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Dashboards Fundamentals

Estimated Time: 25 minutes Audience: Managers, Dispatchers, Team Leads Prerequisite: Basic Odoo navigation

Course Overview

Lesson Topic Time
1 Dashboard Overview 10 min
2 Reading and Using Each Dashboard 15 min

After completing these lessons, you'll be able to access each dashboard and interpret the data to make informed decisions.

Lesson 1: Dashboard Overview (10 min)

Learning Objectives

  • Understand what dashboards are available at Scott Recycling
  • Know which dashboard to use for which purpose
  • Navigate to dashboards from the Odoo menu

Available Dashboards

Scott Recycling has five dashboards, each serving a different operational need:

Dashboard Purpose Best For
Calls Dashboard Track call activity, queue performance, contact rates CSR Managers, Team Leads
Attendance Dashboard Monitor clock-in/out, hours worked, patterns Managers, HR
Transfer Location Dashboard View inventory transfers between locations Warehouse Managers
Daily Production Overview See daily processing volumes and throughput Operations Managers
Truck Location Map Real-time vehicle locations via GPS Dispatchers, Managers

Accessing Dashboards

Dashboards are accessed through the SR Operations or Dashboards menu in Odoo. Each dashboard opens a dedicated view with charts, tables, and filters.

Lesson 2: Reading and Using Each Dashboard (15 min)

Learning Objectives

  • Interpret key metrics on each dashboard
  • Use filters and date ranges to focus on specific data
  • Identify actionable insights from dashboard data

Calls Dashboard

Shows call queue performance metrics:

  • Contact rate — Percentage of customers successfully reached
  • Queue breakdown — How many customers are in each queue (A/B/C/D)
  • Call volume — Number of calls made per period

Daily Check

CSR managers should check the Calls Dashboard at the start of each day to see queue sizes and prioritize team assignments.

Attendance Dashboard

Shows employee time tracking data:

  • Clock-in/out times — Who's working and when
  • Hours worked — Daily and weekly totals
  • Attendance patterns — Late arrivals, early departures, overtime

Transfer Location Dashboard

Shows inventory movement between warehouses:

  • Transfer volumes — What's moving where
  • Pending transfers — Items in transit
  • Location utilization — How full each location is

Daily Production Overview

Shows processing throughput:

  • Units processed — Daily counts by type
  • Weight processed — Pounds/tons by material category
  • Trend lines — Compare today vs. previous days

Truck Location Map

Shows live vehicle positions:

  • GPS positions — Real-time truck locations on a map
  • Route status — Which trucks are on route, idle, or at the warehouse
  • Driver assignment — Who's driving which truck

Map Updates

The truck location map refreshes based on Samsara GPS data. Positions are near real-time but may have a slight delay.

What's Next?

Quick Reference

Dashboard Check Frequency Key Metric
Calls Dashboard Daily Contact rate, queue sizes
Attendance Dashboard Daily Hours worked, late arrivals
Transfer Location As needed Pending transfers
Daily Production Daily Units/weight processed
Truck Location Map Throughout day Vehicle positions