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.
Utilization dashboard, roadmap, and professional metrics.
