Your dashboard
The dashboard is the first screen you see after signing in. It shows a snapshot of activity across the firm for a date range you choose, broken into sections you can switch between.
What the dashboard shows
If your administrator has given you dashboard access, you see tabs at the top that load one section at a time. The sections available to you depend on your permissions.
- Sales summarises enquiries and orders.
- Customers shows customer activity.
- Inventory covers product stock.
- HR shows attendance figures.
- Expenses totals what has been spent and reimbursed.
- Storage covers warehouse occupancy.
If you do not have dashboard access, the app shows a quiet greeting with your first name instead of widgets. You can still use any module from the sidebar.
The header
The header above the section tabs has three areas:
- The firm name and logo on the left, with the subtitle Dashboard overview.
- Two date pickers in the centre: From and To. These set the period the figures cover.
- Your name and avatar on the right, with the greeting welcome back. Clicking the avatar area opens Settings.
The current period is also printed at the bottom of the page in dd MMM yyyy format alongside the active section name.
Change the date range
- Open the From picker and choose a start date.
- Open the To picker and choose an end date.
- The figures refresh automatically.
If you pick a From date later than the current To, the To snaps forward to match. If you pick a To earlier than the current From, the From snaps back to match.
Switch sections
Click any tab at the top of the dashboard to switch to that section. Each section is loaded the first time you open it, so the first switch may take a moment; later switches are instant.
If a section shows nothing at all, either there is no activity in the chosen date range, or you have not been given permission to see that data.
Common questions
Why does the dashboard show "Nothing to show on your dashboard yet"?
Your account does not have permission to view any of the dashboard sections. Ask your administrator to grant dashboard access.
Can I export the figures?
The dashboard is designed to be read on screen. To pull detailed records, open the matching module — for example, Sales for enquiries or Inventory for stock movements — and use the search and filter controls there.