Dashboard
The dashboard is a feature that provides an overview of your business's sales, revenue, spending, sales trend, spending trend, latest invoices status, calendar events and tasks. You can also filter the data by a specific date range to see business's performance during that period.
Revenue: This section shows the total amount of revenue earned from sales during the selected date range.
Sales: This section shows the total number of sales and sales value during the selected date range.
Spending: This section shows the spending transactions made during the selected date range.
Sales Trend: This section shows the trend of sales over time during the selected date range, displaying the number and value of sales transactions in each day, week, month, or year.
Spending Trend: This section shows the trend of spending over time during the selected date range, displaying the number and value of spending transactions in each day, week, month, or year.
Latest Invoices: This section displays the status of the latest invoices sent or received during the selected date range, showing the invoice number, date, amount, due date, and status of each invoice. The status can be “Paid,” “Unpaid,” “Overdue,” or “Refunded.”
Calendar Events: This section shows the scheduled or completed events and tasks during the selected date range, displaying the name, date, time, and the status of each event and task. The status can be “Pending,” “In Progress,” or “Completed”.
Tasks: This section shows the tasks during the selected date range, displaying the name, date, time, and the status of each task. The status can be “Pending”, “In Progress” or “Completed”.
You can view additional details of each chart or table by hovering over or clicking on it.
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