Steps
- This page is where a business login lands. From anywhere, click Dashboard at the top of the side menu.
- The top strip has Today's Sales, Month Sales, Month Purchase, Month Expenses, Net Position, Receivables, Payables and Collection. Clicking a tile opens its report.
- Performance Analytics holds the 12-Month Business Trend, the Weekly Sales Pulse and This Month Breakdown.
- Operations Overview holds Sales & Orders, Purchases & Payables, the Aging Analysis of unpaid bills and the Month P&L Snapshot.
- Deep Insights adds Payment Methods, Overdue Customers, Overdue Suppliers, Top Categories and Open Orders (Action Required).
- Click Refresh for fresh numbers. The owner can click Edit Dashboard, drag sections or remove a widget, then Save Layout.
Good to know
Sales here include GST. Profit & Loss under Accounts is without GST, so the two figures will not match.
Net Position is this month's sales minus purchases minus expenses. It is a cash-flow view, not your profit — read Month P&L Snapshot or Profit & Loss for that.
Staff see only the sections their role allows, and a tile they may not open does not link anywhere.
Words used
| Word | Meaning |
|---|---|
| Today's Sales | Total of confirmed bills dated today, with the number of bills under it. |
| Month Sales | Confirmed bills dated this month, with last month's figure under it. |
| Month Purchase | Approved purchase invoices dated this month, with last month's figure under it. |
| Month Expenses | Approved expense bills dated this month. |
| Net Position | Sales minus purchases minus expenses, this month. |
| Receivables | Everything still unpaid on your bills; the line under it counts how many are overdue or open. |
| Payables | Everything still unpaid on your approved purchase invoices. |
| Collection | Money received from customers today. |
| 12-Month Business Trend | Sales, purchases and expenses month by month for the last 12 months. |
| Aging Analysis | How many unpaid bills are overdue, due soon, or still open. |
| Month P&L Snapshot | This month's revenue against COGS and expenses, with margin % and Collection Rate. |
| Payment Dues & Alerts | Unpaid bills that carry a due date: overdue, due soon or on credit. |
An opening balance you entered while adding a buyer is a carry-forward due, not a sale, so it counts in Receivables but never in Today's Sales or Month Sales.
Next in this sectionFind a report in the Report Centre