Step by step
- Open Dashboard from the side menu, or click the logo in the top bar.
- Choose the period in the date list: Current Day, This Week, This Month, This Year or All Time. The cards and charts load again for that period and the title changes, for example to Todays Status.
- With a BackOffice, the list beside it shows the figures of All Business/BackOffice, of the BackOffice only, or of one shop.
- Read the cards: Total Purchase, Total Sale, Purchase Due, Sale Due and Expense on top; Total Users, Total Products, Total Adjustment, Total Employees, Customer Balance and Supplier Balance below them.
- Today In Your Apps shows live figures of the apps you use, such as Restaurant, Cash Registers, EMI Installments or Warehouse. Open takes you to the app.
- At the bottom are the Net Profit Vs Cash Flow chart and the rings Out of Stock Percent, Return Rate and Completed Order Rate. The ... button of a ring opens its reports.
- Press Today Overview to see the installments due today, expired and soon expiring stock, low stock and customer dues. Each list has a link to its full page.
- Click Add Shortcut (the + tile) and tick the menus you use most. They appear as tiles at the top of the page.
Good to know
- Customize shows or hides each card, chart and the shortcut strip. It changes only your own dashboard and is saved at once; Show All brings everything back.
- The business figures need the permission View Dashboard Data. Without it you see only the greeting, the shortcuts and the app summaries you have rights for.
- A card is shown only when its module is in your plan and switched on in Modules. The app summaries are always for today, whatever period is picked.
- You can keep up to 17 shortcuts. Untick a menu in Add Shortcut to remove it.
- Expiring Soon in Today Overview uses the days set in General Settings > Dashboard Settings (View Stock Expiry Alert For).
- Notices of your business run in the line at the top. Important notices from the software team can also appear as a bar or a popup here.