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The Executive Dashboard (/dashboard/executive) is a high-level leadership overview that aggregates key performance indicators from multiple platform cores into a single page, providing at-a-glance visibility into financial, operational, compliance, and workforce metrics.

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Overview

Access follows your organization’s role and module configuration. is on this route. The page renders a responsive grid of six lazy-loaded widgets: ARAginSummaryWidget (accounts receivable aging), OccupancyRateWidget (housing occupancy), ComplianceScoreWidget (compliance health), WorkOrderSummaryWidget (facilities work orders), WorkforceWidget (employee counts), and CashPositionWidget (FA cash position, imported from @/bootstrap/executiveDashboardWidgets). Each widget is wrapped in Suspense with a Skeleton fallback. Above-fold widgets load immediately; below-fold widgets use LazyWidget for deferred loading.

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Who it’s for

Access follows your organization’s role and module configuration. ## Before you start
  • Ensure the relevant modules (FA, RH, FW, HR) are active for your organisation. Widgets for inactive modules may show empty states.

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Steps

1

Open the Executive Dashboard

Navigate to /dashboard/executive. The page loads all widgets asynchronously.
2

Review KPI widgets

Each widget displays metrics from its respective module. Widgets load independently — partial data is visible while other widgets continue loading.
3

Drill into a module

Click through to the relevant module page from a widget if drill-through navigation is supported by that widget.

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Key concepts

Below-fold widgets are wrapped in LazyWidget for deferred loading, reducing initial page load time. Above-fold widgets load immediately in Suspense.
The Executive Dashboard pulls metrics from FA (cash position, AR aging), RH (occupancy), compliance, HR (workforce), and FW (work orders). Each widget is independently sourced.

Platform Foundation

Platform Foundation overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/dashboard/pages/ExecutiveDashboardPage.tsx
  • src/bootstrap/executiveDashboardWidgets.ts