The Octayne PSA Dashboard is your central hub for monitoring work, tracking performance, and gaining visibility into organizational health. Octayne provides two categories of dashboards:
Dashboards update in near-real-time, pulling data from timesheets, projects, invoices, and resource plans across the platform.
[Screenshot: Top-level navigation showing "My Dashboard" and "Organization Dashboards" tabs]
My Dashboard is the default landing page after login. It provides a personalized snapshot of your work and performance.
| Section | Description |
|---|---|
| Recent Activity | A feed of your latest actions -- time entries submitted, projects updated, invoices sent, etc. |
| Assigned Projects | A list of projects you are currently a member of, with status indicators (Active, On Hold, Draft). |
| Utilization Stats | Your personal utilization rate, calculated as billable hours divided by available hours for the current period. |
| Upcoming Deadlines | Tasks and milestones approaching their due dates across all your active projects. |
| Timesheet Status | The status of your current timesheet (Open, In Review, Approved, Rejected) with a quick link to open it. |
| Hours This Week | A summary bar showing hours logged this week versus your target. |
[Screenshot: My Dashboard showing utilization chart, assigned projects list, and recent activity feed]
Tip: Your dashboard layout is saved per user and persists across sessions and devices.
Organization Dashboards provide leadership and managers with high-level visibility into the health, financials, and profitability of the entire organization.
To access Organization Dashboards, both of the following must be true:
ENABLE_ORG_DASHBOARD feature flag must be enabled for your organization. This is configured by a platform administrator in Settings > Feature Flags.projects:create_edit_delete permission. This is typically granted to Admin, Manager, and Project Lead roles.Warning: If you do not see the Organization Dashboards tab in the navigation, one or both of the prerequisites above are not met. Contact your organization administrator.
[Screenshot: Feature Flags settings page showing ENABLE_ORG_DASHBOARD toggle]
[Screenshot: Organization Dashboards tab with three dashboard options listed]
The Project Health dashboard provides an org-wide overview of all projects and their current standing.
| Metric | Description |
|---|---|
| Total Active Projects | Count of all projects in "Active" status. |
| Projects At Risk | Projects where actual hours exceed planned hours by more than 10%, or where the project end date is approaching with incomplete deliverables. |
| Budget Utilization | Percentage of total budget consumed across all active projects. Displayed as an aggregate and per-project. |
| Hours Burned vs. Planned | A comparison chart showing actual hours logged against planned/booked hours, broken down by week or month. |
| Project Status Distribution | A pie chart showing the count of projects in each status (Draft, Active, On Hold, Completed, Archived). |
| Team Utilization | Org-wide utilization rate with drill-down by team member. |
[Screenshot: Project Health dashboard with budget utilization bar chart and project status pie chart]
Tip: Use the Project Health dashboard during weekly leadership meetings to identify at-risk projects early and reallocate resources proactively.
The Collections dashboard provides a financial overview focused on invoice collection and accounts receivable.
| Metric | Description |
|---|---|
| Total Outstanding | Sum of all unpaid invoices across all clients. |
| Overdue Invoices | Count and total value of invoices past their due date. |
| Average Days to Collect | The mean number of days between invoice issuance and payment receipt. |
| Collections by Client | A breakdown of outstanding amounts grouped by client, sortable by amount or age. |
| Aging Report | Invoices categorized into aging buckets: Current, 1-30 days, 31-60 days, 61-90 days, 90+ days. |
| Monthly Collections Trend | A line chart showing total collections received per month over the past 12 months. |
[Screenshot: Collections dashboard showing aging report table and monthly trend line chart]
Tip: Export the aging report by clicking the Export CSV button in the top-right corner of the aging table. Share it with your finance team for reconciliation.
The Profitability dashboard provides an analysis of organizational profitability across projects and clients.
