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.
- Business Overview Card shows your total Sales, Purchase, and Profit at a glance. Use this to quickly assess whether your business is profitable for the selected period.
- Sales Overview Card displays your top 5 selling items. This helps you identify your best-sellers so you can ensure they are always in stock.
- Purchase Overview Card shows your top 5 purchased items. Use this to understand where most of your purchasing budget goes.
- Sales & Purchase Graph provides a visual trend of your sales and purchases over time. Look for patterns — seasonal spikes, declining trends, or sudden changes that need attention.
- Inventory Overview Card 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.
- Party Balance Overview Card 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.
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.
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.
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.
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