Overview

Your dashboard is the first screen you see after login. It surfaces today's sales, alerts you to anything urgent (overdue invoices, low stock, expiring trial), and gives you one-click access to the most-used modules.

Step-by-Step Guide

Top KPI Strip

Today's sales, this-month sales vs. last month, outstanding invoices, low-stock product count.

Quick Actions

Big buttons for New Sale, New Invoice, Add Product, Record Payment. These are the most-clicked daily flows.

Recent Activity

A timeline of the latest 10 events — sales completed, invoices sent, payments received, stock movements.

Alerts Panel

Anything that needs attention: overdue invoices, products below reorder level, trial about to expire, subscription failed payment.

Customize Widgets

Click Customize top-right to hide widgets you don't need or rearrange order. Per-user, so each team member can have their own layout.

Tips & Best Practices

Tip: Keep the dashboard as your home tab — most everything you need daily is one click away.

Tip: On mobile, the dashboard collapses to a vertical card stack so all KPIs stay visible without scrolling.

Quick Start Guide Creating Your Account Company Setup

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Dashboard Overview