Dashboard

The dashboard is the screen Kuver Books opens after you log in, and the screen you return to from the top of the left sidebar. It summarises what is happening across inventory, sales, purchase and finance so you do not have to open each module to find out.

You read figures on the dashboard. You do not create or edit anything here. Each panel either tells you the current position or points at a record that needs attention, and most panels link through to the module where the work is done. If the low stock panel shows an item running out, you go to Purchase and raise a purchase order. If the pending panel shows an invoice waiting, you open it from Sales and approve it.

Panels are grouped by the question they answer. Pending transactions and low stock alerts answer “what needs action today”. Sales against purchase answers “is the business buying more than it sells”. Payables, receivables and average spend answer “where is the cash”. Top products and payment method distribution answer “what is moving and how customers are paying”. Most panels carry daily, weekly, monthly and yearly filters so you can read the same number over a short or long window.

Start your day with the first two panels and check the rest weekly. Dashboard figures come from posted (submitted and approved) records. Anything in draft does not appear until it is submitted and approved.

Sections in this chapter:

• Understand the dashboard
• Pending transactions and low stock alerts
• Compare sales against purchases
• Financial metrics, top products and payment mix