Dashboard overview

Overview

The dashboard home summarises your business: a KPI strip, order-status trackers, recent orders and comments, smart alerts and analytics.

Purpose

Read the dashboard at a glance and jump to what needs attention.

Step-by-step guide

1. Use the Today / 30 days / All time filter above the KPI cards to change the period.
2. Read the KPI strip: revenue, orders, customers, inventory value, receivables and net profit.
3. Check the All / My order-status panels to see where orders are.
4. Scan the Smart Alert Center for anything that needs action.

Common mistakes

• Reading Inventory value or Receivables as period figures, they are current balances and do not change with the date filter.
• Ignoring the alert centre, which surfaces low stock and overdue items.

Best practices

• Start each day on Today, then switch to 30 days for trends.
• Click any KPI or status row to drill into the underlying list.

FAQ

Why is net profit different from revenue?

Net profit subtracts cost of goods and expenses for the selected period.

Why do some cards not change with the filter?

Inventory value and receivables are point-in-time balances, marked current.