ATOS · TRAINING GUIDE
Director Dashboard Guide
Step-by-step guide for directors and managers
Guide Overview
The Director Dashboard provides executives with a real-time view of project progress, sales performance, operations status, financial health, audit readiness, and governance. Directors use it to review reports, track KPIs, make decisions, and ensure accountability across all departments.
Where This Department Fits in the Booking Flow
The Director OS oversees the entire 13-step Canonical Booking Flow. Directors do not execute individual steps but monitor all stages, approve critical decisions, resolve bottlenecks, and ensure accountability across Reservations (Steps 1-5), Management Review (Step 6), Accounts (Steps 7-8), Operations (Step 9), Camp (Step 10), Fleet (Step 11), Client Portal (Step 12), and Director Monitoring (Step 13). Directors use the Command Center to track KPIs, the Booking Flow Monitor to identify stuck bookings, and the Decision Archive to record governance decisions.
Daily Workflow
Open the Director Dashboard.
Review the project overview summary.
Check sales pipeline and booking performance.
Review operations status and active trips.
Check financial summaries and payment status.
Review audit readiness and compliance status.
Check governance items and pending decisions.
Review staff performance and training progress.
Step-by-Step Feature Guide
Project Overview
Get a high-level view of the entire ATOS project status.
Steps
Open the Project Overview tab.
Review the project timeline and phases.
Check implementation progress.
Review production readiness.
Check launch readiness score.
Trainer Script
The Project Overview gives directors a bird's-eye view. Use it to understand where the project stands overall.
Sales & Pipeline
Review sales performance and booking pipeline.
Steps
Open the Sales tab.
Review inquiries by source.
Check booking pipeline stages.
Review conversion rates.
Check quotation performance.
Review agent performance.
Trainer Script
Sales metrics help directors understand revenue pipeline. Look for bottlenecks in the conversion process.
Operations Status
Review active trips, readiness, and incidents.
Steps
Open the Operations tab.
Review active trips and their status.
Check readiness scores for upcoming trips.
Review any incidents or issues.
Check supplier confirmation status.
Trainer Script
Operations status shows what is happening in the field. Directors should watch for at-risk items and incidents.
Financial Summary
Review revenue, outstanding balances, and payment status.
Steps
Open the Finance tab.
Review total revenue.
Check outstanding balances.
Review payment method breakdown.
Check overdue payments.
Review WHT and tax status.
Trainer Script
Financial summaries give directors visibility into cash flow and financial health. Watch for overdue payments and outstanding balances.
Audit & Compliance
Review audit readiness and compliance status.
Steps
Open the Compliance tab.
Review audit log entries.
Check compliance status across departments.
Review access logs.
Check data protection status.
Trainer Script
Audit and compliance ensure the system is being used correctly. Directors should review this regularly for accountability.
Governance
Review pending decisions, risks, and governance items.
Steps
Open the Governance tab.
Review pending director decisions.
Check the risk register.
Review system health logs.
Approve or reject pending items.
Trainer Script
Governance is about decision-making and risk management. Directors should not let pending decisions sit for too long.
Common Mistakes to Avoid
Not reviewing the dashboard regularly.
Letting pending decisions sit without action.
Not following up on at-risk operations items.
Ignoring overdue payments.
Not reviewing audit logs for accountability.
Not using reports for weekly management reviews.
Mark & Dorith — Director Oversight Simulation
Directors monitor the Mark & Dorith booking from inquiry to completion. The Director OS shows the booking flowing through all 13 steps, flags bottlenecks, and provides financial visibility. Directors approve critical decisions and ensure accountability across departments.
Step 01 — Command Center
Director opens the Command Center to review overall project status and active bookings.
💡 The Command Center gives directors a bird's-eye view. Look for stuck bookings and at-risk items.
Step 02 — Booking Flow Monitor
Director checks the Booking Flow Monitor to see which bookings are stuck or need attention.
💡 The Booking Flow Monitor identifies bottlenecks. Directors should follow up on stuck items.
Step 03 — Finance & Decisions
Director reviews finance pulse and records governance decisions.
💡 Directors use the Decision Archive to record governance decisions. Finance Pulse shows cash flow and outstanding balances.
Director Dashboard Practice Assignment
Tasks
Open the Director Dashboard.
Review the project overview.
Check the sales pipeline summary.
Review operations status for active trips.
Check the financial summary.
Review any pending governance decisions.
Success Criteria
Dashboard is accessible.
Project overview is reviewed.
Sales pipeline is understood.
Operations status is checked.
Financial summary is reviewed.
Governance items are identified.