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Dashboard Behaviors

Use cases and scenarios for the APP::DSH (Dashboard) area. The dashboard is the application’s landing page at /dashboard. It presents an at-a-glance view of inventory status, quick navigation shortcuts to the most common actions, recent order activity, and an onboarding guide that helps new accounts complete their initial setup. All authenticated personas access the dashboard through the sidebar or directly by URL.

APP::DSH::0001 — View Dashboard Overview

Section titled “APP::DSH::0001 — View Dashboard Overview”

The dashboard provides a summary of current operational status at a glance. On load, the page displays a greeting section personalized with the user’s name, summary statistics, quick action cards, a recent order activity table, and an onboarding guide. Dashboard statistics appear to be hardcoded or demo data — they do not come from a separately observable API endpoint at the time of this writing.

PersonaIrene Itemsworth (Inventory Manager), David Dealsworth (Purchasing Manager), Keisha Clerkson (Receiving Clerk), Owen Ownerton (Business Principal), Alan Adminson (Account Admin), Sam Scansworth (Shop Floor Worker)
StatusCovered

APP::DSH::0001::0001.US — View Dashboard Page

Section titled “APP::DSH::0001::0001.US — View Dashboard Page”

The user navigates to /dashboard via the sidebar Dashboard link or by direct URL. The page loads and renders the complete dashboard layout: a welcome/greeting section that includes the user’s name, summary statistics (total items, items to order, items in transit, recently received), quick action cards, a recent order activity table, and a get-started guide section. The HubSpot blog resources section is out of scope. Three sidebar badge-refresh API calls fire automatically on navigation to the dashboard (see APP::NAV::0001::0003.FS).

Quick action cards provide single-click navigation to the most commonly performed workflows. Each card presents a labeled shortcut that navigates the user directly to the corresponding application route.

PersonaIrene Itemsworth (Inventory Manager), David Dealsworth (Purchasing Manager), Keisha Clerkson (Receiving Clerk), Owen Ownerton (Business Principal), Alan Adminson (Account Admin), Sam Scansworth (Shop Floor Worker)
StatusCovered

APP::DSH::0002::0001.US — Navigate via Quick Action Card

Section titled “APP::DSH::0002::0001.US — Navigate via Quick Action Card”

The user is on /dashboard and clicks one of the quick action cards (for example, “Add Item”, “View Order Queue”, “Receive items”, or “View notifications”). The browser performs a client-side navigation to the corresponding route — “Add Item” navigates to /items and may automatically open the Add Item form; “View Order Queue” navigates to /order-queue. The navigation preserves authentication state.

APP::DSH::0003 — View Recent Order Activity

Section titled “APP::DSH::0003 — View Recent Order Activity”

The recent order activity section provides a summary of the most recently processed orders to give the user a quick status check without navigating to the Order Queue.

PersonaIrene Itemsworth (Inventory Manager), David Dealsworth (Purchasing Manager), Owen Ownerton (Business Principal)
StatusCovered

APP::DSH::0003::0001.US — View Recent Orders Table

Section titled “APP::DSH::0003::0001.US — View Recent Orders Table”

The user scrolls to or views the recent orders section on the dashboard. A table displays recent order activity with columns for order date, item name, supplier, status, and action links. The table is populated from mock data or hardcoded demo values — the data source for this section is not confirmed from a separately observable API call. Clicking a row navigates to the Order Queue or opens the item’s detail view.

APP::DSH::0004 — Follow Get-Started Guide

Section titled “APP::DSH::0004 — Follow Get-Started Guide”

The get-started guide provides an onboarding checklist for new accounts that have not yet completed their initial configuration. The guide tracks progress through the setup steps and navigates the user to each relevant page.

PersonaOwen Ownerton (Business Principal), Alan Adminson (Account Admin), Irene Itemsworth (Inventory Manager)
StatusCovered

APP::DSH::0004::0001.US — Follow Onboarding Checklist Steps

Section titled “APP::DSH::0004::0001.US — Follow Onboarding Checklist Steps”

The user views the get-started guide section on /dashboard. The guide presents a checklist of setup steps (for example, “Add your first item,” “Set up a supplier,” “Create a Purchase Order”). The user clicks on individual checklist steps, and the application navigates to the relevant page for each step. As the user completes each step, the checklist progress indicator updates. Once all steps are completed or the guide is dismissed, the get-started section collapses or is hidden on future visits.

Use CaseScenariosUSFSUC
APP::DSH::0001 View Dashboard Overview1100
APP::DSH::0002 Use Quick Actions1100
APP::DSH::0003 View Recent Order Activity1100
APP::DSH::0004 Follow Get-Started Guide1100
Total4400