Dashboard
The Dashboard is your cockpit — open it in the morning and in ten seconds you know how much you sold, who hasn't paid, what's running low, and whether you're making money. Every number is calculated live from your own entries, and every card is a doorway: tap it to act. Here's how to read it like a pro.
Read this first — what the Dashboard is
- It's a summary, not a data-entry screen. You don't "fill in" the Dashboard — it reads your invoices, bills, expenses and payments and adds them up for you.
- It's live. Record a sale or a payment and the numbers change instantly — there's no "generate report" button to press.
- It's made of cards (KPIs). Each card is one key number with a one-line detail, and tapping it jumps to the screen behind it.
- It respects your chosen time period. Most cards measure the period you select at the top (Today, Month, Year…).
- The numbers are only as complete as your data. Missing invoices or bills mean under-counted cards — enter as you go.
- Some cards are plan-gated (e.g. Vendor Risk on Samridhi+), and a few only appear when there's something worth flagging.
- It summarises; it doesn't decide. The Dashboard points you at what needs attention — the action is yours.
Step 1 — Choose the time period
At the top is a period selector. It changes what every card measures:
| Period | Use it to… |
|---|---|
| Today | See today's takings and activity |
| Week / Fortnight | Track the last several days |
| Month / Quarter | Review a normal business cycle |
| Half Year / Year | See the bigger trend |
| Custom | Pick any date range you like |
Many cards also show a small change indicator comparing this period to the one before — a quick "up or down vs last time".
help-shots/db-01-dashboard.pngStep 2 — Read your KPI cards
Each card shows a number and a hint. Here's what every card means, why it matters, and what to do if it looks off:
| Card | What it tells you | If it looks worrying… |
|---|---|---|
| 💰 Total Sales | Sales for the period + invoice count and FY sales | Check the period; record any missing invoices |
| 🛒 Total Purchases | Purchases + bills and amount due | Open Purchases to see what's outstanding |
| 📋 GST Payable | Output GST minus your ITC | Tap to the GST report to see the breakdown |
| 📊 Net Profit (PAT) | Profit after tax for the FY + margin % | Falling margin? Review expenses & pricing |
| 📥 Outstanding (AR) | Money customers still owe you | Tap to Collections and start chasing |
| ⚠ Overdue | Invoices past their due date | Send reminders today — these are at risk |
| 📦 Low Stock | Items below their reorder level | Reorder before you run out of a seller |
| ✅ Pending Approvals | Expenses/payments awaiting approval | Clear them so your books are current |
| 🏭 Vendor Risk Samridhi+ | At-risk or over-concentrated vendors | Diversify or check that supplier |
help-shots/db-02-kpi-drill.pngStep 3 — Top customers & products
Below the cards you'll find your Top 5 Customers and Top 5 Products for the period — an instant read on who and what is driving revenue, so you can double down on what works.
help-shots/db-03-top.pngA simple morning routine (60 seconds)
Set the period to "Today" or "Month"
Pick the lens that matters right now.
Scan three cards: Overdue, Low Stock, Pending Approvals
These are the "needs action today" signals.
Tap whichever is red
Overdue → send reminders; Low Stock → reorder; Pending → approve.
Glance at Net Profit & GST Payable
Know your bottom line and what tax is building up.
Words you'll see, in plain language
| Term | What it means |
|---|---|
| KPI | Key Performance Indicator — one important number that tells you how you're doing. |
| AR (Accounts Receivable) | Money your customers owe you. |
| Overdue | Receivables that are past their due date. |
| PAT | Profit After Tax — what's left after costs and tax. |
| ITC | Input Tax Credit — GST you paid on purchases that offsets GST you collected. |
| Reorder level | The stock quantity at which an item is flagged "low". |
Troubleshooting
| What you notice | Why | What to do |
|---|---|---|
| Sales look too low | Period is short (e.g. "Today"), or invoices not recorded | Widen the period; record missing invoices |
| A card I expected isn't there | It's plan-gated, or there's nothing to flag | Check your plan; the card shows when relevant |
| Outstanding looks high | Several unpaid invoices | Tap it → Collections → send reminders |
| GST Payable surprises me | Output GST exceeds your ITC for the period | Open the GST report to see output vs ITC |
FAQ
What's the difference between Outstanding and Overdue?
Outstanding (AR) is everything customers still owe; Overdue is the part that's past due. Chase overdue first.
Why don't I see the Vendor Risk card?
It's Samridhi+, and only appears when a vendor is genuinely at-risk or your spend is concentrated.
Do the numbers update automatically?
Yes — the moment you record a sale, bill or payment, the cards recalculate. No refresh needed.
Can I change what the cards measure?
Use the period selector. The cards always reflect the selected period (and FY where noted, like Net Profit).
- Sales → Total Sales, Outstanding, Overdue.
- Purchases & Expenses → Total Purchases, Pending Approvals.
- Items & Inventory → Low Stock.
- GST & Reports → GST Payable, Net Profit — see CA Reports.
📸 Screenshot capture checklist
Drop each PNG into help-shots/ with the exact filename and it appears automatically.
| # | Screen to capture | Save as |
|---|---|---|
| DB-01 | Dashboard overview with KPI cards + period selector | help-shots/db-01-dashboard.png |
| DB-02 | A KPI card tapped, opening its detail | help-shots/db-02-kpi-drill.png |
| DB-03 | Top 5 Customers & Products lists | help-shots/db-03-top.png |
Tip: capture with a populated demo company so the cards show real-looking figures.