Dashboard

Dashboard Overview

The dashboard provides a quick overview and access to key features through various widgets and reports.

Key Components

• Quick Action Buttons: Quickly create a sales invoice or an expense.
• Calendar: View and manage your schedule.
• Interactive Reports: Includes reports on sold services/products, invoice collections, expenses by category, and expenses by supplier.

Reports Features

Each report offers the following customization options:

• Date Filtering: Adjust the date range to view specific periods.
• Chart Types: Choose between line or bar (stacked) charts.
• Display Options: View the total amount or specific amounts (e.g. by supplier, expense category, service, or product).
• Metrics: Select different metrics to analyze.
• Grouping: Group data by criteria such as Day, Day of Month, Day of Year, Month, Quarter, Week of Year, or Year.

Quick Actions

The quick action buttons for creating a new sales invoice and a new expense open a drawer. This drawer can be expanded by clicking the "expand button," allowing you to add the necessary information.