Live demo screen
Executive Dashboard
Billing math in actual dollars, outcomes, funding-source utilization, and the timecard approval queue summary.
Who sees what: Owner only. This is the one dashboard that renders dollars. Lower roles reaching it by URL see a no-access notice, and the money query returns null without the capability regardless.
YOUR EXECUTIVE DASHBOARD
Organization-wide — 6 staff, 15 consumers. Dollar figures are visible to you as owner.
Billing Math
$20,662.50
Total billed value
725.00
Total hours
12
Timecards
| Timecard status | Billed value |
|---|---|
| Draft | $0.00 |
| Submitted | $10,516.50 |
| Approved | $10,146.00 |
| Locked | $0.00 |
Outcomes
15
Cases in view
1
Cases closed
0
Employment outcomes
0
Program completions
—
Avg. days to closure
Case closure rate
7%
Funding Source Utilization
| Funding source | Referrals | Successful outcomes | Success rate |
|---|---|---|---|
| Unspecified | 15 | 0 | 0% |
Timecard Approval Queue
0
Pending approvals
0
Pending changes
Nothing is waiting for your approval right now.
This is the real screen, rendered live against fictional demo data — not a screenshot.Sign in to interact
What you’re looking at
The only screen in the entire plugin that renders dollars, and it is gated on a single owner-tier capability. This is the deliberate line between “managers run the work” and “owners see the money.”
On this screen you can
- Billing math — actual dollar totals broken out by timecard status, with a chart
- Outcomes — cases closed, employment and program-completion results, average days to closure
- Funding source utilization — referrals and successful outcomes per funding source
- A timecard approval queue summary, with a link straight into the queue
Enforced server-side
- Owner only. A supervisor, coordinator or org admin reaching it by direct URL sees a no-access notice
- The underlying money query returns null without the capability regardless of how it is called — dollars cannot leak downward by finding another route in
In this demo you’re watching the screen as Dana Whitfield — Executive Director (Owner), against a fictional organization of 6 staff and 15 consumers. Signing in with a different role changes what renders — that scoping is the product, not a demo trick.