๐Ÿ“Š Dashboard

The Dashboard is your command centerโ€”providing a real-time overview of your storeโ€™s sales, expenses, profits, stock status, and more. Whether youโ€™re managing a single outlet or multiple, this is the first screen youโ€™ll check to stay informed and in control.


๐Ÿ“… Report Period Selector

At the top of the dashboard, you can select a reporting period:

  • Today

  • This Month

  • This Year

The entire dashboard refreshes based on the selected range, allowing you to compare current stats against the previous equivalent period.


๐Ÿ“ˆ Key Metrics Overview

Six primary KPIs (Key Performance Indicators) are shown at the top, each comparing current values to the previous period:

Metric

What It Means

๐Ÿ’ฐ Total Sales

Total gross revenue generated within the selected period.

๐Ÿงพ Total Tax

Combined tax amount collected on all sales.

๐Ÿ“‰ Expenses

All business expenses (like utilities, rent, repairs) logged in the system.

๐Ÿ“ฆ Items Sold

Number of product units sold during the reporting range.

๐Ÿ“ˆ Profit

Net profit after subtracting costs and expenses from sales.

๐Ÿงฎ Cost

Combined cost of goods sold, calculated using each productโ€™s cost price.

Each card also shows a % change compared to the previous period, giving you immediate insight into performance trends.


๐Ÿ“š Cashbook History

A 10-entry log of the most recent cashbook activities is displayed in a table format. Each row shows:

Column

Meaning

๐Ÿ”“ Opening

Starting cash amount at the beginning of the entry period

๐Ÿ’ณ Sales

Total revenue collected

๐Ÿ“ฆ Items

Number of items sold in that session

๐Ÿ’ธ Tax

Tax collected from the sales

๐ŸŽ Discount

Any discounts applied during sales

๐Ÿ’ผ Profit

Net profit from that session

๐Ÿ•’ Last Updated

The date when the cash session was last closed or edited

๐Ÿ” Cashbook sessions can be reviewed under Cash Registers, allowing better financial transparency.


โš ๏ธ Stock Alerts

This section highlights products that have hit critical low stock levels, helping you prevent stockouts. For each low-stock product, the system shows:

  • SKU (Stock Keeping Unit)

  • Product Name

  • Current Quantity (QTY)

Products with QTY: 0 appear automatically in this list, and you can click on each item to go directly to the inventory update page.

๐Ÿ“ฆ Stay ahead of demandโ€”enable email or in-app notifications for stock alerts under Settings โ†’ Inventory.


๐Ÿง  Dashboard Tips

  • ๐Ÿ”„ Data Refresh: Most dashboard data is cached for performance and refreshed in near real-time.

  • ๐Ÿง‘โ€๐Ÿคโ€๐Ÿง‘ User Role Control: Admins see everything; cashiers and warehouse staff will only see role-relevant data.

  • ๐Ÿ›  Custom Widgets (Coming Soon): Future updates will allow hiding/reordering dashboard widgets based on user preference.

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