Suggestion: Dashboard

[davemc50]

Request: Dashboard of integration status

Target audience: Accounts & membership administration volunteers

Purpose: To feel on top of the integration process, to see it is flowing smoothly, to quickly see issues and find more information on them. Saves time fishing around menus for this information, allows more effective use of users time, high overall satisfaction with the tool, the packages, the role. Follow through on the civi dashboard model.

Layout: Tight, concise, dense, linked, scrollable. Everything in one view, not verbose & spilling onto multiple pages.

Potential panels for the dashboard:

• Totals for count & value of invoices sent & received this month
• Total payments sent this month
• Currently queued to send to or receive from Xero, which will be in the next scheduled task
• Recent invoice sends, receives - customer, invoice no, date, amount
• Recent payment processor sends
• Recent contact sends
• Recent contact receives
• Recent schedule jobs, list and count of success and fail
• Recent integration errors - date, short version of error
• Next few schedule tasks due - date/time, short desc
• Buttons for redo, undo, rollback, do now, pause/resume all schedules
• Context panel - which civi db/site/org is sending to which xero instance company
• Popout help bubble panels that either link to the docs, or more fully explain what the process does.
• Notes panel, where free form notes on the current issues can be written and seen by all dashboard users - eg Schedules paused for Xero year end until Wednesday.

Each list above clicks through to a full relevant list page