The dashboard is not a report. It is the shop's front page: what is happening today, what is waiting, and what needs a decision before you get busy. Most of it is information; a few cards are tasks.
- 1
Start with the register card
If your shop handles cash, this is the first thing you touch. A closed session shows Open register. It also warns you if yesterday's register was left open — deal with that before selling anything, because today's cash otherwise lands in yesterday's session.
- 2
Read today against yesterday
The sales figures come with a comparison to yesterday. The comparison is the useful part: a number on its own tells you nothing about whether it is a good day.
- 3
Look for what is waiting on somebody
The cards that represent work — repairs waiting, tickets aging, low stock, leads that need attention — are the ones to act on. Everything else on the dashboard is context.
- 4
Use it as a jumping-off point
Cards link into the screen behind them. Reading a low-stock figure and then hunting for Inventory in the menu is doing it the long way.
- 5
Know what it is not
The dashboard is today-shaped. For anything that involves a period — margins, taxes, profit and loss, staff performance — go to Reports. The dashboard is deliberately not the place to make a monthly decision.
- 6
Take the tour of it
There is a guided walkthrough of this screen specifically. It is worth the three minutes, because the dashboard is the screen you will look at more than any other.
Proffs tips
- What each person sees depends on their role. A cashier's dashboard is not the owner's, and that is deliberate — if somebody says a card is missing, check their permissions before assuming a bug.
- If a dashboard figure disagrees with a report, trust the report. The report is period-bounded and explicit; the dashboard is a summary.
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