2. Dashboard

The Dashboard is the Home screen: the first thing you see when you enter. It gathers the shop's key numbers, an income chart, recent activity and the day's cash close. It is your daily summary of how the business is doing.

Permissions: the indicator cards, the chart and the notices are meant for the Owner and Admins. A Member sees a reduced version of the dashboard, without the shop's global amounts.

2.1 Key indicators

At the top you will see a set of cards with the indicators for the selected period. Each card shows a large amount and, below it, the change versus the previous period (an arrow with the percentage up or down). If there is no previous-period data, it says there is no comparison.

The cards are:

• Sales: total billed on product sales. Clicking takes you to the Sales section.
• Repairs: total billed on repairs. Takes you to Repairs.
• Expenses: total recorded expenses. Takes you to Expenses.
• Profit on sales: what you actually earned on your product sales, not what you invoiced. Sell for 250 something you bought for 200 and the card shows 50. The margin percentage sits under the amount. Note it covers sales only, repairs are not part of this number. Explained in detail in 2.6.
• Net: the result (income minus expenses) for the period.
• Store credit: the open balance your customers owe you. Takes you to Debts.

The exact value with cents appears when you hover over the number; the card shows the rounded amount so it reads cleanly.

Net and Profit on sales are not the same thing, and it is worth being clear about since they sit near each other. Hover the ⓘ on the Net card and it explains: net is (sales + delivered repairs) minus expenses, while profit subtracts what the goods you sold cost you. Because stock purchases are also recorded as expenses, the two numbers cannot be reconciled by eye.

2.2 Date and currency filter

Above the dashboard there is a filter that sets the period you are looking at. Every indicator and the chart recalculate based on what you choose.

• Date range: pick from and to. The system uses "today" according to your organization's time zone, so the day cutoff is right for your location.
• Currency: if you work with more than one currency, you choose which one to see the totals in. Only the currencies configured in your organization appear here (Settings > Business).

Dashboard totals are expressed in a currency, so if your organization has none configured yet you will see a notice with a shortcut to set them up instead of the indicators.

2.3 Profit chart and breakdowns

Below the indicators is the profit chart, with three lines: sales, the cost of the goods sold, and profit. All three are on the same basis, so the profit line is exactly the gap between the other two.

Operating costs (rent, salaries, marketing) are deliberately not on this chart. Stock purchases are already recorded as expenses, so showing expenses and profit together would count the cost twice. You see expenses on the Expenses card and in the Expenses section.

You will also find breakdown charts that split the totals by category, to understand where your income and expenses come from.

2.4 Operational panel and recent activity

The operational panel summarizes the number of movements in the period (for example, how many sales and works), complementing the amounts with volume.

The recent-activity tables list the shop's latest movements, so at a glance you know what happened without entering each section.

2.5 Cash close for the day

The "Download cash close" button generates the day's summary as a PDF, ready to print or file. It is the quick way to close out the day.

Step by step:

1. Click "Download cash close" on the dashboard.
2. A window opens with two available reports:
   • Sales of the day: every sale recorded today, with its total.
   • Repairs delivered: every repair marked as delivered today.
3. Choose the report you want, review it in the preview and download or print it.

The day is computed with your organization's time zone, so "today" matches your shop's real workday, not the server time.

2.6 Profit on sales

The Profit card and the panel below it answer the question the Sales card leaves open: of everything that came in, how much did you keep?

The maths is simple: sale price minus buy price, with discounts already applied.

• You sell for 250 something you bought for 200: the profit is 50.
• Knock 10 off as a discount: the sale is worth 240 and the profit is 40.

Only finalized sales count. Reserved and cancelled ones are left out.

The panel also shows how much of that was trade-in, as a line under Sales. It is indented and says "already deducted" on purpose: that amount is already out of the sales total, so it must not be subtracted twice.

Every discount reduces the profit, wherever you applied it: the per-product discount, the whole-sale discount, and the trade-in credit you gave the customer for the device they handed over. That is why a sale with a large trade-in can end up at a loss, and the panel shows it exactly as it is.

What the panel shows:

• Profit for the period and how it compares with the previous one.
• Margin: what percentage of your sales you kept as profit.
• Sales and cost, with a bar showing at a glance how much of what came in had already gone on buying the stock.
• Most profitable products: ranked by profit, not by revenue. That is deliberate: your bestseller and your earner are rarely the same product, and only one of them is worth restocking.

Installment sales. When you finance a sale, the plan (count × amount) usually comes to more than the product's price. That difference is interest: money you earn, but the product did not earn it, so it appears on its own line and stays out of the product ranking. Otherwise the same phone sold in installments would look more profitable than sold in cash, and it is not.

Profit is also counted when you make the sale, not when you collect. That is correct (the device has left the shop and the debt is yours), but so you never mistake profit for cash in the till, the panel tells you how much of the period is still uncollected, with a direct link to Debts.

Profit is only as good as your buy prices. The cost is taken from the product's buy price at the moment of the sale and frozen there, so correcting a product's price today will not change the profit already reported for earlier months. But a product saved with no buy price makes its sales look like a 100% margin, which is almost never true.

That is why the panel says when it cannot be sure, instead of papering over it:

The panel tells you how many sales the figure is based on ("Based on 38 of 52 sales"), so you know what share of the business you are looking at before you trust the number.

• Sales left out: their cost is in another currency with no rate to convert it. The whole sale is excluded from the figure (counting it halfway would inflate the profit) and you are told how many there were.
• Products with no buy price recorded: they show as a 100% margin. The notice links straight to Products so you can fill them in.

2.7 The Profit page

Beyond the Home panel there is a full screen under Profit (side menu), with the same date filter (last month by default) and currency picker.

It shows everything the panel does, plus:

• Every product that sold in the period, not just the top five, ranked by profit. The rows worth acting on are often at the bottom: the ones you sold below cost.
• The detail behind each product: click any row and you get every sale of it, what it cost at the time, what it earned, and a direct link to the sale.

The buy price shown there is the one the product had on the day of the sale, not today's. That is why two sales of the same product can show different costs: it is the real history, not a snapshot of the present.

The link to the sale sits on each detail line rather than on the product row, because a row sums up every sale of that product in the period: there is no single sale to send you to.