KPI Dashboard

Overview

A customizable dashboard of the metrics that matter to your business — today's sales, gross margin, top products, cash position, AR aging. Refreshes live.

Step-by-Step Guide

1

Open KPI Dashboard

Reports → KPI Dashboard.

2

Pick Widgets

Library includes 25+ widgets: Sales Today, Sales vs Last Week, GMV by Channel, AR Aging, Top 10 Products, Low Stock Count, Active Subscriptions, etc.

3

Drag to Arrange

Drag any widget to reposition. Resize from the corner handle. Layout saves per user.

4

Set Refresh Interval

Live (15s) for a wall-mounted screen; Manual for casual use. Live mode uses websockets so it doesn't hammer the DB.

5

Multiple Dashboards

Create a separate dashboard per role: "Owner Daily", "Floor Manager", "Accountant Month-End".

Tips & Best Practices

Tip: For wall-mount displays, set Live refresh + dark mode + hide non-essential widgets — your team sees the score in real time.