Dashboard
The Dashboard is your daily starting point. See what's happening in your business at a glance and take action without navigating away.
Screen layout
| Section | Purpose |
|---|---|
| Metrics cards | Today's sales, orders, revenue, and key KPIs |
| Quick actions | One-click access to Create Sale, Schedule, Journal, Messages |
| Activity feed | Recent orders, messages, and system events |
| Charts | Visual trends for sales, revenue, and inventory |
Key metrics displayed
Color coding
- Green = positive trend or target met
- Red = needs attention
- Gray = neutral or no change
- Today's Sales — Total revenue for the current day
- Orders — Number of orders created today
- Pending Services — Scheduled jobs awaiting completion
- Low Stock Alerts — Products needing replenishment
Quick actions
| Action | What it does | Shortcut |
|---|---|---|
| Create Sale | Opens Sales → New | Ctrl/Cmd + N |
| Schedule Service | Opens Schedule page | Ctrl/Cmd + S |
| Daily Journal | Opens journal entry form | Ctrl/Cmd + J |
| Messages | Opens Communications Hub | Ctrl/Cmd + M |
How to use
- Morning check — Review overnight orders, low stock alerts, and pending services.
- During the day — Use quick actions to create sales or check messages.
- End of day — Log notes in Daily Journal and review the day's metrics.
Customization
- Dashboard widgets update automatically based on your business activity
- Multi-location businesses can filter by location using the dropdown
Troubleshooting
| Issue | Solution |
|---|---|
| Metrics show zero | Complete onboarding and create your first order |
| Charts not loading | Check internet connection; refresh the page |
| Wrong location data | Select correct location from the filter dropdown |
What's next
- Complete setup in Step 1-2-3
- Create your first sale: Sales → New
- Record daily activity: Daily Journal