---
title: Your dashboard
order: 3
updated: 2026-07-12
---

# Your dashboard

The dashboard is the first screen you see after signing in. It is 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, split into **tabs** you switch between: *Sales*, *Customers*, *Product*, *Inventory & Supply Chain*, *Procurement*, *Expenses*, and *HR*.

Every tab is one cohesive page — the old lightweight "overview" and the old deep "report" are folded together, so you cannot tell them apart. Each tab loads its own data in a single request the first time you open it for the current date range.

## Open the dashboard

*Dashboard* is the top item in the left sidebar; it opens by default when you sign in. If *Dashboard* is missing from your sidebar, or you land on a plain greeting instead of tabs, you have not been granted dashboard access — see [Tabs and permissions](#tabs-and-permissions) below.

## The header

The strip across the top of the dashboard has three areas:

- **Left — firm identity.** Your firm's logo (or its initials, or a building icon if neither is set) and name, with the subtitle *Dashboard overview*.
- **Centre — the date range.** Two date pickers, *From* and *To*. These set the period every figure on the page covers. See [The date range](#the-date-range).
- **Right — you.** Your avatar (or your initials) and the greeting *{your first name}, welcome back* above your username. Clicking anywhere in this block opens *Settings*.

## The date range

Every KPI, chart, and table on the dashboard is scoped to the *From*–*To* window in the header. Dates are inclusive: *From* starts at `00:00:00.000` of that day and *To* ends at `23:59:59.999` of that day.

### What range it opens on

The dashboard opens on your saved **Default Date Range** preference. The five presets are *Current Month*, *Past 30 Days*, *This Year*, *This Financial Year*, and *Last 365 Days*. If you have never set one, the dashboard falls back to *This Financial Year* (the Indian financial year runs 1 April → 31 March). You set this preset under *Settings → Personalisation → Dashboard* — see [Personalisation](/docs/settings/personalisation). The preset is only applied the *next* time you open the dashboard; changing it does not disturb a window you are currently looking at.

### Change the range

1. Open the *From* picker and choose a start date.
2. Open the *To* picker and choose an end date.
3. The active tab refreshes automatically.

Guard rails keep the window valid:

- If you pick a *From* date later than the current *To*, the *To* snaps forward to that same day.
- If you pick a *To* date earlier than the current *From*, the *From* snaps back to that same day.

Changing the range refetches the tab you are on. Other tabs refetch their data the next time you open them. The server rejects a window wider than about `3 years` (and any window where *start* is after *end*), so extremely wide scans cannot be forced through.

## Tabs and permissions

The tab strip shows only the tabs you are allowed to see. Each tab is gated by its own permission (granted under *Settings → Users & Permissions* — see [Users and permissions](/docs/settings/users-and-permissions)). All of them additionally require the *Open Dashboard* permission first.

| Tab | Permission that unlocks it |
|---|---|
| *Sales* | *Sales Report (detailed)* |
| *Customers* | *Customer Report (detailed)* |
| *Product* | *Product Report (detailed)* |
| *Inventory & Supply Chain* | *Supply Chain Report (detailed)* |
| *Procurement* | *Procurement Report (detailed)* |
| *Expenses* | any one of *View All Expenses*, *Approve Expense*, or *View All Ledgers* |
| *HR* | *HR Report (detailed)* |

These gates are not just cosmetic. The tab is hidden in the strip if you lack the permission, and the server **re-checks the same permission** on every data request — a hand-crafted request for a tab you cannot see is refused with a `403 Forbidden`. Removing a tab from the UI never removes the protection behind it.

### If you have no dashboard access

If your account lacks *Open Dashboard* entirely, the dashboard shows a calm full-screen greeting — a large `HELLO` above your first name — and fetches nothing. You can still open any module you *do* have access to from the sidebar.

### If you have access but no tabs

If you hold *Open Dashboard* but none of the individual tab permissions, you see the message `Nothing to show on your dashboard yet. Ask your admin to grant dashboard access.` Ask your administrator to grant the specific report permissions you need.

## How to read a tab

Every tab is built from the same handful of pieces, so learning them once covers all seven.

### KPI tiles

The row of cards at the top of each tab. Each tile has a label, a big value, an icon, and — on most tiles — a small **info button** (the `i`). Hover or tap the `i` for a one-line explanation of exactly how that figure is calculated. Some tiles also carry a coloured **delta pill** comparing the current period against the previous one of the same length (green = up, red = down; `new` when there was nothing to compare against). A few tiles are clickable and jump to the matching module.

