Dashboard Overview
What is the Dashboard?
Your business command center that displays real-time financial health, sales performance, and operational metrics in one unified view. Get instant visibility into what matters most without navigating through multiple screens or reports.
Who Uses This?
Business Owners
Monitor overall business health and make data-driven decisions
Finance Teams
Track cash flow, receivables, payables, and profitability trends
Sales Managers
Review sales performance, open orders, and customer payments
Operations Teams
Monitor inventory levels, pending orders, and delivery status
Key Features
Financial Snapshot
Real-time visibility into accounts receivable, accounts payable, and cash position
Interactive charts showing profit & loss and cash flow trends over time
Instant metrics for quick decision-making without opening detailed reports
Operational Overview
Order tracking for both sales and purchase orders with fulfillment status
Inventory value across all locations updated in real-time
Sales trends with month-over-month comparisons and growth indicators
How It Works
Typical Workflow
Start your day - Open dashboard to see overnight changes and pending actions
Review metrics - Check AR/AP, cash flow, and inventory levels at a glance
Analyze trends - Hover over charts to see detailed monthly breakdowns
Take action - Click on any metric to drill down into detailed reports or transactions
Dashboard Sections
| Section | What You See | Why It Matters |
|---|---|---|
| MyBiz Snapshot | AR, AP, Open Orders, Inventory Value, Sales Overview | Get instant pulse of business health in 5 key numbers |
| P&L Overview | Monthly income vs expenses bar chart (Nov'24 - Oct'25) | Spot profitability trends and seasonal patterns quickly |
| Cash Flow | Cash movement timeline with opening, incoming, outgoing, closing | Plan payments and ensure sufficient working capital |
Getting Started
| Task | Guide | Time Required |
|---|---|---|
| Access Dashboard | How to View Dashboard | 1 minute |
| Understand Metrics | Understanding Dashboard Metrics | 10 minutes |
| Customize View | Customize Dashboard | 5 minutes |
Related Sections
- Approvals - Review pending approvals affecting your metrics
- Business Reports - Deep dive into AR, AP, Balance Sheet, P&L
- Sales Reports - Detailed sales analysis and trends
- Vault - Access your important documents
Quick Tips
Best Practices
Dashboard auto-refreshes every 5 minutes - check the timestamp at the top to see last update time
Hover over any chart element to see exact numbers and detailed breakdowns for that period
Set up your morning routine to review dashboard first thing - helps you prioritize the day's actions
Need help? Contact support at support@bizconnekt.com