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Home Dashboard

Overview

The Dashboard is the landing page after login. It provides the Rate Payer with an at-a-glance view of their financial status, quick action shortcuts, payment analytics, and a recent bills table.

Navigate to: Sidebar → Home or /dashboard


Profile Completion Alert

New or incomplete profiles may see a banner prompting them to complete their profile information. This alert sits at the top of the dashboard and links to the Settings page.

Profile Completion Alert

!!! tip "Things to check" - The alert only appears when the profile is genuinely incomplete - Clicking the alert navigates to the Settings page - Dismissing the alert does not permanently hide it if the profile is still incomplete


Welcome Section & QR Code

The dashboard header includes a welcome message with the user's name and a QR code that can be scanned for quick identification.

Welcome Section

Element Description
Welcome message Greets the user by name
QR code Scannable code linked to the user's rate payer account
Year selector Dropdown to filter dashboard data by year (e.g. 2026)

!!! tip "Things to check" - Year selector filters all dashboard data (KPIs, charts, bills) to the selected year - QR code renders correctly and is scannable - Welcome message displays the correct user name


KPI Cards

Four key performance indicator cards summarize the rate payer's financial status:

Card Description
Total Outstanding Sum of all unpaid bill amounts across properties
Active Properties Number of properties registered under this rate payer
Last Payment Amount and date of the most recent payment
Next Due Date Date of the next upcoming bill payment deadline

KPI Cards

!!! tip "Things to check" - Total Outstanding matches the sum of unpaid amounts across all bills - Active Properties count matches the actual number of properties in the property list - Last Payment reflects the most recent successful payment, not pending or failed ones - Next Due Date is correct and updates when bills are paid or new bills are issued - All KPI values update after a payment is made or a new bill is issued without requiring a page refresh


Quick Actions

Six shortcut tiles for the most common actions:

Action Route Description
Add Property /properties/create Start the multi-step property registration wizard
Properties /properties View all registered properties
Pay for Others /bill/payother Pay a bill on behalf of another rate payer
Bills & History /bill View bills and payment history
Help & Support /help Access the help center
Settings /settings Manage profile and security settings

Quick Actions

!!! tip "Things to check" - Each quick action tile navigates to the correct route - Tiles are responsive and display correctly on different screen sizes - The layout remains usable on mobile viewports


Analytics Charts

Two charts provide visual insights into the rate payer's payment activity:

Payment Trend (Area Chart)

A time-series area chart showing payment amounts over the selected year. The X-axis represents months, and the Y-axis represents payment amounts in GH₵.

Payment Trend Chart

Status Breakdown (Donut Chart)

A donut chart showing the distribution of bill statuses (Paid, Unpaid, Partial, etc.) across all properties.

Status Breakdown Chart

!!! tip "Things to check" - Payment Trend chart data matches the actual payment history for the selected year - Status Breakdown percentages add up to 100% - Charts re-render correctly when the year selector is changed - Charts handle zero-data states gracefully (no broken rendering)


Recent Bills Table

A table showing the 5 most recent bills with pagination for additional entries.

Recent Bills Table

Column Description
Bill Number Unique bill identifier
Property Property ID or name
Amount Total bill amount in GH₵
Status Bill status (e.g. Paid, Unpaid, Partial)
Due Date Payment deadline
Action Link to view bill details

Pagination controls allow navigating through additional bills beyond the initial 5.

!!! tip "Things to check" - Table shows exactly 5 bills per page - Pagination controls work correctly and load the next/previous set - Bill amounts and statuses are accurate - Clicking a bill row navigates to the correct Bill Details page - The most recent bills appear first (sorted by date descending)


Account Summary Drawer

A slide-out drawer accessible from the dashboard providing a consolidated account summary.

Account Summary Drawer

Section Description
Total Billed Sum of all billed amounts
Total Paid Sum of all payments made
Total Outstanding Remaining balance
Property breakdown Per-property summary with individual bill/payment/outstanding figures

!!! tip "Things to check" - Drawer opens and closes smoothly without layout shifts - Summary totals match the KPI cards on the main dashboard - Per-property breakdowns are accurate and expandable - Drawer is accessible and usable on mobile viewports


!!! tip "Things to check" - Dashboard data refreshes when navigating back to it after making a payment - All sections (KPIs, charts, table, drawer) show consistent data - Loading states display while data is being fetched - Error states display clearly if the dashboard API fails - The year selector persists its selection across page navigations within the same session