Use the dashboard and its tabs

The dashboard is your start page. It is organised in views (Planning, Financial and Management), and each view has a row of tabs with the tools for that kind of work. Which views and tabs you see depends on your platform's features and your permissions.

Open a tab

1. Click the home icon in the header, or press Ctrl+D on a Mac or Alt+D on Windows.
2. Choose a view in the selector at the top right of the tab row: Planning, Financial or Management.
3. Click a tab in the row, for example Planboard or Planner. Scroll the row sideways if not all tabs fit.

The address of the page changes with the tab, so you can bookmark a tab or share the link with a colleague. You can also press Cmd (Mac) or Ctrl (Windows) with a number to open a tab by its position.

Planning view

Tab	Use it to
Planboard	Plan and follow vehicles, trips and equipment in a live board. See Plan with the plan board.
Planner	Plan on a timeline per vehicle, driver or consignment. See Plan on the planner timeline.
Watchtower	Watch the status of consignments and their trips. See Monitor with the watchtower.
Marketplace	Publish and answer tenders. See Marketplace overview.
Route planner	Calculate routes. See Plan a route.
Optimizer	Let Transportial propose a plan. See Optimise your planning.
Map planning	Select orders on the map and build trips. Only shown when your platform has the map planning feature. See Plan trips on the map.
Todo	Work through your to-dos. See Manage to-dos.
Exceptions	Handle planning exceptions. See Handle planning exceptions.
Fleet FMS	See live fleet data. See Fleet FMS view.

In the Planning view, a map with your vehicles and work is shown above the tabs. It is left out on the Map planning tab, which has its own map.

Financial view

Shows the tabs Invoices, Incoming invoices, Pending Approvals, Quotes and Incoming quotes, depending on your permissions. A second selector next to the view selector lets you choose the administration you are working in. See Create and send invoices and Quotes.

Management view

Shows the Operational and Financial management dashboards. See Management dashboards.

The Insights tab with reports is added at the end of the row in every view when your platform has it. See Run a report on the Insights tab.

Which view you start in

The dashboard opens on the first tab available to you. Users with the finance account type start in the Financial view on Invoices. A settings group (perspective) may also send you to a specific tab when you switch to it.

Hide dashboard elements

1. Open the side menu (☰) and choose Settings.
2. Click the User interface tab.
3. Under Dashboard elements, switch off Map planner, Onboarding banner or Insights tab.

The change is saved immediately and only applies to you.