Dashboard

Project Outline
1. Introduction

    Purpose: Provide a comprehensive dashboard system for different roles within the company.
    Key Features:
        Tailored dashboards for Sales, Sales Support, Logistics, and Manager roles.
        Efficient request handling and task management.
        Automatic assignment of tasks based on workload.

2. User Roles & Responsibilities

    Sales Role:
        Track sales metrics.
        Submit quotation requests and general requests.
        Manage business trip proposals.
    Sales Support Role:
        Track quotations and project metrics.
        Manage incoming quotation/project requests.
    Logistics Role:
        Handle logistics-related requests.
        Update shipping information and reassign tasks.
    Manager Role (Monitoring):
        Oversee all operations.
        Approve or reject requests.
        Manage and reassign tasks as needed.

3. System Workflow

    Login/Signup Process:
        Redirect based on email domain.
    Request Handling:
        Submission, approval, assignment, and completion.
    Task Management:
        Log, track, and manage tasks.

4. Dashboard Design

    Metrics Display: Daily, weekly, monthly, quarterly, and yearly data.
    User Interface:
        Left-side menu for easy navigation.
        Role-specific dashboard views.

5. Task Management

    Task Creation: Log interactions and set follow-up reminders.
    Task Tracking: Monitor progress and mark completion.
    Reporting: Reflect task history and client interactions.

6. Approval Workflow

    Supervisor/Manager Review:
        Requests sent for approval.
    Automatic Assignment:
        Tasks assigned to the most available agent.

7. Technical Implementation

    Backend: Node.js with CockroachDB or MySQL for database management.
    Frontend: Responsive design with a focus on user experience.
    Hosting: InfinityFree for online deployment.

Scheme (Flowchart)

For the scheme, I can outline the flow:

    Login/Signup
        Verify Email Domain → Redirect to Dashboard/Interface

    Dashboard (Role-Based)
        Sales: Metrics → Quotation Request → General Request → Business Trip
        Sales Support: Metrics → Quotation/Project Management → General Request
        Logistics: Request Handling → General Request
        Manager: Comprehensive Overview → Approvals → Task Management

    Task Management
        Create Task → Track Task → Complete Task → Report

    Request Workflow
        Submission → Supervisor Approval → Automatic Assignment → Agent Actions