Dashboard Overhaul

Background

Admins & Loan Officers want to see their data reported in different ways

Admins want to see:

inventory levels (and quickly reorder based on that)

Volume of sends per Loan officer

Volume of sends per kit SKU

Volume of total kits sent

Number of Active Loan Officers

Loan Officers want to see:

Volume of total kits sent

Number of QR Codes sent

Recipient table of QR codes scanned

Solutions

Admin Dashboard

On the Admin dashboard, can we rename ”Latest Product List” at the bottom to Inventory Management

This table should include all of the kits in the client catalog

Simplify the Inventory Management (formerly “Latest Product List”) table

Remove the column for Type of Product

Remove the column for Number of Product in Kit

Add a column for “30-Day Volume”

Add a column for “60-Day Volume”

Add a button that says ‘Reorder’ that does what the Gift Catalog functionality does.

Add a chart for date-based volume for different SKUs

Add a table for “Order Volume per Loan Officer”

Paginated to show 10 at a time (can ‘flip’ to the next 10 using arrows, similar to the below)

Filter by Kit (the only filter)

Add a chart for date-based volume for all SKUs (shows MM/DD instead of week number)

Add a chart for date-based volume for Active Loan Officers

An active Loan Officer is defined as having placed an order in the last four weeks (shows MM/DD instead of week number)

Loan Officer Dashboard

Keep the Number of Kits sent & Number of QR codes scanned—those are good

Remove the recent Orders table

Add a table of ‘Recent QR Codes Scanned' with their associated recipients

in this table include:

Recipient Name

Recipient Phone Number

Recipient Email

Date the Recipient scanned the QR code (“QR Scan Date”)

If possible?