PLATFORM · DASHBOARD

30 seconds to know what's on fire today.

Every trade operator opens the platform expecting one answer: is everything okay, or is something on fire? Most tools make them go fishing — open Orders, open Shipments, open Production, open Finance, miss whichever section was clean today, miss whichever section they didn't think to check. The LC expiring in 47 hours sits in the section nobody opened.

Dashboard in TradeOS pulls signals from every section into one role-aware view. The Action Center surfaces cross-section alerts ranked by severity. Founders see revenue, margin, cash. Ops sees at-risk orders, shipments this week, QC pass rate. Sales sees pipeline. Finance sees cash and AR. Every KPI is one click from the source section. No fishing.

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Role views

Home, ops, sales, finance

Period filters

Week, month, quarter, year-to-date

Drill-through

One click to the source section

Data freshness

Live · no warehouse lag

The real operator dashboard in Home view — 4 KPIs, live shipment tracker, tasks card, production pie + order pipeline, action center w/ severity groups. Same component renders for the other three roles with different KPIs and supporting cards.

THE PROBLEM

Section-by-section thinking. Role-blind layouts. Vanity roll-ups.

Trade operators don't wake up thinking in sections — they wake up thinking in priorities. Most operational dashboards make them go fishing instead.

01 · SECTION-BY-SECTION HIDES PRIORITIES

To answer "is everything okay?" you click through 8 sections.

You miss whichever section happened to be clean. You miss whichever section you didn't think to check. A dashboard worth opening pulls what's on fire to the front — even from sections you'd never have opened.

Orders·Production·Shipments·Finance·+4 more
✗ missed→LC expires in 47h sat in section 7

02 · ONE LAYOUT FOR EVERYONE

Different roles need different views. One tool shows one view.

The founder wants revenue + margin + cash. Ops wants orders + shipments + exceptions. Finance wants AR + AP + cash flow. Most tools force everyone to see the same KPIs, which is useless to ops and finance — so the team builds their own spreadsheets, drifting out of sync within a week.

Founder→revenue · margin · cash
Ops→orders · ships · QC
Finance→cash · AR · AR overdue

03 · VANITY METRICS HIDE SIGNALS

Headline numbers lie about the underlying trend.

"Total revenue" goes up while margin drops. "Total orders" grows while QC pass rate falls. Roll-ups without context tell operators things look fine when they don't. A dashboard worth opening highlights the second-derivative — the trend, the slip, the exception — not just the headline.

Revenue ▲·Margin ▼
Orders ▲·QC pass ▼
Pipeline ▲·Close rate ▼

ANATOMY · THREE LAYERS

The same shape every time you open it — so your eye knows where to look.

The shape of the Dashboard doesn't change between roles. Only the data inside does. Operators build muscle memory once and reuse it on every visit.

01 · TOP

KPI strip

4–5 vital signs always visible at the top of the page. Role-adaptive — Home shows 4, Ops shows 5, Sales shows 4, Finance shows 4. Click any KPI to drill into the source section. Warn coloring auto-applies when a value crosses a threshold — cash below $50K turns red, QC pass below 90% turns red, AR overdue above zero turns red.

02 · MIDDLE

Supporting cards · role-specific

Home and Ops get the live Shipment Tracker plus the Tasks card and Bot Activity. Sales gets the Forecast card alongside Bot Activity. Finance gets the Cash Flow summary alongside Bot Activity. Below that, role-specific bottom grids — Production + Order Pipeline on Home/Ops, AR Aging + Top Clients on Finance, Pipeline Health + Order Pipeline on Sales.

03 · BOTTOM

Action Center

What needs attention NOW, sorted by severity — not by section. Two groups: "Act now" (critical / red border) and "Decide soon" (warning / amber border). Each row carries a section badge (Orders / Finance / Production / Compliance), title, detail, days/value, and a route to the source record. When everything's clean: ✅ "All clear" empty state.

FOUR ROLE VIEWS

One pill toggle. Four different dashboards behind it.

Switch roles in one click. Each role's view is purpose-built for the questions that role asks first thing in the morning.

HOME

Founder / executive view.

The "is everything okay" view. 4 KPIs across the top, live shipment tracker, tasks card, production pie + order pipeline below, action center at the bottom.

Revenue$4.2M↑ 8.1%
Gross margin18.4%↓ 0.6pt
Cash position$48K⚠ below threshold
Active orders47$12.4M value

OPS

Ops manager view.

The "what's at risk" view. 5 KPIs focused on operational exception detection, plus the same shipment tracker + tasks card + production pie + order pipeline.

Active orders47$12.4M value
Orders at risk3⚠ ETA slipping
Ships this week82 at risk
Production active145 pending QC
QC pass rate93.6%↓ 1.4pt

SALES

Sales lead view.

The "what's in flight" view. 4 KPIs focused on pipeline + active clients. Forecast card replaces the shipment tracker; pipeline health replaces the production pie.

Pipeline value$5.6Mweighted
Active deals234 stages
Revenue$4.2M↑ 8.1%
Active clients382 onboarding

FINANCE

Finance manager view.

The "how's cash" view. 4 KPIs focused on cash + AR. Cash Flow summary replaces the shipment tracker; AR Aging + Top Clients replace the production pie + order pipeline.

Cash position$48K⚠ below threshold
AR outstanding$3.6M38 invoices
AR overdue$420K⚠ 6 invoices
Revenue$4.2M↑ 8.1%

HOW DASHBOARD CONNECTS

A surface, not a silo.

Dashboard isn't a separate database — it's a window into every other section. Every card reflects the live state of the section it's about. Every KPI deep-links to its source.

