Dashboard Overview
The Dashboard is your home screen. It gives you a live summary of your organisation's activity — active participants, today's shifts, budget alerts, compliance status, and outstanding invoices.
Access: The dashboard is shown automatically after login. Click the Plannor logo at any time to return to it.
Summary Stat Cards
The top row shows at-a-glance numbers for your whole organisation:
| Card | What it shows |
|---|---|
| Active Participants | Number of participants with an active NDIS plan in your system |
| Today's Shifts | Shifts scheduled for today; click to open the roster |
| Pending Invoices | Invoices created but not yet submitted or paid |
| Staff on Shift | Support workers currently clocked in |
| Expiring Compliance | Staff certificates expiring within 30 days |
| Budget Alerts | Participants whose NDIS budget is below 20% remaining |
Quick Actions
Below the stat cards is a row of shortcut buttons for the most common tasks:
- + New Shift — Open the shift creation form
- + Add Participant — Start a new participant profile
- + New Invoice — Create a billing invoice
- + Add Staff — Invite a new team member
- Export Claims — Generate a PRODA-ready NDIS claim file
Today's Roster
A live timeline of today's shifts appears below Quick Actions. Each shift card shows:
- Start and end time
- Assigned support worker name and avatar
- Participant name
- Shift status badge: Scheduled In Progress Completed Pending Proof Missed
Click any shift card to open the shift detail view where you can see check-in/out times, GPS proof, progress notes, and financials.
Alerts & Notifications Panel
The right sidebar of the dashboard (or bottom on mobile) lists items that need your attention:
| Alert Type | Action required |
|---|---|
| Budget near limit | Review participant budget; consider plan review request |
| Certificate expiring | Go to Staff → Compliance to upload renewal |
| Unsigned service agreement | Resend to participant/guardian for signature |
| Unpaid invoice (30+ days) | Follow up or mark as written off |
| Shift missed | Investigate and update shift status |
| Incident not finalised | Complete the incident report |
Charts & Analytics
Below the roster, two charts provide trend data:
- Shift Volume (last 30 days) — Bar chart showing completed shifts per day
- Invoice Revenue (last 6 months) — Line chart of billed vs paid amounts
For deeper analytics, go to Reports in the sidebar.
Dashboard Differences by Role
| Role | What they see |
|---|---|
| Company Admin | All stats, all participants, all staff, billing totals, compliance alerts, KPI dashboard |
| Staff | Their own upcoming shifts for today and the next 7 days, any pending progress notes |
| Participant | Their own care plan, goals, upcoming appointments, and service agreement status |