The Dashboard is the page you land on after signing in. It’s a snapshot view, not a workspace — designed to answer “what’s the state of the store right now?” in 5 seconds before you go off to do work.
What’s on it
- Quick actions — at the top, buttons for the most-common starting points (New Invoice, New Work Order, New Memo, New Appraisal, Add Contact / Jewelry / Watch / Stone). The fastest way to start a task without hunting through the menus.
- Inventory value — current stock at cost / retail.
- Sales history chart — last 12 months of monthly sales, with this year vs last year overlay. Toggle “Exclude trade-ins” to see what’s pure sales activity.
- Action items — a tabbed card of things that need follow-up (see below).
The widgets shown depend on your permission group — staff with Reports access see the sales chart; without it, they get a simpler view.
Action items
The Action Items card groups the things that need attention into tabs, each with a count badge:
- Open Receivables — customer invoices with an outstanding balance (money owed to you). A credit balance (you were overpaid) shows in blue.
- Open Payables — vendor invoices with an outstanding balance (money you owe). Same layout as receivables; a credit balance (you overpaid a vendor) shows in blue. Click a row to peek at the vendor invoice.
- Open Memos — memos past their reminder window with items still out.
- Open Work Orders — every repair and custom job still in the pipeline (anything not yet picked up, cancelled, or lost — regardless of whether it’s been invoiced). Overdue jobs show their lateness in red and, along with rush jobs, sort to the top; upcoming due dates show in muted text. Click a row to peek at the job. The same set with full filtering lives on the Work Orders board, where overdue cards also show in red.
- Sold Partnership Items / Sold Vendor Memo Items — consignment sales waiting to be reconciled / paid out.
Click any row to open a quick peek without leaving the dashboard.
Store filter
Multi-store users see a store picker at the top — switch between stores to see that store’s dashboard. The picker only appears if you have access to more than one store.
Customizing what shows
Currently the dashboard layout is fixed; per-user customization (drag-to-reorder widgets, hide what you don’t care about) is a planned feature, not yet shipped. If you find yourself ignoring most of the widgets, your permission group might be granting more than you need — talk to an admin.
Tips
- The sales chart is the fastest way to spot a slow month or an unusually strong one — useful before you dive into a specific report.
- Counters update every page load, not in real-time — refresh if a teammate just finalized an invoice and you want it reflected.
- The chart’s last data point is the current month, which is partial. Comparing partial-month numbers to full-month last-year totals can be misleading toward end-of-month.