Dashboard Overview
Navigate and customize the main dashboard to suit your business workflow
Understanding the Dashboard
The dashboard is your central command center for all business operations. It is the first screen you see after logging in, and it provides immediate access to your most important data and actions.
The layout is divided into three main areas: KPI summary cards at the top, module quick-access in the center, and a sidebar with recent activity and notifications.
Dashboard Views
The dashboard offers multiple views to help you focus on what matters most. Use the tabs below to explore each view:
Explore Dashboard Views
The main dashboard provides a high-level summary of revenue, expenses, pending invoices, and key business metrics.
Key Dashboard Features
Quick Actions
Access frequently used actions directly from the dashboard header. Create new invoices, add products, record expenses, and navigate to key modules with a single click.
Search & Filters
Use the global search bar to find invoices, contacts, products, or employees instantly. Apply filters to narrow down results by date, module, or status.
Widgets & Customization
Rearrange dashboard widgets by dragging and dropping them into your preferred layout. Add or remove widgets from the customization panel to create a view that matches your business priorities.
Dashboard Customization
You can customize the dashboard layout by clicking the gear icon in the top-right corner of the dashboard. Choose which widgets to display, adjust the layout grid, and save your preferred configuration as your default view.