Dashboard Overview: Your Command Centre
The dashboard is designed to give you a quick overview of what needs your attention and help you take action on the most important items first.
Overview
Your Okhantu dashboard is your command centre - a personalized view of your business status, upcoming tasks, and opportunities. This guide explains each section of the dashboard and how to use it effectively.
The dashboard is designed to give you a quick overview of what needs your attention and help you take action on the most important items first.
Dashboard Layout
Your dashboard is divided into several key areas:
Header Bar
Contains your profile, notifications, and global search.
Status Overview
Your profile completion, verification status, and key metrics.
Activity Feed
Recent activity, notifications, and alerts.
Upcoming & Expiring
Tender deadlines, document expiries, and scheduled tasks.
Quick Actions
Shortcuts to common tasks like searching tenders or creating quotes.
Status Overview
The Status Overview shows your current standing across key areas:
Profile Completion
Shows your profile completion percentage. Click to see what's missing and complete remaining sections.
Complete profile to unlock all features
Verification Status
Displays which verifications you've completed (CIPC, SARS, B-BBEE, COIDA) and any pending verifications.
Verified items show green badges
Compliance Score
Your overall compliance health score based on document validity and verification status.
Higher scores improve tender matching
Credits Balance
If using QuotationOS, shows your available lead credits.
Click to purchase more credits
Activity Feed
The Activity Feed shows recent events and items needing your attention:
Expiry Warnings
Documents or certificates expiring soon. Take action to renew before they expire.
New Tender Matches
Tenders matching your capabilities and preferences. Review and decide if you want to apply.
Verification Updates
Status updates on your verification requests.
System Notifications
Platform updates, new features, and important announcements.
Upcoming & Expiring
This section helps you stay ahead of deadlines:
Tender Deadlines
Closing dates for tenders you've saved or are tracking. Sorted by urgency.
Document Expiries
Your CIPC, Tax Clearance, B-BBEE, and other documents approaching expiry.
Renewal Reminders
Scheduled reminders for annual returns, tax submissions, and compliance renewals.
Quick Actions
The Quick Actions bar provides shortcuts to common tasks:
Search Tenders
Jump straight to the tender search with your saved filters.
Create Quote
Start a new quote in BusinessOS.
Upload Document
Add a new document to your Document OS.
View Leads
Check new leads in QuotationOS.
Start Verification
Begin a new verification process.
Contact Support
Get help from our support team.
Customizing Your Dashboard
You can personalize your dashboard to show what matters most to you:
Understanding Your Metrics
Key metrics on your dashboard and what they mean:
| Metric | What It Measures | How to Improve |
|---|---|---|
| Profile Score | Completeness of your company profile | Fill in all profile sections and upload documents |
| Verification Status | Number of verified credentials | Complete CIPC, SARS, B-BBEE, COIDA verifications |
| Compliance Score | Overall compliance health | Keep documents valid and complete verifications |
| Match Score | How well tenders match your profile | Complete capabilities section and keep profile updated |
| Response Rate | How quickly you respond to leads (QuotationOS) | Respond to leads within 24 hours |
Dashboard on Mobile
Access your dashboard from any device. The mobile version includes:
- Streamlined view optimized for smaller screens
- Push notifications for urgent alerts
- Quick access to tenders and notifications
- Swipe gestures for common actions
Next Steps
Now that you understand your dashboard, learn how to navigate the rest of the platform efficiently.