Understanding Your Dashboard
The Dashboard is the first screen you see after logging in. It consolidates the most important metrics from across your business — sales performance, purchase activity, inventory health, and outstanding balances — into a single, easy-to-scan view. Instead of navigating to separate reports, you can quickly assess your business health here. Use it daily to spot trends (are sales going up or down this week?), catch problems early (which items are running low?), and make informed decisions (should you follow up on a large outstanding payment?).
Steps
- After login, you land on the Dashboard — your business command center. This is intentionally the first screen you see because it gives you an instant snapshot of your business health without needing to navigate anywhere else.
- Use the date range selector at the top to choose the period you want to analyze (Today, This Week, This Month, or a custom range). Selecting the right period ensures the dashboard data is relevant to the timeframe you care about most.
- Review the Business Overview Card which shows your total Sales, Purchase, and Profit at a glance. Use this to quickly assess whether your business is profitable for the selected period — if profit is negative or declining, it signals the need for immediate attention.
- Check the Sales Overview Card which displays your top 5 selling items. This helps you identify your best-sellers so you can ensure they are always in stock, prioritize their promotion, and allocate shelf space accordingly.
- Check the Purchase Overview Card which shows your top 5 purchased items. Use this to understand where most of your purchasing budget goes, identify items with high cost exposure, and evaluate whether you are over-stocking certain products.
- Analyze the Sales & Purchase Graph which provides a visual trend of your sales and purchases over time. Look for patterns — seasonal spikes, declining trends, or sudden changes that need attention. A widening gap between sales and purchases (with sales higher) indicates improving profitability.
- Monitor the Inventory Overview Card which shows total stock value (by purchase and sales price), total items count, low stock items, zero stock items, and negative stock items. Check the low stock and zero stock counts daily to reorder items before they run out and you lose potential sales.
- Review the Party Balance Overview Card which summarizes how much you need to pay (To Pay) and how much you need to receive (To Receive). Use this to manage cash flow — follow up on large receivables and plan your supplier payments to avoid late payment penalties.
- Use the store selector chips at the top to switch between stores and view store-specific dashboard data. Comparing dashboards across stores helps you identify which locations are performing well and which ones need operational improvements.
Tip: Use the store selector chips at the top to switch between stores and view store-specific dashboard data. This is especially useful if you manage multiple locations. Make checking the dashboard the first thing you do every morning to start your day with a clear picture of your business.
Common Questions
Yes, use the store selector chips at the top of the dashboard to switch between stores and view store-specific sales, purchases, inventory, and party balance data. This is useful when you manage multiple retail locations or warehouses. Each store's dashboard provides an independent view of that location's performance, allowing you to compare stores side by side and identify which locations are underperforming. You can also view the combined data for all stores by selecting the 'All Stores' option.
Yes, the dashboard reflects the latest data every time you open it. All sales, purchases, and inventory changes are updated instantly across all your devices. There is no delay or manual refresh needed. This means if your staff member just completed a sale at your shop, you will see the updated sales figure and inventory count immediately on your dashboard, even if you are checking from a different location. This real-time capability makes the dashboard reliable for making time-sensitive business decisions.
Every morning, focus on four key areas: First, check the Business Overview Card to see yesterday's sales and profit numbers — this tells you how the previous day performed. Second, review the Inventory Overview for any low stock or zero stock items that need immediate reordering. Third, glance at the Party Balance Overview to see if any large receivable amounts need follow-up. Finally, look at the Sales & Purchase Graph for any unusual patterns or drops that might indicate a problem. This quick daily review takes only two to three minutes but keeps you fully informed about your business health and helps you prioritize your actions for the day ahead.
Yes, use the date range selector at the top of the dashboard to switch between Today, This Week, This Month, or a custom date range. This allows you to compare business performance across different periods, such as checking whether this month's sales are higher or lower than last month, helping you identify trends and make timely business decisions.
Related Guides
Related Features
Related Glossary Terms
Ready to Get Started?
Manage inventory, billing, and accounting effortlessly.