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Dashboard

The first page after login. It condenses your store's current status into cards — today's numbers, this month's overview, to-dos and sync status — and acts as a jumping-off point to other features. Most cards just display figures; several link straight to the relevant page.

Dashboard

Layout: realtime panel + monthly main area

The page has two zones, each holding a different kind of card:

  • Left realtime panel (top of screen on mobile): "right now" numbers like today and this week — always current, unaffected by the month selector. Use the arrow to Collapse / Expand it.
  • Right monthly main area: follows the month you pick. The Month overview header shows the year-month; use ‹ › for Previous month / Next month, or This month to jump back to the current month.

Cards in the realtime panel

  • Today's KPI: today's Revenue / Expense / Net income.
  • Sync Status: time and order count of the last delivery-platform sync; an expired login shows a red alert — click Go to open the sync page.
  • To-do list: quotations about to expire, equipment overdue for maintenance, and days not yet recorded — click any item to jump straight to that page.
  • This week: this week vs last week revenue / expense / net income (hidden by default; add it in edit mode).

Cards in the monthly main area

  • Calendar: each day's bookkeeping status for the month; unrecorded days are flagged (shows "{n} day(s) not recorded"). Click a day to jump to that day's bookkeeping.
  • Monthly summary: this month's revenue / expense / net income, the change vs last month, and top expenses.
  • Expense share of revenue: how much of every 100 in revenue each expense category eats up.
  • Top 3 material price changes: the three materials whose purchase price moved most this month; click through for material details.

Customize the layout

  1. Click Edit (top right) to enter edit mode.
  2. Drag the ⋮⋮ Drag handle on the top-left of a card to reorder; click ✕ (Hide) to remove cards you don't want.
  3. To bring a card back, pick it from Add realtime widget (sidebar) or Add monthly widget (main area).
  4. Click Done to save, or Cancel to discard.

The layout is per account: your card arrangement is stored on your own account and doesn't change what coworkers see. Realtime and monthly cards can't swap zones either.

Card figures are visible to all staff, managers and owners — the dashboard doesn't mask amounts. The Refresh button (top right) pulls the latest numbers on demand (delivery sync also runs automatically on a schedule).