Dashboard Interface and Data Lineage Guide
Important Notice: The Dashboard and backend interface introduced in this chapter are intended only for colleagues with administrative and development permissions. If you are a general operational colleague (such as HR, accounting, or sales personnel), you do not need to and cannot log in to this Dashboard. Please read Chapter 8 directly to operate through the dedicated Custom App URL provided by your administrator.
Dashboard Positioning: The Core of Development and Management
For administrators and developers, the AI GO Dashboard is the control center for designing the entire corporate AI operational system. In the left navigation bar, the menu is divided into six core sections, which align with the areas in the system's Guided Tour:
- Overview: Includes the homepage (Data Lineage Canvas) and the Operational Control Room.
- AI Applications: Includes the App Builder and App Integrations, used to build and manage Custom Apps.
- AI Agent: Includes the Cowork area, which is the chat entry point for Q&A, data queries, and task delegation with the AI assistant.
- Organization and Access Control: Manage company organizational structures, member accounts, and security configurations.
- System and Maintenance: Manage server operations, system logs, and environment configurations.
- Data Center: The core corporate operational module of the backend. It contains Customer Relationship Management (CRM), Sales Orders, Purchase Management, Stock & Warehousing, Manufacturing (MRP), Accounting & Finance, Project Management, and Human Resource Management (HR).
Special Note: The tables under the "Data Center" in the navigation bar essentially play the role of the "Underlying Corporate Database". Data from all modules are interconnected at the database level. For daily business operations (such as registering vouchers or requesting leaves), it is not recommended to manually modify data directly in these backend tables. Instead, employees should perform standardized operations through published Custom Apps to ensure data consistency and security.
Understanding the Homepage "Data Lineage"
The homepage features a highly interactive "Data Lineage" canvas, presenting the flow and correlation of backend enterprise data.
- Significance of Data Lineage: This is the core visualization dashboard of the system. The canvas presents the linkage relationships among all AI applications, data modules, and external integrations in your organization. You can drag and zoom to browse the complete view, and click nodes to jump directly to corresponding function pages.
- Interactive Operations: You can hold the left mouse button and drag to move the entire canvas, or use the mouse scroll wheel to zoom in and out of the chart. Each data node (e.g., Lead, Quotation, Inventory) is clickable. Clicking a specific node opens a sidebar on the right displaying real-time statistical summaries, recently updated data lists, or allowing you to ask the AI questions related to that node.
Operational Control Room
Under the "Overview" section of the navigation bar, managers and decision-makers can enter the "Operational Control Room":
- Key Performance Indicators (KPIs): Display core metrics in real time, such as total sales of the month, gross profit margin, total inventory value, and number of undelivered orders.
- Data Analysis Charts: Provide statistical charts on sales trends, best-selling product rankings, purchase cost structures, etc.
- AI Intelligent Insights: AI GO automatically analyzes current database records and provides proactive alerts, such as "Purchasing costs increased this month compared to last, mainly due to the price increase of Raw Material A" or "Sales speed of Inventory Item B is accelerating; restocking is recommended," helping managers make decisions.