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.
What Problem It Solves
Saves owners and managers from clicking between 5 different screens to check the daily status of their business.
What The User Sees
- Operational and financial highlights ticker
- KPI strip for QTD revenue, open tasks, ticket SLA status
- Relative workload vs finance velocity comparison bars
- AJAX loaded server-side and AI-assisted insight cards
This dashboard features automatic contextual integration. When YazFex AI is active, the assistant is injected into the side-panel, automatically reading these records.
Related Overview Modules
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.