Overview
After logging in, you'll land on your Dashboard - your command center for monitoring business performance at a glance. The dashboard displays real-time metrics, sales trends, and quick insights to help you make informed decisions throughout your business day.
What You'll See:
- Key performance indicators (KPIs) showing today's and monthly performance
- Visual charts displaying sales trends and top products
- Stock alerts when items need reordering
- Quick statistics about your business operations
Key Performance Indicators (KPIs)
Row 1: Daily & Credit Metrics
Average Daily Sales (30 Days)
What it shows: Your average sales per day over the last month
Why it matters: Helps you understand typical daily revenue and spot trends
Today's Sales
What it shows: Total sales made since midnight today
Why it matters: Track your progress throughout the day in real-time
Today's Purchases
What it shows: Total value of stock purchased today
Why it matters: Monitor spending on inventory and cash flow
Outstanding Credit
What it shows: Money owed to you (positive) or money you owe (negative)
Why it matters: Manage receivables and payables effectively
Row 2: Monthly Performance
This Month's Sales
What it shows: Total revenue from 1st of month until today
Resets: Automatically on the 1st of each month
Month Profit
What it shows: Gross profit for this month (sales minus cost of goods)
Note: Doesn't include expenses like rent or salaries
Reorder Alerts
What it shows: Number of products below minimum stock level
Action: Click to view which products need restocking
Total Users
What it shows: Number of staff accounts in your system
Includes: Admins, cashiers, and all other user types
Visual Charts
Sales Trends - Last 7 Days
What it shows: Line chart of your daily sales for the past week
Why it's useful:
- Spot patterns in your sales (busy days vs slow days)
- See if sales are trending up or down
- Plan staffing for busy periods
How to Read It:
- Higher peaks - Better sales days
- Lower valleys - Slower days
- Overall slope - Your trend direction
Top 5 Best Sellers (This Month)
What it shows: Bar chart of your 5 best-selling products
Why It's Useful:
- Know what customers love
- Ensure top sellers are always in stock
- Focus marketing on winners
Tip: Keep these items prominently displayed in your shop!
Top 5 Profit Generators (This Month)
What it shows: Products that earn you the most profit
Important Distinction:
Best sellers aren't always best profit makers!
Example: You might sell 100 units of Product A at small profit, but only 20 units of Product B at huge profit - B makes you more money
Strategy: Balance stocking popular items with high-profit items
User Roles Distribution
What it shows: Pie chart of your team by role (Admins, Users, etc.)
Why it's useful: Overview of your team structure at a glance
How to Use Your Dashboard Effectively
Morning Routine (Start of Day)
- Check Yesterday's Sales - Review last 7 days chart
- Review Reorder Alerts - Note items to restock
- Set Today's Target - Based on 30-day average
- Check Outstanding Credit - Plan collection calls
During Business Hours
- Monitor Today's Sales - Track toward target
- Watch for Notifications - Respond to alerts
- Quick POS Access - Use navigation for fast sales
End of Day Routine
- Review Today's Sales - Compare to target
- Check Month Progress - Are you on track?
- Note Top Sellers - Plan tomorrow's displays
- Review Stock Alerts - Order what you need
Common Dashboard Scenarios
Scenario 1: Slow Sales Day
You see: Today's sales much lower than average
Actions to take:
- Check if it's a typically slow day of the week
- Promote special offers to attract customers
- Call regular customers
- Ensure stock is available for top sellers
Scenario 2: High Reorder Alerts
You see: Many products showing in Reorder Alerts
Actions to take:
- Check which items are critical (top sellers)
- Place orders with suppliers immediately
- May need to limit sales to preserve stock
- Consider raising minimum stock levels
Scenario 3: Profit Lower Than Expected
You see: Good sales but low profit
Actions to take:
- Review pricing strategy
- Check profit margins per product
- Reduce excessive discounts
- Audit stock for losses or theft
Scenario 4: Growing Outstanding Credit
You see: Outstanding credit number increasing
Actions to take:
- Review customer balances
- Call customers with large balances
- Consider reducing credit limits
- Implement stricter credit policy
Understanding Your Business Health
Signs of a Healthy Business
- ✅ Daily sales consistently above average
- ✅ Profit margin 20%+ on most products
- ✅ Low outstanding credit (customers pay promptly)
- ✅ Minimal reorder alerts (good stock management)
- ✅ Sales trending upward month-over-month
Warning Signs
- ⚠️ Sales declining for multiple weeks
- ⚠️ Profit shrinking despite sales
- ⚠️ Outstanding credit growing
- ⚠️ Frequent stockouts of top sellers
- ⚠️ High number of slow-moving items
Troubleshooting
Issue: Numbers Not Updating
Possible causes: Internet connection problem, browser needs refresh
Solutions:
- Check your internet connection
- Refresh the page (Press F5)
- Wait a few moments and try again
- Contact support if problem persists
Issue: Charts Not Showing
Possible causes: Not enough data yet, browser compatibility issue
Solutions:
- Ensure you have sales data for the period
- Try a different browser (Chrome recommended)
- Clear browser cache
- Contact support for assistance
Support