The Dashboard is PawPlacer's daily operations home. It combines search, schedules, care work, applications, fundraising, capacity, and other summaries in a configurable widget grid.
Default Layout
A new layout starts with:
- Quick Actions
- Pet Statuses
- Intake Inbox
- Agenda
The greeting and primary dashboard actions stay above the grid. The Action Hub is pinned above the other widgets when it is available to your role.
Customize the Dashboard
Open Dashboard and use:
- Add Widget to choose from the widgets available to your permissions.
- Customize to move, resize, or remove widgets.
- Reset to replace your current layout with the default four-widget layout.
PawPlacer saves the layout for your user and account. The grid adapts to the available screen width, so the same layout may stack differently on smaller screens.
Available Information
Depending on your role and account data, the widget picker can include:
- Search and quick actions.
- Agenda and calendar schedules.
- Tasks, upcoming medical care, and daily pet care.
- Operations, intake, capacity, pet status, and adoption pipeline summaries.
- Fundraising, revenue risk, and wishlist needs.
- Team-on-duty and dashboard background widgets.
Widgets that require information you cannot access are not shown in your picker.
How Summaries Count
- Adoption revenue counts only paid or completed adoptions; unpaid online checkouts and cancelled applications are left out, and Stripe or Square refunds are subtracted.
- Pending adoption payments leave out cancelled and returned adoptions.
- Prescription refill reminders appear only for active prescriptions with no end date.
- A transport with a recorded arrival is no longer listed as due.
- In Intake vs. Outcomes, Net Change counts a pet returned to care like an intake: it is intakes plus returns, minus adoptions and transfers.
- Daily care and Team On Duty update every minute while the Dashboard stays open, so a feeding or dose moves to late when its time passes and staff leave the on-duty count when their shift ends.
The Add Note, Add Medical Records, and Initiate Foster quick actions list the 50 most recently updated pets; type a pet's name to search the rest.
Open Source Records
Dashboard cards are summaries. Select a linked pet, application, task, event, transport, medical item, or other record to open the source workflow where it can be reviewed or updated.
Suggested Daily Workflow
- Use Quick Search to open a known record.
- Review Agenda for today's and near-term work.
- Check operational and intake widgets for exceptions.
- Open source records to complete or update the work.
- Adjust the layout when your responsibilities change.