Dashboard Overview

What the Dashboard Shows

The ChairPulse dashboard is your daily command center. When you sign in, it gives you an immediate picture of what needs attention across your practice: overdue maintenance, open issues, pending invoices, and upcoming compliance deadlines. Everything is scoped to the office you have selected in the sidebar office switcher, or you can view aggregated data across All Offices if you manage multiple locations.

The dashboard is organized into the following sections, from top to bottom:

1. Dashboard Header -- office name, attention summary, search, and quick actions
2. Welcome Banner -- greeting and tutorial link (first-time users only)
3. Quick Stats Row -- four metric cards at a glance
4. Alert Bars -- prominent banners for active issues and compliance tasks due
5. Invoice Review Alert -- pending invoices awaiting reconciliation
6. Pending SOPs Indicator -- AI-generated SOPs that are generating, ready, or failed
7. AI Diagnostic Feedback Prompt -- quick feedback on recent AI Assistant usage
8. Today's Tasks -- the main maintenance task section with room-based cards

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Dashboard Header

The header appears at the top of every dashboard view and contains:

• Office name -- displays the currently selected office name, or "All Offices" when viewing across locations.
• Attention summary -- a line reading "X items need attention" in amber, with a separate "Y urgent" count in red if any high-priority or critical issues exist. The attention count is the sum of overdue maintenance, due-today maintenance, active issues, and invoices awaiting review.
• Global Search -- a search bar to find equipment, issues, and other records across the platform.
• Quick action buttons (desktop): Add Equipment, Log Issue, and Ask SOP Assistant. On mobile and tablet devices these condense into icon buttons with an overflow menu.
• Notification Bell -- in the top-right corner, showing unread notification count. See Alerts & Notifications for details.

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Welcome Banner and Onboarding

When you sign in to ChairPulse for the first time, two things appear:

Welcome Banner

A personalized greeting based on the time of day -- "Good morning," "Good afternoon," or "Good evening" -- followed by your first name and "Welcome to ChairPulse." The banner includes:

• A prompt to complete the setup checklist or explore the dashboard
• A Watch Tutorial button that opens a tutorial video modal
• A dismiss button (X) to close the banner

The welcome banner only appears on your very first dashboard visit and does not return after dismissal.

Getting Started Checklist

An onboarding checklist widget appears in the sidebar (below the navigation items) and guides you through initial setup. The checklist is titled "Get started" and tracks progress with a completion counter (e.g., "3/7") and a progress bar.

The checklist items are:

Completed items show a checkmark and strikethrough text. You can collapse the checklist, or dismiss it entirely with the X button. Once all items are completed, the checklist automatically hides.

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Quick Stats Row

Four metric cards appear in a row (2x2 grid on mobile, 4 columns on desktop) providing key numbers at a glance. Each card is clickable and navigates to the relevant section.

Each card includes a hover tooltip with a description of the metric. For example, the Completion card tooltip reads: "Percentage of scheduled tasks completed on time over the last 30 days."

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Alert Bars

Below the quick stats, two color-coded alert bars appear when there are items requiring attention:

Issues Alert Bar

A red-tinted banner that reads "X active issues need attention" with a breakdown showing how many are "awaiting tech" and how many are "open." Clicking the bar or the View Issues link navigates to the Issues page.

Compliance Alert Bar

A blue-tinted banner that reads "X compliance tasks due" with a breakdown showing how many are "overdue" and how many are due "today." Clicking the bar or the View Compliance link navigates to the Compliance page.

Both alert bars are hidden when their respective counts are zero.

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Invoice Review Alert

When invoices are pending reconciliation, an amber-bordered card appears with the heading "X invoices awaiting your review." It shows up to three invoices with:

• Vendor name
• Associated equipment or issue title
• Invoice amount
• A Review button for each invoice

A Review All link at the top navigates to the Invoice Analytics page. This section is hidden when no invoices are pending.

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Pending SOPs Indicator

This section notifies you about AI-generated SOPs in three possible states:

• Generating -- a spinning indicator with "X SOPs generating..." and the message "We're creating your procedures." Clicking navigates to the SOP Hub.
• Ready -- a card reading "Your SOP is ready!" (or "X new SOPs ready!") with a "New" badge. Clicking navigates directly to the SOP or to the SOP Hub.
• Failed -- a red card reading "SOP failed to generate." Clicking navigates to the failed SOP for retry or review.

This indicator polls every 10 seconds and auto-dismisses once you click through to view the SOP.

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AI Diagnostic Feedback Prompt

If you recently used the AI Diagnostic Assistant for an unresolved issue, a feedback card may appear asking "How was your AI Diagnostic experience?" It references the specific issue title and offers two response buttons:

• It was helpful -- submits positive feedback immediately
• Could be better -- reveals a text field for optional improvement suggestions, with a Submit Feedback button

The prompt only appears for conversations within the last 24 hours that have not yet received feedback.

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Today's Tasks (Maintenance Section)

The largest section on the dashboard is Today's Tasks, which shows maintenance tasks organized by room. This section has its own header with:

• The title "Today's Tasks"
• A pending badge showing the count of overdue + due-today tasks
• The current date (e.g., "Wed, Mar 12")
• A View All link to the full Maintenance page

Tasks are displayed in a room card grid where each card represents a room (e.g., "Operatory 1," "Sterilization Room") and lists the tasks due for that room. You can:

• Filter tasks by assignee using staff member tabs
• Complete tasks individually or in batches by selecting a staff member
• Reschedule tasks to a future date

Adaptive States

The Today's Tasks section adapts based on your practice's data:

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How the Dashboard Adapts to Your Practice

The dashboard dynamically reflects the state of your practice data:

• Office scoping -- all counts and lists filter to your selected office. Switch offices using the office switcher in the sidebar.
• Empty states -- sections like Invoice Review Alert, Active Issues, Pending SOPs, and AI Feedback only appear when there is relevant data. The dashboard never shows empty placeholder cards.
• First-time experience -- new users see the welcome banner and tutorial modal on their first visit, plus the onboarding checklist in the sidebar until all setup steps are complete.
• Real-time updates -- the dashboard uses live data queries that refresh automatically. The maintenance section re-evaluates task windows every 5 minutes to unlock time-of-day tasks as they become due.

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Related Pages

• Alerts & Notifications -- deep dive into notification types and how to act on them
• Navigating the Interface -- sidebar, office switcher, user menu, and help panel
• Maintenance Overview -- full details on maintenance schedules and task management
• Compliance Overview -- compliance tracking and task completion
• Issues Overview -- creating and managing equipment issues