — generates a multi-page PDF of every chart on the dashboard. The icon next to the button toggles landscape / portrait orientation.

Access

Visible only to Lab Director and Quality Manager roles.

Customizing the dashboard

The "Customize" button (top-right of each Dashboard tab) lets you reorder and hide/show cards:

Move — drag a card by its handle to reorder it. On the Business tab the operational cards reorder; the 4 hero KPIs stay fixed.
Hide — click the ✕ on a card; it moves to the "Hidden widgets" tray, where you can add it back.
Click "Done" to leave customize mode.

The layout is saved per user. Each role starts from a sensible default layout (e.g. financial cards for Lab Director / Quality Manager, operational cards for everyone). The same customization applies to the cards on the Compliance (quality) tab.