UI Design

This section explains the iDealOps User Interface to help you navigate it smoothly.

Understanding UI Design

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This SOP serves as your guide to understanding the purpose of each system component, its intended use, and its significance, ensuring you’re not clicking around blindly, helping you get the most out of the available tools.

Depending on your role, you may not see every section, and that’s intentional. You won’t have access to areas that aren’t relevant to your responsibilities. Don’t be alarmed if you don't have all the page tabs; that’s by design.

Here you’ve got a view of how it looks; this is the general layout. Each section has a purpose, and this SOP will walk you through what everything is, why it’s there, and how it helps you work smarter and faster.

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TOP BAR area

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In the top bar area, we have menus like:

1. “Admin 🤖”, which is for administrative use.

2. "🧩 Quick Tools": Opens a dropdown with multiple options, such as:

   1. “Check the live status of iDealOps 🔋”: allows you to view the status of all the software components we use.

   2. "Check the Documentation of iDealOps 📄": a direct link to our documentation if you have a question about something of the system.

   3. "Check the Product Roadmap of iDealOps 🚀": a direct link to our roadmap.

   4. "Access your iDealOps GPT Copilot 👽": a custom-trained GPT to answer all of the questions you may have about the system.

• "Add Rows ➕": helps you to add more rows in dashboards and input tables if needed.

• "Deep Search 🔎": helps you to filter even more of the data in dashboards if you need it.

If you want to learn more about them, please check their specific section:

Check our StatusCheck our RoadmapGPT CopilotAdd more Rows to a SheetDeep Search

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Bottom area

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It is important to note that each of these sheet pages has already been explained individually. Now, we will focus on the design.

So first, we have the different page tabs. Let's start with Help Center, Links and Leaderboards:

Remember, each of these sections has its own dedicated tutorial to help you learn how they work. If you’d like to refer to them, you can do so right here.

Help Center & SupportLinks TermsLeaderBoards

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Input Tables

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As you can see, some tabs have a specific color and emoji.

The color you see at the bottom of each tab is blue 💙, indicating an input table where each responsible person fills in the data. The emojis help you identify which one it is.

Remember, the emoji conventions are as follows, and each indicates who is responsible for filling the respective input table:

🤝 → The Client

💼 → Manager

💸 → Sales Rep

All input tables follow the same rule: blue-tone cells are inputs and can be completed. Non-blue cells (e.g., gray, green, etc.) are read-only—they’re system-calculated or reference values and must not be edited. The color-coding makes data entry unambiguous: if it isn’t blue, don’t touch.

Here are some examples:

Exception — Projections: In the Projections input table, three designated cells are intentionally editable even though they are not blue (see the image; these cells are highlighted). This is the only exception in the system. Do not edit any other non-blue cells in Projections.

Each of the input tables has its own dedicated tutorial to help you learn how everything works. Check them out here:

ExpensesPaymentsMarketingProspectingCalls_sales

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Dashboards

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Next, you have the second group, which consists of dashboards. You can identify them by the green color 💚 at the bottom of each page tab.

Another way to recognize them is by the graph 📊 emoji.

📊 → Dashboard

As the name suggests, these are the dashboards where we can view the data more visually and intuitively.

Keeping that in mind, we can now go through the UI of the dashboards themselves. So, let’s begin.

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Dashboards UI Sections

Dashboards UI Design Walkthrough

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Because all the dashboards follow a similar design, we’ve centralized the explanation here. For clarity, we’ll use the Calls Sales 💸 Dashboard as our example, since it contains one of the most complete and detailed graphs.

To begin, it’s essential to understand that the dashboard is primarily divided into three main sections, which are:

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1. Filters

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This section is dedicated to filters, which are essential to tailor the information to focus on specific details of the data that are most relevant to you.

This area has its dedicated section to help you make the most of the filters. You can refer to this page to learn how to use them like a pro and optimize your data analysis experience:

Filtering

Also, remember, the meaning of each term used in the filters is explained in detail here:

Filtering Terms

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2. Charts

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Depending on the filters you apply, the dashboard will display different data accordingly.

For demonstration purposes, I’ll apply one filter (Days Filter) so you can see how it works more clearly.

In this section, you’ll find elements such as:

• The Donut Chart.

• The Scorecard Charts.

• The Line Chart.

• The Column Chart

• The Dynamic Table.

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a. Donut Chart

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The Donut Chart helps you visualize the data in a clear, circular format. It helps show proportions and how different segments contribute to the whole, making it easier to compare categories at a glance.

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b. Scorecard Charts

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Helps us visualize key metrics at a glance. A scorecard chart is helpful because it highlights the most critical data points.

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c. Line Chart

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The Line Chart helps you track trends and changes in data over time. It’s beneficial for identifying patterns, spikes, or dips, providing a clear view of performance or activity progression.

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d. Column Chart

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The Column Chart displays data using vertical bars, making it easy to compare values across different categories. It helps show variations in data and highlight differences in performance, frequency, or totals across distinct groups.

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3. Dynamic Table

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The filters directly affect this dynamic table, adjusting the data to display precisely what you’re looking for based on the filters you’ve applied. This allows you to view tailored information that aligns with your specific focus or criteria.

Here’s a look at it:

This also includes several sections, and it's essential to understand them. First, you have:

1. The Total Data section: This section is a simple summation of all the collected information. It excludes any percentages or processed metrics—this is just the raw total of all the numbers gathered, presented as it is without any additional calculations.

1. The Average Data section: the Average Data sections helps you understand typical performance by calculating the mean across the selected entries, providing a clearer picture of what is standard or expected within the filtered scope.

1. The Table section: this section displays all the data entries in a structured format, allowing you to review each data point that contributes to the totals and averages. It helps dig deeper into the specifics and verify the numbers presented in the summary sections, which are displayed as Charts.

In summary, these resources are designed to help you view relevant information for your business more clearly, essentially providing real-time business intelligence. Thank you for reading!

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