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Dashboard Guide

Last updated: March 31, 2026

1.1 Overview

The Dashboard is the main landing page of the Millwoods Travel CRM and provides users with a quick overview of their operational activity. It displays key performance indicators, recent tasks, and query information so that users can quickly understand the current status of their work.

From the dashboard, users can monitor query activity, review assigned tasks, track transactions, and access important system queues such as reminders, billing, and call logs.

1.2 Accessing the Dashboard

  1. Log in to the CRM system.
  2. Click Dashboard from the left navigation panel.
  3. The dashboard screen will load automatically after login and display your current activity overview.

1.3 Dashboard Sections

The dashboard is divided into multiple sections to provide quick insights into query management and user tasks.

1.3.1 Query Statistics Panel

At the top of the dashboard, users can view a summary of query activity through visual cards.

Information Displayed

  1. Queries by Source
    • Displays the number of queries categorized by their source (such as phone, website, referral, etc.).
  2. Total Queries
    • Shows the total number of queries recorded within the selected date range.
  3. Transactions
    • Displays the total monetary value or number of transactions completed for the queries.
  4. Cold Follow-ups
    • Displays the number of queries that have been moved to the cold follow-up stage for future re-engagement.

1.3.2 Date Range Filter

Users can filter dashboard data using a date range selector.

How to Use the Date Range Filter

  1. Click Select Date Range located on the top-right of the dashboard.
  2. Choose the desired start and end dates.
  3. The dashboard statistics will update automatically based on the selected date range.

1.4 Recent Actionable Queries

This section displays queries that require immediate attention from the logged-in user.

These queries are typically assigned tasks that need to be completed, such as:

  • Following up with a customer
  • Sending quotations
  • Confirming travel details
  • Updating query status

Key Points

  • Only queries assigned to the current user appear here.
  • Helps users quickly identify pending tasks.
  • Ensures important actions are not missed.

1.5 Open Queries

The Open Queries section lists queries created by the logged-in user that are still active or in progress.

Information Displayed in the Query List

Each query entry includes the following information:

FieldDescription
Query #Unique identifier assigned to the query
Query DateDate when the query was created
SourceSource from which the query was received
TypeType of service requested (e.g., ticket booking)
Trip TypeTravel type such as One-way or Return
No. of PAXNumber of passengers
LocationBranch or office location
StatusCurrent stage of the query (e.g., Quotation)

Additional Action

  • See All button allows users to view the full list of queries in the Queries module.

1.6 Top Navigation Bar

The Top Navigation Bar provides quick access to important actions and system queues.

1.6.1 Create Reminder

Icon: Red Plus (+)

Allows users to quickly create a reminder for follow-ups or tasks.

Steps to Create a Reminder

  1. Click the Red + button.
  2. Enter the reminder details.
  3. Set the date and time.
  4. Click Save.

(Detailed functionality will be explained in the Reminder Module section.)

1.6.2 Create Query

Icon: Blue Plus (+)

Allows users to create a new customer query directly from the dashboard.

Steps to Create a Query

  1. Click the Blue + button.
  2. Enter the customer and travel details.
  3. Save the query.

(Full details will be covered in the Queries Module section.)

1.6.3 Notifications

Icon: Bell Icon

Displays system notifications related to activities performed on queries associated with the current user.

Examples of Notifications

  • Query status updates
  • Query assignments
  • Remarks added by other users
  • Follow-up updates

Users can click the bell icon to view the full list of notifications.

1.6.4 Billing Queue

Icon: Document Icon

Displays a queue of queries that are pending payment processing or billing confirmation.

This helps finance or responsible users quickly identify transactions that require billing action.

1.6.5 Reminder Queue

Icon: Calendar Icon

Displays reminders associated with the logged-in user.

Users can quickly view upcoming reminders and pending follow-ups from this section.

1.6.6 Call Queue

Icon: Phone Icon

Displays a list of calls where call remarks are pending to be filled.

This ensures that call interactions with customers are properly documented.

1.6.7 User Profile & Logout

Icon: User Avatar

Displays the logged-in user’s profile information.

Available Actions

  • View logged-in user name
  • Access profile options
  • Log out of the CRM

To log out:

  1. Click the User Icon.
  2. Select Logout.

1.7 Best Practices for Using the Dashboard

  • Review Recent Actionable Queries regularly to avoid missing follow-ups.
  • Use the date range filter to analyze performance for specific periods.
  • Check the Notification Panel frequently for updates on assigned queries.
  • Ensure call remarks are updated from the Call Queue to maintain accurate records.
  • Monitor the Billing Queue to ensure timely payment processing.
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