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Dash
Dash is a dashboard for 3SD. It provides reporting that is not available in GitLab.
This is our client billing and time tracking database that is used to generate invoices for clients. This was built by us and is a tool we hope to develop and use increasingly as a workload planning tool.
Each project lead is responsible for keeping their client’s invoice contact details up to date, and for checking and generating invoices at the start of each month for work carried out in the previous month. The Finance Manager is responsible for sending, processing and chasing invoices to the client, but project leads get copied in and are responsible for answering any queries raised by the client.
Dash has the following sections:
- Admin - this contains client’s contact details for the purposes of invoicing
- Tracking - we use this to report on time tracked (by month/week, user, billable/all work). These reports feed into our pipeline meetings where we plan our work.
- Billing - invoices prior to being ‘generated’ are listed here and need to be checked through by the project lead and amended if appropriate. Invoices - once an invoice has been checked and generated by the project lead, they are listed and can be viewed in this section.