Dashboard

Insights into historical sales performance, and forecast work based on your orders

Updated over a week ago

Dashboard overview

Create a customisable view of what's important to you.

Locating this section in app: Dashboard

πŸ—’οΈ Note: each logged-in user has their own independent Dashboard to edit


Dashboard page features

Create Orders

Create Sales and Purchase Orders directly from the Dashboard.

Select either Create sales order or Create purchase order > enter a customer's/supplier's name > select Create order.


Filters

Use date range and filters to create a view.


Time period

Select from the dropdown:

  • Last 30 days (the default setting)

  • Month to date

  • Quarter to date

  • Year to date

  • All time


Order Date

Display information by Order Date (the date an Order was created).

πŸ—’οΈ Note: you need to apply a From and To date if searching a date range.


Statuses

Select Status/es:

  • Include draft

  • Include archived

  • Include delivered

  • Include picked up


Add Card

Browse by category or scroll to view cards to add to your Dashboard.

Select Add to Dashboard to select and add a new card to your Dashboard.

πŸ“½οΈ Video clips: editing your Dashboard.


Edit Dashboard

Edit Dashboard to resize and rearrange cards.

  • Create high level insights by resizing a card. Drag the bottom right corner of a card towards the top left corner to minimise the card

  • Select a card and drag it to the required location

πŸ—’οΈ Note: Save Dashboard when editting is completed.


Delete cards

Select the kebab/other option menu on a Card > Delete to remove a card from view.


Duplicate cards

Select the kebab/other option menu on a Card > Duplicate to recreate the same card, then resize to create high level insights or detailed cards, and move to desired location.


Export to Excel and/or CSV format

Select the kebab/other option menu on a Card > Export to Excel Format or Export to CSV Format to download data.

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