Note: The Profitability dashboard is currently a Beta feature. It is available for preview, but metrics and visualizations may change in future releases. To enable it, the ENABLE_PROFITABILITY_DASHBOARD feature flag must also be turned on.
| Metric | Description |
|---|---|
| Gross Margin | Total revenue minus total cost of services delivered, expressed as a percentage. |
| Profitability by Project | A ranked list of projects sorted by profit margin, showing revenue, cost, and margin for each. |
| Profitability by Client | Aggregated profitability across all projects for each client. |
| Revenue vs. Cost Trend | A dual-axis chart showing monthly revenue and cost trends, with margin overlay. |
| Effective Rate | The blended hourly rate actually realized across the organization (total revenue / total billable hours). |
| Top Performers | Projects or clients contributing the highest absolute profit. |
[Screenshot: Profitability dashboard showing revenue vs. cost trend chart and project profitability table]
Warning: Profitability calculations depend on accurate cost rates being configured for each team member in Settings > Members > Cost Rates. If cost rates are missing, profitability figures will be understated.
Octayne provides seamless navigation between dashboards:
[Screenshot: Dashboard tab navigation bar showing active tab highlighted]
Tip: Bookmark your most frequently used dashboard directly in your browser for quick access.
All dashboards support filtering and date range selection to focus the data displayed.
[Screenshot: Filters panel expanded with date range, project, and client selectors]
Note: Dashboard filters are not persisted between sessions. Each time you visit a dashboard, it loads with default filters.
Utilization is calculated as:
Utilization % = (Billable Hours Logged / Available Hours) x 100
Budget Utilization % = (Actual Cost / Budget) x 100
Gross Margin % = ((Revenue - Cost) / Revenue) x 100
Tip: Hover over any metric on a dashboard to see a tooltip explaining how it is calculated and what data sources it uses.
| Issue | Possible Cause | Solution |
|---|---|---|
| Organization Dashboards tab not visible | ENABLE_ORG_DASHBOARD feature flag not enabled |
Contact your administrator to enable the flag in Settings > Feature Flags. |
| Organization Dashboards tab visible but shows "Access Denied" | Missing projects:create_edit_delete permission |
Contact your administrator to update your role permissions. |
| Dashboard shows no data | No time entries, projects, or invoices exist for the selected date range | Adjust the date range or verify that data has been entered in the platform. |
| Utilization rate shows 0% | No approved timesheets in the selected period | Ensure timesheets are submitted and approved. Only approved hours count toward utilization. |
| Profitability dashboard missing | ENABLE_PROFITABILITY_DASHBOARD feature flag not enabled |
Contact your administrator to enable the Beta feature flag. |
| Data appears stale or outdated | Dashboard cache has not refreshed | Click the Refresh icon in the top-right corner of the dashboard to force a data refresh. |
| Profitability numbers look wrong | Cost rates not configured for team members | Navigate to Settings > Members and ensure cost rates are set for all team members. |
Q: How often does dashboard data refresh?
A: Dashboard data refreshes automatically every 5 minutes. You can force an immediate refresh by clicking the Refresh icon.
Q: Can I export dashboard data?
A: Yes. Most dashboard sections include an Export CSV or Export PDF button. Look for the export icon in the top-right corner of each dashboard widget.
Q: Can I create custom dashboards?
A: Custom dashboards are not currently supported. The available dashboards are My Dashboard, Project Health, Collections, and Profitability. Custom reporting is available under the Reports section.
Q: Why does my utilization rate differ from what my manager sees?
A: My Dashboard shows your personal utilization. Your manager may be viewing the Organization Dashboard, which shows org-wide or team-level utilization. Date range and filter settings can also cause differences.
Q: Can I set a different dashboard as my default landing page?
A: Yes. Navigate to Settings > Preferences > Default Landing Page and select the dashboard you want to see first after login.
Q: Who can see Organization Dashboards?
A: Only users whose role includes the projects:create_edit_delete permission and whose organization has the ENABLE_ORG_DASHBOARD feature flag enabled.
Q: Is the Profitability dashboard data included in the Project Health dashboard?
A: No. The Profitability dashboard is a separate view with its own metrics. However, some data points (like hours and budget) overlap. The Profitability dashboard adds cost and margin analysis.
Client management, billing info, notes, and customer settings.
