Dashboards and Reporting

beadops provides program and project dashboards, status reports, milestone tracking, and financial visualizations so managers and staff can see progress and performance at a glance.

Program Dashboard

• Layout — Configurable layout with large cards, metric cards, and medium cards. Admins can choose which widgets appear and where.
• Large cards — E.g., KPI bar graphs, overview tables, or custom content.
• Metric cards — Small cards showing a single metric or trend (e.g., total expended, number of open payment requests).
• Medium cards — Charts or tables (e.g., budget by category, list of action items).
• Overview — Table or summary of key program data (e.g., projects, budgets, upcoming requests).
• Edit mode — Program staff can enter a layout edit mode to add, remove, or swap cards without changing the underlying data structure.

Program Financials

• Financial tab — View budget distribution and financial workflow at the program level.
• Budget distribution — Chart or table of budget by category (or similar breakdown) for the program.
• Financial workflow steps — If the program uses a financial workflow (e.g., approval steps for budget or drawdown), those steps can be shown or managed from this area.

Status Reports

• Templates — Programs define status report templates (e.g., monthly or quarterly) with a set of metrics.
• Metrics and targets — Each metric can have a target; projects (or programs) report actual values. KPIs can be shown as met/not met or as variance.
• Project status reports — Projects submit or fill out status reports against the template; program staff see aggregated or drill-down views.
• Bulk create — Programs can bulk-create status report periods or copies from a template so every project has a consistent reporting cadence.

Milestone Summary

• Program milestones — Program-level milestone definitions (e.g., “Environmental review complete,” “Construction start”).
• Project milestones — Projects use these milestones and set dates and status (e.g., completed, on hold).
• Summary view — Program view of all projects and their milestone progress (list or table).
• Gantt view — Timeline view of milestones (and optionally tasks) across projects for schedule and dependency visualization.
• Detail view — Drill into a single project’s milestones and dates.

Program Summary

• Upcoming requests — List or count of payment requests in the pipeline.
• Action items — Outstanding actions (e.g., workflow steps awaiting approval).
• Award distribution — Chart or table of awards across projects or categories.
• Project locations — Map or list of project locations if coordinates are stored.
• Category graph — Budget or expenditure by category for the program.

Data and JSON Endpoints

Many dashboard and report views are backed by JSON endpoints (e.g., budget distribution, KPI data, milestone data, status report metrics). This supports:

• Dynamic loading — Cards and tables load data without full page reloads.
• Consistent structure — The same data can be reused in different layouts or exports.

Summary

Dashboards and reporting in beadops turn program and project data into actionable views: KPIs, status reports, milestones, and financial summaries so that managers can monitor performance and compliance without leaving the platform.