YazFex App Dashboard Modules
YazFex App contains 25 modular dashboards specifically integrated with Perfex CRM schemas. Find the dashboard that solves your operational, financial, or support bottlenecks.
Executive Pulse
Aggregates cross-module signals such as revenue, tasks, tickets, and leads, then layers AI-assisted cards and a scrolling ticker of highlights so leaders can orient quickly.
Financial Overview
Quarter-aware revenue and collection story with cash flow visualization, top customers, recent invoices, expense categories, and narrative insight cards.
Invoices Dashboard
Invoice-centric analytics with overdue highlights, status splits, and assistant-friendly context when YazFex AI is active.
Payments Dashboard
Historical collection analytics, payment modes split, and daily velocity tracking to monitor incoming cash flow pacing.
Expenses Dashboard
Visual category breakdown of business expenses, tax category maps, and correlation with billing status.
Credit Notes
Credit application logs, refund signals, and correlation with original customer invoices.
Estimates Tracker
Pipeline view of quotes, expiration aging, conversion ratios, and source tracking.
Proposals Dashboard
Funnel view of open proposals, dollar value at risk, client views counter, and conversion velocity.
Leads Funnel
Lead funnel analytics with open lead counts surfaced to navigation badges, source quality splits, and loss analysis.
Contracts Manager
Contract values, renewal schedules, and value-at-risk analysis for upcoming expirations.
Customers Analytics
Customer concentration, lifetime value (LTV), active project counts, and support ticket pressure indexes.
Contacts Directory
Aggregated client logins, primary contacts map, and communication frequency tracking.
Projects Dashboard
Deliverables dashboard, visual progress status, budget hours analysis, and milestone throughput indicators.
Tasks Workload
Task workload distribution, overdue emphasis, and insight-friendly tables for managers who live in delivery queues.
Timesheets Auditor
Logged hours audit, billable ratio tracking, staff workload pacing, and task-linked timesheet records.
Operations Calendar
Integrated calendar of task deadlines, project milestones, and contract renewals visualised in a clean grid.
To-Dos Tracker
Staff personal checklist items, quick reminder logs, and correlation with main task boards.
Support Tickets Queue
Support queue analytics with open ticket counts in navigation badges, SLA pacing, and department distributions.
Knowledge Base
Article view counts, customer search gaps, helpful ratings, and AI index status for article context.
Announcements Log
Staff and client bulletin archives, read receipts counts, and target audience distributions.
Staff Productivity
Task throughput, logged billable hours, support ticket closure volumes, and active assignments distribution.
Floating & Full AI Chat
Natural language workspace allowing context-aware conversations, database queries, and supervised writes.
Productivity Signals
High-level operational metrics capturing overall business pace, invoice collection speed, and task turnaround times.
Risk Management
Risk-focused framing over customers, receivables, delivery commitments, and support SLA performance.
Cross Module Trends
Trend-oriented view that helps managers see how finance, delivery, and support move together over time.
YazFex App dashboards aggregate data directly from standard Perfex DB tables. If you have custom columns, they can be scanned via YazFex AI metadata tools.