Dashboard
Your business at a glance
Overview
The Dashboard is the first page you see after logging in. It gives you a real-time snapshot of your business performance, including revenue, expenses, profit, and outstanding amounts owed to you. By default it shows the current month, and you can switch the period with the quick filters at the top — Today, Yesterday, 7 Days or This Month: the Revenue, Expenses and Sales-team figures update to match the range you pick (the caption under each tile shows which period is in view). Outstanding and Owed-to-suppliers are live balances and don't change with the filter. All figures use East Africa Time.
Getting started checklist
On a new account, the Dashboard shows a short activation checklist to get you to your first sale: add your first product, add a customer, record a sale, and upload your logo. Each step links straight to the right screen and ticks off automatically as you complete it. Once everything's done — or if you dismiss it — the checklist disappears and doesn't come back.
Stat Cards
Sum of all finalized and paid invoices for the current month. This is your top-line sales figure.
Sum of all recorded expenses for the current month across all categories.
Revenue minus Cost of Goods Sold (COGS) minus Expenses. This is your bottom-line profitability for the month.
Total unpaid balances across all finalized invoices (status: finalized, partial, or overdue). This is money owed to you.
Charts
A line chart showing monthly revenue for the past 6 months. Use this to spot seasonal patterns or growth trends.
A bar chart showing your top 5 best-selling products by total revenue this month. Helps you understand which products drive your sales.
A donut chart breaking down your expenses by category (Fuel, Rent, Marketing, etc.) for the current month.
A stacked bar chart showing outstanding receivables grouped into aging buckets: Current (not yet due), 1–30 days overdue, 31–60 days, and 60+ days. Larger overdue amounts need urgent attention.
Quick Actions
The dashboard provides shortcut buttons for the most common actions:
- Quick Sale Opens the mobile-first POS terminal for fast walk-in sales
- New Invoice Opens the full invoice creation form
- Record Expense Opens the new expense form
- Receive Stock Opens the goods receipt (GRN) form