Dashboard
Included in every planThe numbers you check first thing, arranged the way you think about your business.
The dashboard is where a working day starts. Rather than one fixed report, it is a set of views onto the parts of the business you care about — sales, purchases, expenses, stock movement, tasks — with a headline figure you choose to feature. Everything on it is live: it is reading the same records your team is creating, not a report someone assembled last night.
- Feature the single metric that matters most to you right now
- Drill from any figure into the transactions behind it
- Separate views for sales, purchases, expenses, stock, and tasks
In this module
- Metrics
- Live figures across sales, stock, cash, and orders.
- Shortcuts
- Quick routes to the screens you use every day.
- Overview
- The at-a-glance summary of how the business is doing.
Guides that use this
- Close the month and know your numbersCheck that the books reflect reality, then read what they are telling you.
- Set up shortcuts for your daily workflowMake your home screen show what you actually act on, not a generic summary.
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