Understand the dashboard

What does it show?

The dashboard is organised into panels, each answering one question:

• Pending transactions and low stock alerts: what needs action now.
• Sales against purchase performance: is the business buying more than it sells.
• Business financial metrics: payables, receivables and average spend.
• Top performing products: what is moving, on both the sales and purchase sides.
• Payment method distribution: how customers and suppliers are paying.

Most panels carry daily, weekly, monthly and yearly filters, so you can read the same figure over a shift or over a year.

It is a decision screen, not a data entry screen

Nothing is created or edited on the dashboard. When a panel shows something you do not like, the next step is to open the module that owns it:

• A stock problem goes to Inventory.
• An unpaid or unapproved invoice goes to Sales.
• A bill or supplier issue goes to Purchase.
• A cash or balance question goes to Finance.

Most panels link to the record behind the figure, so you can open it directly.

Why might a figure look wrong?

Dashboard panels are built from submitted records. Two things explain most surprises.

First, drafts do not count. A sales invoice or purchase bill left in draft has no financial effect, so it will not appear in receivables, payables or cash. If a day’s takings look low, check for drafts in the relevant listing.

Second, the fiscal year selector applies. The dashboard reads the accounting period shown in the top navigation bar. If you are reading last year’s workspace, the figures are last year’s.

How to use it day to day

Open the first two panels every morning and clear them. Approve what is waiting, and raise purchase orders for what is running out. Read the performance and financial panels once a week, not every hour. Over a short time with only a few transactions, the figures change a lot and tell you very little.