Money is shown compactly: `₹1.23 K`, `₹1.23 L` (lakh), `₹1.23 Cr` (crore). Precise rupee amounts, where they matter, appear in the tile's info tooltip. Counts use Indian digit grouping (`1,23,456`).

### Tables

Detail lists use the app's shared table inside a titled card. The card header shows a row count and, on some tables, a *View all* link that opens the full module. Most rows are clickable — clicking navigates to the underlying record (an enquiry, order, customer, approval queue, and so on). A few tables add a **right-click context menu** for extra row actions. See [Tables, search, and modals](/docs/getting-started/tables-and-actions) for how the shared table behaves.

### Charts

Bar, line, and donut charts summarise trends and mixes. Hover a segment or bar for its exact value. Charts are read-only — use the tables and KPI tiles for drill-down.

### Quick-nav chips

Some tabs (*Sales*, *Expenses*) start with a row of pill buttons that jump straight to a filtered module view — for example *Awaiting PO* on *Sales* opens the enquiry list already filtered to submitted enquiries.

### Print / export PDF

Most tabs have an export button in the top-right of their toolbar. It generates a PDF of that tab for the current date range and downloads it. The button label varies by tab (*Print report*, *Print product report*, *Print scorecard*, and so on). Notes:

- The *Customers* tab only offers *Print report* once you have drilled into a specific customer; the firm-wide leaderboard view has none.
- The *Expenses* tab has **no** PDF export.
- A failed export never breaks the page — the button simply re-enables and an inline error is shown.

### Freshness and refresh (Sales only)

When the *Sales* tab is showing one of the five preset windows, its figures may come from a firm-wide cached snapshot (refreshed periodically). A small *Updated … ago* label with a refresh button then sits in the toolbar; press it to force a recompute. Custom (hand-picked) windows are always computed live and show no freshness label.

## Sales tab

The firm's sales analytics: enquiries, quotations, orders, revenue, the conversion funnel, cycle-time, status/outcome breakdowns, and recent activity. For the full methodology behind the visuals, see the [Sales report](/docs/reports/sales-report).

At the top is a row of quick-nav chips — *All enquiries*, *Pending*, *Awaiting PO*, *Sales Orders*, *Regret*, *Lost* — each opening the [enquiry list](/docs/enquiry-bank/enquiry-bank-list) filtered to that state, plus *Sales Orders* opening [Orders](/docs/enquiry-bank/orders).

### Sales KPIs

- *Enquiries* — enquiries created in the period. Clickable → enquiry list.
- *Quotes sent* — every quotation send counts; one enquiry can be re-quoted many times.
- *POs received* — purchase orders whose PO date falls in the window.
- *Revenue realised* — approved deliveries × line price, net of returns, in the window.
- *SO value* — total value of sales orders whose PO date falls in the range.
- *Delivered value* — value of approved delivery receipts in the range (returns subtracted).
- *Pending value* — outstanding stock value not yet delivered against orders booked in this range.
- *Conversion %* — POs received ÷ enquiries created, this period (delta shown in percentage points).
- *Avg ticket* — total PO value ÷ PO count.
- *Avg cycle (enq → PO)* — average days from enquiry creation to PO receipt across won deals.
- *Coverage ratio* — submitted-pipeline ₹ ÷ prior-period closed PO ₹; above `1×` means healthy pipeline depth.

### Sales visuals and tables

Below the KPIs sit the shared report visuals (conversion funnel, activity pulse, status flow, cycle-time, mode/revision/discount splits, outcome donuts, and the awaiting-PO / stale / top-won / top-lost tables), then a *Recent activity* block with two tables: *Latest PO arrived* and *Recent enquiries*. Rows open the enquiry or, for orders, the [order detail](/docs/enquiry-bank/orders). Use *Print report* (top-right) for the PDF.

## Customers tab

Two views off a single selector. For deeper background see [Customers](/docs/records/customers).

