The dashboard is the first screen you see after signing in. It adapts to your role, so you land on the numbers and actions that matter to your job — and you can further tailor the layout to your preference.
What each role sees
Every dashboard is assembled from widgets (KPI tiles, charts, lists, and quick actions). You only ever see the widgets your role has access to; a user with more than one role sees the combined set.
Widgets are organized under named sections — School Overview, My Day, Finance, Students & Enrollment, Attendance, Academics, Medical, Assets & Inventory, Library, and Shortcuts — so every tile and chart is labeled with the area of the school it describes. Alert banners appear above the sections, unlabeled.
| Role | Highlights |
|---|---|
| Director / Headteacher | School-wide KPIs (students, staff, revenue, arrears), financial overview, gender & boarding charts, alerts for enrollment and pending approvals |
| Bursar | Revenue, arrears, running balance, account balances by type, top outstanding balances, and action queues for overdue invoices, pending expenses, and pending waivers |
| Registrar | Student totals, gender and boarding splits, enrollment-by-class, unenrolled-student alerts |
| Dean of Studies | Marks recorded, students assessed, average score, pass rate, and a score distribution |
| Teacher | Today's classes, roll calls this week, your schedule, your attendance-rate trend |
| Librarian | Titles and copies, active and overdue loans, unresolved damage |
| Nurse | Open visits, active courses, doses due today, low-stock and expiring medicines, visits by severity and outcome |
| Storekeeper | Fixed-asset count and value, consumables, assignment split, low-stock and expiring items, restock pipeline |
Every dashboard also has a Quick Actions panel that links straight to the tasks you perform most, and a personalized greeting with your name, role, and the period the figures cover.
Choose the period the figures cover
The top bar carries a period picker, marked with a calendar icon. It opens on the current term and lists All time — every term the school has on record — alongside each term that has run or is running, newest year first. On a phone it is the calendar icon alone, with no label beside it; the chip in the page header names the period instead.
- The current term is the default on every fresh sign-in. If no term is marked current, the newest available term is used instead.
- Pick a term and the finance, academic and attendance figures narrow to that term, with the all-time figure kept beneath each one so a term is always read against the whole record.
- Pick All time to show the school's whole record.
- A chip in the page header names the period in view, and turns amber for a term that has already ended, so a past term is never mistaken for the present. Back to all time widens the view to the school's whole record. The picker itself also takes on the accent colour while a term is selected, so a narrowed period is visible at a glance even on a phone, where the picker shows no label.
Some figures have no term meaning and never move with the picker — outstanding arrears, student and staff headcount, and account balances are all point-in-time facts, and read as of today.
The picker also drives Finance → Overview, where the same rules apply: each money tile leads with the selected period and carries the all-time figure beneath, the revenue-vs-expenditure chart follows the period, and the collection rate is the rate for that period. Outstanding fees and the accounts behind them never move — they read as of today.
The picker appears on the dashboard home and Finance → Overview. Other pages with their own term filter — marks entry, invoices, fee structures, the duty rota — keep those filters for now. Terms that have not started yet are not offered: they hold no figures.
Collection history
The Collection History chart under Finance plots school fees invoiced against fees collected, term by term, so you can see whether collection is improving rather than only what one term brought in. Beside it are the all-time collected and outstanding totals, and the collection rate for each of the last four terms.
A term's figure is fixed to the invoices raised against that term, so it does not change when a student later leaves the school. Admission fees are one-time income and are reported separately from the series. Waived fees leave both the outstanding figure and the collection rate — forgiven money is not money missed.
Personalize your layout
Use Customize (top-right of the dashboard) to make the layout your own.
- Reorder — use the up/down arrows to move a widget higher or lower. Each widget's section name is shown under its title so you know which heading it renders under.
- Hide / show — use the eye toggle to remove a widget you don't need, or bring it back.
- Save — your layout is saved to your profile, so it follows you across devices.
- Reset — return to the default layout for your role at any time.
Your customization only affects your own dashboard. Other users — even those with the same role — keep their own layouts.
Hide monetary amounts
Use the Hide numbers button (top-right, beside Customize) to mask every money
amount on the dashboard — revenue, arrears, balances, expenses, and the finance
charts all switch to UGX ••••. It's handy when you're presenting on a projector
or reviewing the dashboard on a shared screen. Press Show numbers to reveal
them again.
The same toggle appears on the Finance Overview page, and your choice is saved to your profile, so it stays in effect across pages and devices until you switch it back. Counts and percentages (like students-with-balance or collection rate) stay visible — only currency amounts are masked.
Notes
- KPI numbers come from live aggregates and refresh each time you open the dashboard.
- If your school hasn't started a study year yet, non-teaching staff will see a short setup prompt instead of KPIs until a term is running.
- Amounts are shown in Ugandan Shillings (UGX).