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
- 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.
- Key counters — open invoices, AR balance, low-stock items, items on memo, etc. Click any counter to jump to the relevant list.
- Quick action bar — buttons for the most-common starting points (New Invoice, New Memo, Search Inventory).
- Recent activity — the last few invoices created, items added, etc.
The widgets shown depend on your permission group — staff with Reports access see the sales chart; without it, they get a simpler view.
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.