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6/2/2025
README.md

Operations Dashboard

A comprehensive operations dashboard for small businesses that streamlines staff task assignments, monitors KPIs, and automates client follow-ups.

Features

📋 Task Management

  • Create and assign tasks to staff members
  • Track task progress and completion
  • Priority-based task organization
  • Due date management and notifications

📊 KPI Monitoring

  • Real-time dashboard with key metrics
  • Visual charts and graphs
  • Performance tracking over time
  • Customizable KPI targets

🤝 Client Follow-up Automation

  • Automated follow-up scheduling
  • Email templates and customization
  • Client interaction history
  • Follow-up status tracking

👥 Staff Management

  • Staff member profiles and roles
  • Task assignment and workload tracking
  • Performance metrics per staff member

Project Structure

├── backend/
│   ├── database/
│   │   ├── migrations.ts    # Database schema setup
│   │   └── queries.ts       # Database query functions
│   ├── routes/
│   │   ├── tasks.ts         # Task management endpoints
│   │   ├── staff.ts         # Staff management endpoints
│   │   ├── kpis.ts          # KPI tracking endpoints
│   │   ├── clients.ts       # Client management endpoints
│   │   └── followups.ts     # Follow-up automation endpoints
│   └── index.ts             # Main Hono server
├── frontend/
│   ├── components/
│   │   ├── App.tsx          # Main application component
│   │   ├── Dashboard.tsx    # Main dashboard view
│   │   ├── TaskManager.tsx  # Task management interface
│   │   ├── KPICharts.tsx    # KPI visualization
│   │   ├── StaffPanel.tsx   # Staff management
│   │   └── ClientFollowup.tsx # Client follow-up interface
│   ├── index.html           # Main HTML template
│   └── index.tsx            # Frontend entry point
└── shared/
    └── types.ts             # Shared TypeScript types

Getting Started

  1. The app runs on Val Town with HTTP trigger
  2. Database uses SQLite for data persistence
  3. Frontend uses React with TailwindCSS
  4. Charts powered by Chart.js
  5. Email automation uses Val Town's email service

Usage

  • Access the dashboard at the main URL
  • Create staff members and assign roles
  • Set up KPI targets and tracking
  • Create tasks and assign to staff
  • Configure automated client follow-ups
  • Monitor real-time metrics and performance

Environment Variables

  • OPENAI_API_KEY - For AI-powered task suggestions (optional)
  • EMAIL_FROM - Default email sender for follow-ups

API Endpoints

  • GET /api/dashboard - Dashboard data
  • GET/POST /api/tasks - Task management
  • GET/POST /api/staff - Staff management
  • GET/POST /api/kpis - KPI tracking
  • GET/POST /api/clients - Client management
  • GET/POST /api/followups - Follow-up automation
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