---
title: "Advisor dashboard"
url: "https://help.simasuite.com/en/article/new-article-e815a676-762c-4566-96bc-199a2176739e"
language: "en"
last_updated: "2026-06-03T15:14:06.728Z"
---

# Advisor dashboard

The **Dashboard** is a comprehensive command center that allows the Service Advisor to monitor the workflow in real-time, identifying bottlenecks in appointments, spare parts, and repair statuses to prioritize immediate attention.

## Step-by-Step Guide

1.  **Accessing the Dashboard:** Locate the option **Dashboard** in the main menu to view the updated numerical indicators.
2.  **Appointment Management:**
3.  -   Click on the **Reception** indicator to access the **Appointment List** scheduled for the current day.
    -   Select the **Delivery** indicator to open the **Deliveries** screen for the day and manage the departure of vehicles in 'notified' status.  
        Spare Parts Tracking:
4.  **Click on any of the four indicators in the** Spare Parts **section (**Pending Authorization**,** Pending Arrival**,** Not Collected **or** Overdue**) to open the specific parts list and expedite their management with the warehouse.**Order Control:  
    Click on any of the statuses in the
5.  **Orders** section (e.g., **Pending Spare Parts** or **Pending Quote**). The system will redirect you to the order list with an **automatic filter** applied by that status and linked to your user as **Advisor**

## Pro Tips / Usage Notes

-   **Filter by Responsibility:** Remember that the indicators in the **Orders** section are personalized; they only show the workload associated with the logged-in Advisor.  
    Immediate Action:
-   **Indicators with high numbers in** Pending Administrative Verification **or** Pending Quote **require urgent attention to avoid delays in final delivery.**  
    

## Relationship with other screens

-   **Workshop Tracking:** This dashboard acts as the top layer of the **Workshop Tracking** screen, providing aggregated metrics before delving into the detailed listing.  
    Digital Vehicle Delivery:
-   **The** Delivery **indicator connects directly to the** Digital Delivery Process **module to initiate the review and electronic signature process.**Spare Parts Management:  
    The spare parts indicators are linked to the statuses defined in the
-   **Work** tab of each order, allowing full traceability from order to installation.