Understanding Your Dashboard

The Kolva dashboard opens on four KPI cards, the Sales Pilot section, your recent visits and your pending alerts. What it shows follows your role.

KPI Cards

The top row shows four cards. Each card is a link: tap it and Kolva opens the page behind the figure.

• Active Clients — the number of clients in your portfolio.
• Visits Last 7 Days — visits recorded over the last seven days, with the change against the seven days before.
• Invoiced revenue HT (Month) — revenue invoiced this month, with the change against last month.
• Conversion Rate — the share of prospects converted, with the converted-over-total count underneath.

The Finance Variant

If your role is Finance, the four sales cards are replaced by four finance cards, and a Cash position block is added above them:

• Invoiced revenue (HT) — revenue invoiced over the period.
• Cash collected — what has actually been collected.
• Customer receivables — what clients still owe you.
• Supplier payables — what you still owe your suppliers.

Recent Visits and Alerts

Under the Sales Pilot section — revenue, rankings, visits and signals at a glance — two panels close the page:

• Recent Visits — your latest visits with the client and the visit type. View all opens the full list.
• Alerts — the alerts waiting for you. Open one to read its detail, then Open action takes you to the screen that clears it. With nothing pending it reads No pending alerts.

Role-Specific Views

The dashboard adapts to your role automatically:

• Commercial — the four sales cards, their own visits and their own alerts.
• Manager / Supervisor — the same cards, plus the pending-approvals badge in the page header.
• Admin — the same, plus the administration blocks reserved for that role.
• Finance — the finance cards and the Cash position block instead of the sales cards.