### Firm-wide view (default)

With no customer chosen you get firm-wide customer analytics:

- KPIs: *Total customers* (every customer record, regardless of activity) and *New in period* (customers added within the range).
- Three leaderboards: *Most enquiries* (top 10 by enquiry count), *Most orders by value* (top 10 by PO value), and *Recently added* (latest 10). **Every row is clickable and drills into that customer's report.**

### Per-customer drill-down

Search and pick a customer (or click a leaderboard row). The tab switches to that customer's deep report: a header chip strip (GST number, city/state, last order / last enquiry recency), then KPIs — *Enquiries*, *POs received*, *Revenue realised*, *Conversion %*, *Avg ticket*, *Avg cycle*, *Party expense paid*, and *Party expense % of revenue* — followed by the shared visual core, queried-vs-sold breakdowns by product head and code, top product codes (sold and queried), a contact-person leaderboard, and commission (party-expense) analytics.

An optional **contact-person filter** narrows everything to one contact at that customer; clear it with the *Clear* affordance, or use *All customers* to return to the leaderboard. *Print report* opens a modal that lets you choose how detailed the generated PDF should be before downloading.

## Product tab

What you sell, query, dispatch, and buy — firm-wide or narrowed by product. See the [Product report](/docs/reports/product-report) for methodology. Two selectors in the toolbar drive three scopes:

- **Firm-wide** (no filter) — top codes and heads (ordered vs queried), a monthly trend, and a procurement block.
- **Head view** — pick a *Product head* to see the codes within it, value/quantity mix donuts, a code breakdown with estimated profit, top customers, geography, trend, and procurement.
- **Code view** — additionally pick a *Product code* to see price statistics (lowest / average / highest / latest unit price), top customers, geography, trend, and rate history.

Changing the head clears any code filter. Core KPIs include *Ordered value*, *Ordered qty*, *Dispatched qty*, *Queried value*, *Win rate*, *Avg sell price*, *Est. profit*, and either *Distinct codes* (firm-wide) or *Margin* (scoped). Profit is an **estimate**: ordered ex-tax revenue − quantity × average purchase rate. Use *Print product report* for the PDF.

## Inventory & Supply Chain tab

Stock value and movement, FIFO profit/loss, dead stock, capital tied up, and the pipelines and approval queues. See the [Supply Chain report](/docs/reports/supply-chain). An optional *Filter by product head* narrows the whole tab to one head.

### Inventory KPIs

*Stock value (ex-tax)* and *(incl tax)*, *Arrived qty*, *Dispatched qty*, *Est. profit* (ordered ex-tax revenue − FIFO cost of goods), *Margin*, *Pending arrival ₹*, *Pending dispatch ₹*, *Suppliers*, and *Products in loss*. A header chip flags how many dead-stock products exist.

### Two things that look alike but differ

The tab deliberately keeps these in separate, labelled blocks:

- **Value pipeline** — the *rupees in flight*: goods ordered but not yet received (*Pending arrival pipeline*) or ordered by customers but not yet dispatched (*Pending dispatch pipeline*), each with age in days.
- **Awaiting approval** — *vouchers a manager must approve*. Rows in *Awaiting approval — arrivals* open the stock-arrival approvals page; rows in *Awaiting approval — deliveries* open the delivery approvals page. See [Add a stock arrival](/docs/inventory/add-stock-arrival) and [Delivery receipt](/docs/enquiry-bank/delivery-receipt).

Other blocks: *Profit & loss* (highest-profit and loss-making products by FIFO), *Stock movement & capital* (slowest/dead stock, fastest movers, capital tied up), and *Low-stock alerts* (codes below threshold, opening the stock module). Use *Print report* for the PDF.

## Procurement tab

A firm-wide vendor leaderboard, and a per-vendor scorecard. See the [Vendor scorecard](/docs/reports/vendor-scorecard) and [Procurement overview](/docs/procurement/overview).

### Leaderboard (default)

Firm KPIs — *Graded vendors*, *Avg grade* (0–100), *Avg response rate*, *Avg on-time* — a grade-distribution donut (`A`–`D`), and a *Vendor leaderboard* of the top 20 vendors by overall grade with price / delivery / responsiveness / reorder pillar scores, win %, quotes, and POs. **Click a vendor row to drill into their scorecard.**

### Single-vendor scorecard

Pick (or click) a supplier to see a grade header, order/delivery value tiles (*Ordered (period)*, *Delivered (all-time)*, *Pending delivery* — each showing ex-tax large with incl-tax beneath, and *POs (period)*), raw metrics (*Response rate*, *On-time*, *Win rate*, *Quotes*), a *Recent competitive quotes* table (your response time and rate vs the best bid), a *Recent deliveries* table (lead time vs the item's historical norm vs the promised lead), and a reorder trend chart. *All vendors* returns to the leaderboard. Use *Print scorecard* for the PDF. Delivery times are scored against each item's own history, so inherently slow items are not penalised.

