The Branch Group Dashboard in Pulse

The group dashboard is the HQ-level overview of every branch. Instead of switching into each branch one by one to check on operations, admins can scan the key metrics for all locations from a single screen.

Who can see the group dashboard

The group dashboard is available to HQ admins and HQ staff who have been granted switcher access to at least one branch. It is only accessible from HQ context — switching into a branch session hides it. Branch staff do not have access to the group view.

Period filter

Choose a comparison window from the top of the dashboard: Last 30 Days, This Month, or Last 3 Months. All metrics across all branch cards update to reflect the selected period.

Per-branch snapshot cards

Each branch appears as a card with its assigned brand colour as a visual identifier. The snapshot shows:

• Revenue — total collected for the period, with a month-over-month percentage change indicator (up or down arrow with colour coding).
• Active Projects — count of projects currently in progress.
• Projects Added This Week — a quick indicator of whether new work is coming in.
• Staff Count — total team members at the branch.
• Staff Active in Last 7 Days — how many have logged activity recently, useful for spotting disengaged teams.
• Stock Value — combined value of current inventory at the branch.
• Low-Stock Alerts — count of inventory items at or below their reorder level.
• Overdue Invoice Balance — total outstanding value of overdue invoices, prompting follow-up.
• Overdue Milestones — count of project milestones that have passed their due date without being completed.

Recent activity feed

Each branch card also shows a recent activity feed listing the latest events: invoices created or paid, leads converted, project status changes, and similar activity. This gives HQ a live pulse on what each branch is doing without switching in.

Top performers

The group dashboard highlights top-performing team members across the group, ranked by the revenue attributable to closed deals within the period. This surfaces which reps or branch admins are driving results and can inform recognition, coaching, or resource decisions at HQ level.

What the group dashboard does not show

The group dashboard is read-only. You cannot take actions (like recording a payment or updating a project) from the group view — those require switching into the relevant branch. The dashboard is a monitoring and alerting tool, not a management interface.