CloudBridal
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Daily Operations

Dashboard & Alerts

All Plans

The Dashboard provides a quick overview of your bridal shop's general statistics and alerts.

Contents

Dashboard Tabs

Store Summary

The Store Summary tab provides a comprehensive overview of your shop's key metrics and activities:

  • Order Statistics: Track orders across their lifecycle
  • Customer Statistics (for shops with multiple customer types): Monitor customer acquisition and trends
  • Referral Analytics: Visual breakdown of how customers are finding your shop
  • Event Month Distribution: View upcoming events by month
  • Inventory Statistics: Track your inventory across brands

Financial Insights

The Financial Insights dashboard provides detailed financial metrics and requires both Financial Details and Reports permissions to access. This tab helps you track:

  • Payments processed
  • Order values
  • Financial performance metrics
  • Tax collection data

Outstanding Balances

The Outstanding Balances tab helps you manage accounts receivable and requires both Financial Details and Reports permissions to access. This tab breaks down your outstanding orders by year, and allows you to keep track of orders that have not been paid in full.

Alerts System

Alerts appear at the top of your Dashboard in the Store Summary tab and are organized into collapsible groups by type. You can configure which alerts you see through the Alert Settings page.

Available Alerts

Order Management Alerts

  • Late Order Alert:

    • Triggers when vendor orders haven't arrived on time (i.e. set to the Arrived status)
    • Can be based on manually set expected arrival dates or a configurable number of days after the order date
    • Configurable: Set number of days before an order is considered late

  • Order Reminder Alert

    • Notifies about orders still in "New" state as the event date approaches
    • Can be configured based on either Order Date or Event Date
    • Lead times can be customized per customer type

  • Order Pending After Event Alert

    • Shows orders that aren't marked as complete after the event date has passed
    • Order is considered complete when in Completed, Cancelled, or In Storage status

  • Unassigned Seamstress Alert

    • Identifies dress orders missing seamstress assignments
    • Configurable: Choose which order statuses to monitor

Customer Management Alerts

  • Unregistered Customer Alert

    • Tracks customers with approved appointments who haven't completed self-registration
    • Available when customer registration feature is enabled

  • Unassociated Customer Alert

    • Identifies customers who have visited the store (based on appointment history) but aren't assigned to a staff member

  • Customer Missing Email Alert

    • Shows customers with orders but no email address on record
    • Can be enabled/disabled per customer type

Communication Alerts

  • Email Not Delivered Alert

    • Tracks failed email deliveries
    • Configurable: Set how many days of email history to monitor

  • Pending E-Signature Alert

    • Shows customers with pending document e-signatures
    • Available when e-signature feature is enabled

Financial Alerts

  • Payment Overdue Alert
    • Tracks overdue payments in payment plans
    • Available when payment plans feature is enabled
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