## Expenses tab

An overview-only domain — there is no deep report and **no PDF export**. A single request loads it. Quick-nav chips jump to *Voucher approvals*, *All vouchers*, *Travel*, and *Ledger*. See [Log an expense](/docs/human-resources/log-expense).

KPIs (each appears only if you hold the sub-permission that produces it): *Total spend (FY)* (approved vouchers this financial year, with the voucher count as a delta), *Pending approvals ₹* (value awaiting approval), *Outstanding advances* (issued but not yet settled, with an open count), and *Vouchers pending* (count in the approval queue). Below is a *Pending vouchers* table; rows open the approvals page, and **right-clicking a row** gives extra voucher actions.

## HR tab

Staff productivity and attendance. See the [Staff report](/docs/reports/staff-report) and [Attendance](/docs/human-resources/attendance).

### Leaderboard (default)

Firm KPIs — *Scored staff*, *Avg index* (0–100), *Avg quick-fix* (share of enquiries re-edited within minutes of first save — a typo-churn signal), and *Avg attendance* — a productivity-band donut (*Excellent* / *Good* / *Fair* / *Needs attention*), and a top-50 *Staff leaderboard* with index, band, quality, quote timeliness, enquiries, deliveries, quotes, and attendance %. **Click an employee to drill in.**

### Per-employee scorecard

A band header with a *Team* back button, then productivity pillars (*Quality*, *Delivery speed*, *Quote speed*), raw metrics (*Avg edit churn*, *Quick-fix rate*, *Senior-fix rate*, *Avg delivery lag*, *Avg quote turnaround*, expenses and outstanding advances), attendance tiles (*Attendance %*, *Present*, *Absent*, *On leave*), and recent enquiries / deliveries / quotes tables. The recent-deliveries table's rows offer an *Open sales order* right-click action. Use *Print report* for the PDF. The productivity index is a soft signal — read it alongside the raw numbers, not on its own; attendance and throughput are shown for context and are not graded.

## Common questions

### Why does the dashboard show "Nothing to show on your dashboard yet"?

You hold *Open Dashboard* but none of the individual tab permissions. Ask your administrator to grant the specific report permissions you need under *Settings → Users & Permissions* — see [Users and permissions](/docs/settings/users-and-permissions).

### Why do I just see a big "HELLO" and my name?

Your account does not have the *Open Dashboard* permission at all, so the dashboard shows a greeting instead of widgets. You can still use any module you have access to from the sidebar. Ask your administrator to grant *Open Dashboard*.

### Where did the Reports page go?

Reports are no longer a separate sidebar item. Each report now lives inside its matching dashboard tab, merged with the overview. If you used to open *Reports → Sales*, open the *Sales* tab instead.

### Some tabs are missing — why?

Each tab has its own permission (see [the table above](#tabs-and-permissions)). A missing tab means you have not been granted that report's permission. Because the server re-checks the permission on every request, this is a genuine access boundary, not just a hidden button.

### How do I change the period every figure covers?

Use the *From* and *To* date pickers in the header. The tab you are on refreshes immediately; the rest refresh when you next open them. To change the range the dashboard *opens* on, set your *Default Date Range* under [Personalisation](/docs/settings/personalisation).

### Can I export the figures?

Most tabs have a PDF export button in the top-right (labelled *Print report*, *Print scorecard*, and so on). The *Customers* tab only offers it after you drill into a customer, and the *Expenses* tab has none. To pull raw records instead of a summary, open the matching module (for example [Orders](/docs/enquiry-bank/orders) or [In stock](/docs/inventory/in-stock)) and use its search and filters.

### My numbers look stale on the Sales tab.

For preset date ranges, the *Sales* tab may show a cached firm-wide snapshot with an *Updated … ago* label. Press the refresh button beside it to recompute. Custom windows are always live.

### Why is a KPI tile or table missing on a tab?

Several tiles and tables only appear when you hold the specific sub-permission that produces their data (this is most visible on the *Expenses* and *Inventory* tabs). If a whole tab is empty, there was simply no activity in the chosen date range.