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Feature Guide

Dashboard

Live business snapshot with due work, open orders, and core KPIs.

What it does

The dashboard is the daily starting point: total revenue, receivables, payable, gross margin, orders in progress, completed, pending payments, and overdue counts, plus due-today/due-tomorrow/upcoming order queues.

Why it matters

Owners and managers need one screen that answers "what needs attention right now" without opening five different modules first.

How to use it

  1. Open Dashboard from Overview — it's the default landing page after login.
  2. Use the KPI tiles to spot revenue, receivable, and payable trends at a glance.
  3. Click into Orders in Progress, Overdue Orders, or Pending Payments to jump straight to the filtered list.
  4. Check the Due Today / Due Tomorrow / Upcoming queues to plan the day's production and delivery work.

Main buttons and actions

  • + New Order
  • Financial Reports
  • Due Today
  • Drill into any KPI tile

Example workflow

  1. Start the day on the Dashboard to see what's due and what's overdue.
  2. Jump into Orders to handle anything time-sensitive.
  3. Check Pending Payments for anything needing follow-up.
  4. Return at day's end to confirm Completed and Orders in Progress counts moved the right direction.