Dashboard

We have added three new Dashboards as part of the Dashboard Enhancement project

Project pipeline
Confirmed Business
Project Status Element

Project Pipeline

The Project Pipeline dashboard gives you visibility into potential future projects that are currently in "Inquired" or "Postponed" status. This view combines expected and budgeted figures in one comprehensive display, allowing for better planning and forecasting.

Comprehensive Data Columns: View all critical project information, including financial projections, dates, and management details
Automatic Calculations: Expected and budgeted values are automatically populated from existing project data
Financial Projections: See expected turnover, costs, and profit alongside budgeted figures
Probability Tracking: Monitor conversion likelihood with probability and profit probability figures

Data Display Details

The dashboard includes the following columns:

Project Name and Number
Start Date and End Date
Project Manager
Expected Turnover, Cost, and Profit
Budgeted Turnover, Cost, and Profit

Key Details

Expected Turnover and Cost values are pulled from the Expected Figures section in Project General
Budgeted values are derived from Project Services (Total Sell and Total Cost)
All financial figures are displayed in the project's designated currency
Expected Profit is calculated as Expected Turnover minus Expected Cost

Profit Probability is calculated as Profit multiplied by the Probability percentage

Confirmed Business

The "Confirmed Business" dashboard element is designed to provide better visibility into your confirmed projects.

This dashboard presents a consolidated view of all projects with "Confirmed" status, displaying critical information including:

Project Name and Number
Start and End Dates, Project Manager
Budgeted Turnover, Cost, and Profit

Key Features

Financial Clarity: Budget figures pulled directly from Project Services
Date Filtering: Filter projects by custom date ranges
Easy Export: Download data to Excel with one click
Intuitive Sorting: Projects sorted by creation date (newest first)
Native Currency: All financial data shown in each project's currency

Project Element Status

We've enhanced the Project Status dashboard with new financial insights to help you better track project performance at a glance.

The Project Status dashboard now includes two additional columns:

Turnover: Shows revenue figures for each project status category
Profit: Displays profit figures for each project status category

Key Improvements

Financial Visibility: Immediately see financial performance across different project statuses
Current Data: All figures reflect the latest values from each project
Default Annual View: Dashboard automatically displays data for the current year
Custom Filtering: Apply your own date filters as needed
Excel Export: Download complete status, turnover, and profit data with one click

Email Notifications for Tickets

Overview

The system now has the additional settings to send ticket-based email notifications for users who have access to the support conversations that are created through Intercom Messenger in the Meetingbox client instances.

Key Features

Customizable Email Content:
The system allows customization of the email subject and email body per client-specific requirements.
Granular Notification Options:
Admins can choose to enable notifications for:
- Only new tickets/status updates
- Only conversation updates or both combined
Stakeholder Involvement:
Provision to add Cc addresses at the client instance settings level, ensuring that necessary stakeholders are included in the ticket email conversations.
Conversation Management:
- Each email will contain only the latest conversation.
- Ticket ID and Title can be included in the email subject and body for better tracking.

MEA Enhancements

Lead Scanner

The "Lead Generation" feature allows exhibitors to scan attendee and fellow exhibitor QR codes during an event to collect contact information

Key Functions:

Scan QR codes of attendees and exhibitors (same event only).
Capture details: First Name, Last Name, and Notes.
Export scanned leads to Excel via email.

Contact Scanner

The "Contact Scanner " feature enables attendees to scan and save other attendee contacts from the same event.

Key Functions:

Scan QR codes of attendees only (same event).
View and note down First Name, Last Name, and Notes.
Export scanned contacts to Excel via email.

Photo Gallery

The photo gallery in the Meetingbox mobile app now supports swipe gestures for easier image navigation. Previously, users had to tap left and right buttons to browse through images. This update replaces the button-based navigation with a smoother, gesture-based experience.

What’s New:

Swipe left to view the next image.
Swipe right to view the previous image.
Swiping is disabled when reaching the first or last image in the gallery to prevent overscroll.

PWM

Password Generation from Settings

When resetting a user's password via the "Generate" button on the Edit User screen, the system now enforces strong password security standards. All generated passwords will contain a minimum of 8 characters, including at least one uppercase letter, one lowercase letter, one numeric digit, and one special character.

The "Select All Tasks" Option Now Available on Task Template Page

We've introduced a new "All Task" checkbox on the "Add Task from Templates" page to enhance usability. This feature allows users to quickly select or deselect all task templates visible on the current page with a single click. Please note that the selection applies only to the tasks shown on the current page and does not affect other paginated results.

Visual Update: Easily Identify Previously Added Task Templates

To improve clarity when adding task templates, templates that have already been added to a project now appear visually distinct. The title, due days, date parameter, and category of these tasks are displayed in bold italic font. The checkbox and assignee fields remain unchanged, and users can still add the same task template multiple times if needed. This update helps users quickly identify previously added tasks while maintaining full flexibility.

New Background Export Feature with Email Notification for Geodata

We’ve added a new background export feature to the Geodata module for improved convenience. When exporting data from any tab, users will now see a dialog box prompting them to start the process in the background and enter an email address. Once the export is complete, an Excel file with the requested geodata will be sent directly to the provided email.

Enhanced Calendar Control: Drag to Adjust Task Start Time

We've improved the calendar experience by allowing users to extend or adjust a task’s start time by dragging from the top of the time slot. This enhancement applies to tasks, meetings, appointments, and all-day events. It provides greater flexibility and ease when managing your schedule directly within the calendar view.The drag functionality behaves consistently with end-time adjustments, including overlap handling

Active Programs Filter in Edit Action

We have improved the Program dropdown in the Operations > Edit Action screen to enhance accuracy and usability.