# Basic terminology

The Dashboard is the signed-in home surface where PAMS presents dashboard views and
business readouts.

| If you need to… | Go to |
|---|---|
| understand the dashboard terms | [Read the dashboard terms](#read-the-dashboard-terms) |
| check what you need before opening the dashboard | [Before you start](#before-you-start) |
| understand a message or an unavailable choice | [Messages and unavailable choices](#messages-and-unavailable-choices) |
| learn the wider dashboard surface | [Dashboard overview](doc:dashboard-overview) |
| change your dashboard workspace | [Personalizing your workspace](doc:personalizing-your-workspace) |
| open navigation guidance | [Navigation basics](doc:navigation-basics) |
| get help with a dashboard you cannot access | [Getting help](doc:getting-help) |
| understand principal-specific reporting | [Principals Report](doc:principal-report) |

## What these terms mean

When your role has no dashboard, PAMS displays the message `Your role has no dashboard` and
the guidance `Kindly, Contact your administrator to define a dashboard`.

## Before you start

Sign in before you open the dashboard. PAMS protects this surface with an authentication
requirement, so a signed-in session is needed before you use the dashboard terminology.
After signing in, continue with the dashboard labels below.

## Read the dashboard terms

The dashboard combines named views, result-order controls, and business readouts. The
following labels help you identify what you are looking at:

| Label | What it identifies |
|---|---|
| **Sales Pipeline** | A dashboard readout. |
| **Accounts in Sales Pipeline** | A dashboard readout. |
| **Teams Booking vs. Target** | A dashboard readout. |
| **Booking This Year** | A dashboard readout. |
| **Equivalent** | A dashboard value label. |
| **Target** | A dashboard value label. |
| **Achieved** | A dashboard value label. |
| **Forecast** | A dashboard value label. |

The dashboard also includes the labels **Potentials**, **Inquiries**, **Budget offers**,
**Firm offers**, and **Orders**. Use the labels visible in your dashboard to orient
yourself among the displayed readouts.

![Identify the dashboard readouts and the three result-order controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/48a474559dad410770fcdeb81cb1cba9.png)

**New Tab** is the field label used when a dashboard tab is added or renamed. The field is
required in those tab dialogs.

Use one of the following controls to choose the order of the principal results.

**Prerequisites**

The principal results are visible.

**Steps**

1. Choose one result order.

   | If you need to… | Select |
   |---|---|
   | order the results by booking | **Sort by Booking** |
   | order the results by target | **Sort by Target** |
   | order the results by achievement | **Sort by Achievement** |

**Result:** The principal results are ordered by the criterion you selected.

The arrival view showed three named controls and five additional visible controls. None of
the three named controls carried a required marker, and no table headers appeared.

## Messages and unavailable choices

The home surface presents the dashboard terms above. **Global view** and **Single view** do
not appear as available choices. Use the views and readouts that are visible on your
dashboard.

![Check the home surface after it loads.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f59d469bbe0206c7338790cd782bcb14.png)

When dashboard actions produce messages, use the wording below to identify the outcome:

| Situation | Message | What to do |
|---|---|---|
| The dashboard service reports success | `Your request was completed successfully` | Continue with the dashboard result. |
| The active-dashboard change reports an error | `An error occurred while processing your request` | Check the active dashboard selection and repeat the change. |
| Your role has no dashboard | `Your role has no dashboard` | Contact your administrator to define a dashboard. |
| The dashboard gives the empty-dashboard guidance | `Kindly, Contact your administrator to define a dashboard` | Contact your administrator to define a dashboard. |

The message `Please choose one or more principals` belongs to [Principals Report](doc:principal-report),
not to the home terminology surface.

The arrival view showed no dialog or message. The available home surface is therefore the
place to read the dashboard labels and choose among the visible result-order controls.

**Result:** You can identify the Dashboard terms, recognize the available ordering controls,
and distinguish home messages from the principal-report message.