Dashboard

Dashboard is the main control page in Splynx which will help you check financial and customer statistics on a daily basis. From the dashboard, you can monitor system performance and immediately get information about your network devices health and the state of other modules. Using the Shortcuts gives you access to regular actions in Splynx.

Dashboard1

Dashboard2

At the top of the live dashboard you can find the blocks with the summarized information about the number of online customers, new customers, new and open tickets and the number of devices down in your network.

In order to open a more detailed list of the data presented in the blocks, just click on the required block, it helps to quickly jump to the full list of necessary information.

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Shortcuts

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On this panel are provided the quick actions available in Splynx. The list of actions depends on the role of the account and its permissions. Note, when we install at least one add-on on the system, the Install add-ons item will be changed to Configure modules one. Configure modules action opens Config → Integrations → Modules list (the configuration page of all add-ons installed on system).

For instance, we can navigate to Config → Integrations → Add-ons, find the necessary add-on and click on Install, but it's faster to click on Install add-ons action in Shortcuts panel.

With the help of entry point we can add on the shortcuts panel the separate action item to access the specific add-on.

Live dashboard

Live dashboard is divided into 6 main parts:

System status icon - displaying information on free memory, last DB backup, last remote backup, etc.

Customers icon - representing statistics about new, active, online, online today, blocked customers, etc.

Networking icon - a brief count of the number of routers, IPv4 networks, Monitoring, public and private addresses etc.

Finance icon - a convenient table with the statistics of unpaid/ paid, debit transactions and payments for the current and last months.

CRM icon - a count of all leads, quotes and deals in the system.

Tickets icon - a quick list of tickets grouped by the status thereof.

Dashboard1

Main sidebar

The navigation sidebar on the left side has the following modules:

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CRM:

  • Customers - the configurable list of all customers in the system;

  • Leads - the configurable list of all leads in the system;

  • Tickets - the ticketing system and the place of support communication;

  • Finance - all aspects related to your finance;

  • Messages - the support communication system for all your customers;

COMPANY:

  • Networking - the networking management platform;

  • Scheduling - the To Do list for your technical staff;

  • Inventory - the physical devices and the equipment are managed here;

  • Voice - the voice rates and CDR processing management;

  • Tariff Plans - the list of all your services and products in the system;

SYSTEM:

  • Administration - the administrative page of your Splynx server;

  • Config - the place where all settings for each module are located.

In the upper right corner of the page the ACCOUNT menu is located with the next modules:

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  • My Profile - the profile page of the administrator currently logged into the system;

  • Logout - the option to logout from the system

Top bar features

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Icon Description
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Quick addition
the following actions available: Add lead, Add customer, Add ticket, Add task.
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Search
the global search of Splynx.
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Help and Support
create a new ticket for Splynx support.
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Documentation
open the documentation in the sidebar. Each article can be opened in a new window. In addition, you can search for the guide you need by keywords.
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Notifications
the list of recent notifications.

Quick addition

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If you are on some Splynx page, other than Dashboard, you can easily perform actions such as Add lead, Add customer, Add ticketor Add task by clicking on quick action icon.

Global search

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→ How to use the global search in Splynx

Help and Support

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The action is used to create a ticket for Splynx support team. Please, use this option when it's strictly necessary and after the related documentation is examined.

Documentation

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It's provided the instant access to the appropriate documentation in the Splynx window. Depending on which page you are on, the necessary manual will open in the right sidebar after clicking on the icon. The manual can be opened in a separate tab of the web browser and you can navigate to the Table of contents of the full documentation or search the necessary guide as well.

Notifications

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The list of the recent events in Splynx, e.g. a new ticket was received, etc.



Enjoy your work with Splynx!