Department & Company Dashboards

This screen gives you an at-a-glance view of your trade performance. Switch between the whole company and individual departments using tabs, and review metrics such as trade volume, ongoing projects, the expected revenue pipeline, and settlements by period.

💡 Who is this for? Executives and department heads who need to understand company-wide trade performance and per-department results. Company-wide metrics are visible only to the Master (top administrator), while department members see their own department tab.

ℹ️ Visibility conditions — The company dashboard tab is Master-only. If you are not a Master, the company tab is locked and the unified shell falls back to your own department tab. Accounts that do not belong to an organization see an "Organization not configured" notice.

🖼️ Screen capture Unified dashboard tab bar — Company tab + Department tabs + period toggle on the right (month/quarter/year) + anchor selector 📍 tflowx.com/dashboard · save location images/app/dashboard-tabs.png

A quick tour of the unified company and department dashboards

1. Getting In — The Unified Dashboard

Entry: Sidebar Dashboard > Overview → tflowx.com/dashboard

The single /dashboard is a unified tab shell that spans both the company and departments. To jump straight into a specific department, append ?departmentId= to the address (deep link).

2. The Unified Tab Shell

2-1. Tab Bar — Who Sees What

Your status	Visible tabs
Master	The Company tab + all Department 1..N tabs
Department member	Only your own department tab
Not in an organization	An "Organization not configured" notice card instead of tabs

2-2. Period Selection (Right Side)

Choose the lookup period on the right side of the screen. The selected period is shared by the company tab and the department tabs.

Period toggle: Choose Month / Quarter / Year
Anchor selector: Look up past periods
- Year: the last 5 years
- Month: January–December
- Quarter: Q1–Q4

ℹ️ The former demo overview (Metronic sample) screen has been removed and consolidated into this unified tab shell.

3. Company Dashboard (Master-only)

This is the Company tab. It is locked if you are not a Master.^{Visibility conditions} It presents company-wide trade performance across several widgets.

Section	Contents
KPI tiles	Trade volume (export/import + change) · ongoing projects · expected revenue pipeline · settlements
Monthly trade volume trend	A combined widget bundling a line chart + donut + table
Monthly trade volume by department	Stacked column chart by department
Three share donuts by department	Per-department shares of trade / import / export
Performance by channel and country	Performance at the channel (partner) and market (country) level

🖼️ Screen capture Full company dashboard — KPI tiles + monthly trade volume trend + per-department stacked columns + three share donuts 📍 tflowx.com/dashboard/company · save location images/app/dashboard-company.png

4. Department Dashboard

This is the Department tab. It shows the performance of the selected department.

Section	Contents
Four KPI tiles	Trade volume · ongoing projects · pipeline · settlements
Monthly trade volume trend	The monthly trend for that department
Performance	Performance by channel (partner) · market (country) · category · staff

🖼️ Screen capture Full department dashboard — four KPI tiles + monthly trade volume trend + performance (channel · country · category · staff) 📍 tflowx.com/dashboard/department · save location images/app/dashboard-department.png

💡 Troubleshooting (FAQ)

Q. I can't see the Company tab, or it's locked. A. The company dashboard is Master (top administrator) only.^{Visibility conditions} If you are not a Master, you can only see your own department tab. If you need company-wide metrics, ask your administrator.

Q. I only see the "Organization not configured" notice. A. Your account has not yet joined an organization (company). Set up your company information in My Profile, or ask your company administrator to add you to the organization.

Q. I want to see last month's or last year's performance. A. Use the period toggle on the right to choose month/quarter/year, then use the anchor selector to pick the past period you want (year: last 5 years, month: 1–12, quarter: 1–4). The selected period applies to both the company and department tabs.

Q. I want to open a specific department's screen directly. A. You can deep-link in by appending ?departmentId= to the address. The unified shell draws the tab bar and shows that department as the content.

Q. I want a closer look at the settlement (payment) flow. A. You can review escrow/settlement status, amounts, and recent cases in the dedicated XRPL Settlement Dashboard.