Understanding Your Dashboard
Your EquiBillBook dashboard is your command center - providing an overview of your business performance, quick access to key features, and important alerts. This guide will help you navigate and understand your dashboard.
Dashboard Overview
The dashboard is the first page you see after logging into EquiBillBook. It provides:
- Key business metrics and statistics
- Quick access to commonly used features
- Recent transactions and activities
- Alerts and notifications
- Charts and visualizations of your business data
Main Dashboard Sections
1. Summary Cards/Widgets
The top of your dashboard typically displays key metrics in card format:
- Total Sales: Overview of your sales performance
- Total Purchase: Summary of purchase transactions
- Outstanding Receivables: Amount due from customers
- Outstanding Payables: Amount due to suppliers
- Stock Value: Current inventory value
- Profit/Loss: Business profitability overview
2. Sales Overview
This section shows:
- Recent sales transactions
- Sales trends (daily, weekly, monthly)
- Top-selling items
- Sales by customer
3. Purchase Overview
Information about your purchases:
- Recent purchase transactions
- Purchase trends
- Top suppliers
- Pending purchase orders
4. Inventory Status
Stock-related information:
- Low stock alerts
- Stock levels overview
- Fast-moving items
- Stock value summary
5. Recent Activities
A log of recent actions in your system:
- Recent invoices created
- Payments received/made
- Stock movements
- User activities
6. Charts and Graphs
Visual representations of your business data:
- Sales charts (line, bar, pie charts)
- Revenue trends
- Profit/Loss graphs
- Comparative analytics
Dashboard Navigation
Top Navigation Bar
The top navigation bar provides access to:
- Main Menu: Access to all modules (Sales, Purchase, Inventory, etc.)
- Search: Quick search across your data
- Notifications: Alerts and system notifications
- User Profile: Your account settings and logout option
Sidebar Menu
The sidebar (if visible) provides quick access to:
- Dashboard
- Sales module
- Purchase module
- Inventory/Items
- Accounts
- Reports
- Settings
Customizing Your Dashboard
Date Range Selection
Most dashboard widgets allow you to:
- Select date ranges (Today, This Week, This Month, Custom Range)
- Compare different time periods
- Filter data by branch/location (if multi-branch enabled)
Widget Visibility
You may be able to:
- Show/hide specific widgets
- Rearrange widget positions
- Resize widgets (if drag-and-drop is available)
Understanding Dashboard Metrics
Sales Metrics
- Total Sales: Sum of all sales invoices (may exclude cancelled/returns)
- Net Sales: Sales after discounts and returns
- Sales Count: Number of sales transactions
- Average Order Value: Total sales divided by number of orders
Financial Metrics
- Receivables: Money owed to you by customers
- Payables: Money you owe to suppliers
- Cash Balance: Available cash in bank accounts
- Profit Margin: Profit as percentage of sales
Inventory Metrics
- Stock Value: Total value of current inventory
- Low Stock Items: Items below reorder level
- Out of Stock: Items with zero inventory
Quick Actions
Your dashboard may include quick action buttons for common tasks:
- Create Invoice: Quickly create a new sales invoice
- Add Customer: Add a new customer
- Add Item: Add a new product/item
- Record Payment: Record customer/supplier payment
- View Reports: Access commonly used reports
Alerts and Notifications
The dashboard displays important alerts such as:
- Low stock warnings
- Overdue invoices
- Payment reminders
- System notifications
- Account-related alerts
Drill-Down Functionality
Many dashboard widgets are clickable, allowing you to:
- Click on a metric to see detailed information
- View the underlying transactions
- Generate related reports
- Navigate to relevant modules
Dashboard Tips
- Check Regularly: Review your dashboard daily to stay informed about your business
- Use Date Filters: Compare different periods to track trends
- Click Through: Explore metrics by clicking on them for detailed views
- Set Up Alerts: Configure notifications for important events
- Export Data: Export dashboard data for external analysis if needed
Mobile Dashboard
If accessing EquiBillBook on mobile:
- Dashboard is optimized for mobile viewing
- Key metrics are displayed in a mobile-friendly format
- Touch-optimized navigation
- Essential features remain accessible
Refreshing Dashboard Data
Dashboard data is typically updated in real-time or near real-time. You can:
- Refresh the page to see latest data
- Some widgets may auto-refresh periodically
- Use the refresh button if available
Exporting Dashboard Data
You may be able to:
- Export dashboard summaries to PDF
- Export data to Excel for further analysis
- Print dashboard reports
Need Help?
If you have questions about your dashboard:
- Check the tooltips (hover over icons/metrics for explanations)
- Review module-specific documentation
- Contact support for assistance
Your dashboard is a powerful tool for monitoring your business. Spend time exploring it to get the most value from EquiBillBook!