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Using The KPI Dashboard In Beam Machine

How to use the current KPI dashboard route in Beam Machine and how to read its live versus placeholder widgets safely.

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Using The KPI Dashboard In Beam Machine

This page shows you how to use the KPI dashboard without pretending every widget is fully live.

Product: Beam Machine
Module: Reporting -> KPI Dashboard
Role: Financial Controller, Practice Lead, Admin
Difficulty: Beginner
Time: 5 minutes
Last Updated: 2026-03-10
Version: Current live reporting route in this repo

Before You Start

  • You should know which widgets are currently live and which are placeholders.
  • If you need review-ready financial statements, start with ./01-running-financial-reports.md.

What is this page?

This route is the KPI dashboard surface. It mixes some live counts with some placeholder chart areas.

Live values currently shown include:

  • active clients
  • engagements

Thin or placeholder areas currently include:

  • revenue MTD
  • utilization rate
  • chart panels such as revenue by module, engagement progress, cash flow projection, and staff utilization

When do you use this?

Use this page when you need a quick dashboard view and you understand that some widgets are still thin.

Do not use placeholder widgets as decision-grade output.

Where do you find it?

Primary path: Reporting -> KPI Dashboard

How do you use it safely?

  1. Open Reporting -> KPI Dashboard.
  2. Read the live stat cards first.
  3. Treat placeholder charts as directional UI, not as confirmed analytics.
  4. Use the dashboard to orient yourself, then move into the stronger reporting pages for actual evidence.

Common Questions & Issues

"Why do some widgets show dashes or placeholder text?"

Why this happens: The current route mixes real data with placeholder components.

Fix: Use this page as a quick orientation layer only. Move to Financial Reports, Executive Summary, or Benchmarks for stronger current output.

What's Next

Related Pages

Still Stuck?

  • Search the help centre
  • Check the route in ../98-screen-map.md
  • Contact support: support@veva.co.za

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