Understand the Admin dashboard

Open Dashboard from the sidebar to see the business overview available to your account. Use it to spot work that needs attention and decide which page to open next.

Review the dashboard

1. Check the selected branch before reading the figures.
2. Review the overview cards at the top of the dashboard.
3. Read each card’s period and supporting text. A figure for today and a figure for this month cover different periods.
4. Follow an available card link, Details, or report link when you need to investigate the underlying activity.

The dashboard can show sales, collections, customer dues, stock, purchasing, repairs and targets. Cards depend on the features and permissions available to your account, so you should not expect every card in an example image to appear.

Read sales and collections separately

Sales today relates to billed sales. Collected today relates to posted payments dated today. These figures answer different questions: payment received today can relate to an earlier sale, while a sale made today may still be unpaid.

Customer dues shows outstanding invoice balances within the applicable scope. Read the overdue detail as well as the total. Where Easy Pay is shown separately, its instalment information has its own card.

Before comparing figures: Use the same branch and period, and check whether you are looking at sales, payments or outstanding balances.

Look for work needing attention

If shown, Needs attention highlights work waiting for action. Other useful sections can include:

• Stock health for stock availability, including running-low and out-of-stock figures.
• Stock on order for supplier requests that are to send, on the way or overdue.
• Repairs for open jobs, jobs past due and devices ready to collect.
• Bundle targets for applicable sales targets and progress.

Use the available links to open the relevant page before taking action. The overview alone does not replace checking an individual order, request or repair.

Understand missing cards and empty results

A missing card can reflect your permissions or the features available to your business. Stock-value information is restricted and may be absent even when other stock information is visible.

An empty list can also be normal: for example, Top products can have no sales to show for the current month. Check the branch and period before treating an empty list as an error.

If a figure needs investigation, note the card name, period and selected branch when asking your administrator for help. Avoid comparing it with a colleague’s dashboard until both of you have checked the same context.