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.

Locating this section in app: Dashboard

Dashboard page features

Use date range and filters to create a view to suit.

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.

๐Ÿ—’๏ธ Note: you need to apply a From and To date if searching a date range.


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 add a new card.

๐Ÿ“ฝ๏ธ Video clips: editing your Dashboard.

Edit Dashboard

Edit Dashboard to resize and rearrange cards.

  • Create high level insights by dragging the bottom right corner of a card towards the top left corner

  • Select Card to move it to the required location

  • Duplicate cards to display high level insights and detailed cards

๐Ÿ—’๏ธ Note: Save Dashboard when editting completed.

Duplicate cards

Select kebab/other option menu > Duplicate to create the same card, resize to create high level insights or detailed cards.

Delete cards

Select kebab/other option menu > Delete to remove card from view.

Export to Excel and/or CSV format

Select kebab/other option menu > Export to Excel Format or Export to CSV Format to download specific data.

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