CLICK · 01

Every KPI deep-links to source

Click Revenue → land in /finance/overview. Click Active orders → land in /orders. Click QC pass rate → land in /production/overview. Same date range, same entity scope already applied.

REFLECTS · 02

Tasks card mirrors the Tasks page

The Tasks card shows the same 4 KPIs as the Tasks page (Active / Overdue / Due Today / My Tasks). The task list is the operator's current open work. Click a task → open the task detail panel. Click "View all →" → land in /tasks.

REFLECTS · 03

Shipment Tracker shows live shipments

The full-width tracker on Home/Ops shows in-transit shipments with origin, destination, vessel, ETA, and status (on-time / at-risk / delayed). It's the same data behind the Shipments page; the dashboard surface is just a different layout.

REFLECTS · 04

Bottom grid reflects cross-section state

Production pie shows lot counts by status. Order Pipeline bar shows 6-stage order distribution. AR Aging shows current vs overdue split. Top Clients shows revenue % with concentration-risk warning if top-3 exceeds 60%. Every card is one click from its full section.

RANKS · 05

Action Center pulls cross-section alerts

Critical alerts come from: LCs expiring, invoices past due, orders at risk of missing ETA, production lots failing QC, document versions expiring, contract milestones missed. The dashboard endpoint aggregates these into one ranked list with severity groups. Click an alert → open its source record.

ON THE ROADMAP

What's coming to Dashboard.

The current dashboard is v1 — fixed role layouts, hardcoded cards, cross-section alerts. Several capabilities are on the explicit roadmap and will land in subsequent releases.

01

Atlas signals on Action Center

Atlas-emitted signals (counterparty going quiet, manufacturer QC drift, margin slipping) landing as action-center rows alongside cross-section alerts.

02

Predictive AI forecasts

Cash-flow projection, demand shifts, supply-disruption risk surfaced as their own card type with confidence intervals.

03

Widget customization

Drag, resize, hide, reorder. Per-user layouts inheriting from a company default published by admins.

04

Multi-entity switcher

Operators running multiple legal entities or business units switch context from the dashboard header; KPIs re-scope accordingly.

05

Snapshot URLs for sharing

Read-only dashboard views shared with board, investors, auditors. Filtered to the shared role, with selected cards locked at publish time.

06

External-integration widgets

Xero / QuickBooks balances sitting alongside native EDMA cash numbers. Bank-side numbers carry a "last synced" timestamp.

07

AI-built dashboards

Describe the view you want in plain English; AI assembles the layout from the widget catalog. Depends on widget customization shipping first.

VS. ALTERNATIVES

Where Dashboard fits versus the general-purpose tools.

CapabilityTradeOSLinear HomeStripe DashboardMetabaseMixpanel
Live operational data (no warehouse lag)✓ single query✓✓warehouseevent lag
Role-adaptive layouts (one click switch)✓ 4 fixed rolesper-team— one view— admin-builtcohorts
Cross-section action center (urgency-ranked)✓ 2 severity groups✓ inboxdisputes——
Drill-through to live record in one click✓ to source section✓✓to query✓
Live shipment tracker on the dashboard✓————
No SQL or formula building required✓ zero config✓✓— SQLJQL-like
Trade-shaped KPIs (QC pass rate, AR overdue, ETA slippage)✓ native——if you build—
Widget-level customization (drag, resize, swap)on roadmap— fixedlimited✓reports

Comparing dashboards is always partial. Linear's home is the cleanest priority inbox in software, but it's an issue inbox, not an operations dashboard. Stripe Dashboard makes payments transparent but assumes Stripe is your business. Metabase and Tableau let you ask anything you can write SQL for, but you're building from scratch. Mixpanel is event analytics. EDMA's bet is operational: the dashboard you open Tuesday morning to find out whether your container at Port Klang is going to slip your Hamburg delivery — and what your cash position looks like if it does.

Send us your top KPIs and the things you check every morning. We'll show you what your Home dashboard looks like.

Send your morning checklist — revenue, margin, cash, the orders on fire, the shipments slipping, the receivables aging, the supplier slipping on test reports. We'll show you what that picture looks like as one Home dashboard in TradeOS. No demo data. Your morning routine, in 30 seconds.

Book a demoTalk to sales

See pricing →

TASKSTasksThe records behind the Tasks card and Action Center. Entity-linked, status-tracked tasks — surfaced on the dashboard where they're most actionable.Open module →SHIPMENTSShipmentsThe records behind the Shipment Tracker. Live route data, vessel tracking, ETA monitoring with at-risk and delayed flagging.Open module →ATLAS AIAtlas AIThe signal source on the roadmap. Atlas will emit ranked-by-impact signals that land in the Action Center alongside cross-section alerts.Open module →

FAQ

Frequently asked questions

Questions operations leads ask the first time they see the dashboard running on real data.

The dashboard ships with four fixed role views — Home, Ops, Sales, and Finance — toggled via pill buttons in the page header. Each shows a different KPI strip and a different set of supporting cards: Home leads with revenue/margin/cash/active-orders plus the live shipment tracker; Ops swaps in at-risk orders, shipments-this-week, production active, and QC pass rate; Sales surfaces pipeline value, active deals, and pipeline health; Finance focuses on cash position, AR outstanding, AR overdue, plus the cash flow summary and AR aging breakdown. The Action Center sits at the bottom of every view. Customizable per-user layouts are on the roadmap (see "On the roadmap" above), not in v1.

Dashboard · 30 seconds to know what's on fire | TradeOS