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Dashboard

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

Updated this week

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 buttons

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


Cards

Customisable widgets that can be added to the Dashboard. Categorise into:

  • Business Management

  • Work Management

  • Personal


Add Card

  • From Dashboard select 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.


Edit Card

Edit Dashboard to resize and rearrange Cards.

  • Resizing Card: Drag the bottom right corner of a Card towards the top left corner to minimise the Card.

  • Rearrange Card: Select a Card and drag it to the required location.

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


Delete Card


Duplicate Card

  • Select the kebab/other option menu on a Card.

  • Select 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.

  • Select Export to Excel Format or Export to CSV Format to download data.

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