Your dashboard
The dashboard is the first screen you see after signing in, and it is now the single place for everything analytical — the quick at-a-glance snapshot and the deep, printable reports that used to live on a separate Reports page. It shows activity across the firm for a date range you choose, organised into tabs you switch between.
What the dashboard shows
If your administrator has given you dashboard access, you see tabs at the top — one per business area. The tabs available to you depend on your permissions. Each tab is a single cohesive view: headline figure cards at the top, then charts and breakdowns, then detail tables, with a one-click PDF export where available. (The quick "snapshot" and the deep "report" that used to be separate are now one page per area — you cannot tell them apart.)
The areas are:
- Sales — enquiries, orders, revenue, conversion funnel, cycle-time, status breakdowns, and recent/latest-PO activity.
- Customers — firm-wide customer leaderboards by default; pick a customer to drill into their full report (product breakdowns, party-expense analytics, PDF).
- Product — what you sell, query, dispatch and buy per code and head, who buys it, and what it earns; filter by product head and code.
- Inventory & Supply Chain — stock value and movement (arrived vs dispatched), FIFO profit/loss, dead stock, pending pipelines, and the awaiting-approval queues.
- Procurement — a firm-wide vendor leaderboard; pick a supplier to see their scorecard (price, delivery, responsiveness, reorder strength).
- Expenses — totals of what has been spent and reimbursed, plus the pending-voucher queue.
- HR — a staff leaderboard; click a person to see their scorecard (quality, speed, discipline, attendance).
Each tab loads its data in a single request when you open it. 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 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 every figure on the page covers — both the overview and the detailed report refresh together.
- 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 tab 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 tabs
Click any tab at the top to switch areas. Each tab loads the first time you open it, so the first switch may take a moment; later switches reuse what was already loaded for the current date range.
If a tab 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.
Print a report
Tabs that include a detailed report have a Print button inside the report block. It produces a PDF of that report for the selected date range. The Customer report also lets you choose how detailed the PDF should be before generating it.
Common questions
Why does the dashboard show "Nothing to show on your dashboard yet"?
Your account does not have permission to view any tab. Ask your administrator to grant Open Dashboard and the specific overview or report permissions you need (see Settings → Users & Permissions).
Where did the Reports page go?
Reports are no longer a separate sidebar item — every report now lives under its matching dashboard tab, below the overview. If you used to open Reports → Sales, open the Sales tab on the dashboard and scroll down to the detailed report.
Can I export the figures?
Yes — use the Print button inside a detailed report for a PDF. To pull raw records instead, open the matching module (for example Sales for enquiries or Inventory for stock movements) and use the search and filter controls there.