Your dashboard
Open Dashboard from the top of the sidebar.
What's on it
- Today — the four things that matter before anything else: orders due today, orders due tomorrow, money due to be paid today, and items to re-stock. It hides itself when all four are empty, so an empty strip means there is nothing for you today.
- Orders due — the orders coming up, with quick tabs for this week, next week, the next 30 days, or a custom range. Each row shows the customer, the event date and the amount. Download Job Sheets for the range right from here.
- Money owed — what you are owed, split into overdue, due in the next 30 days, and money with no payment date, worst first. It covers the last 90 days and everything ahead, and says so on its face; anything older is reported as one line with a link to Reports.
- Your numbers — sales, profit, orders and stock. One switch at the top moves all of them between this week, this month and all-time, and each tile says which window it is showing.
- This month so far — sales, amount paid, outstanding, profit and the order count for the current calendar month.
- Inventory alerts — what has run out or is running low, by products, ingredients and supplies.
- Upcoming events — what is on in the next 7 days.
- Getting started — when you're new, a checklist walks you through the first steps (add your products, take an order, set up your storefront) so you're not staring at a blank screen.
Make it your starting point each day
A good daily rhythm: open the dashboard, read Today, glance at orders due to see what is ahead, check Money owed for anything to chase, then dive into the day. Everything on the dashboard is a shortcut — click an order to open it, or a panel to go to the full list.
How each figure is worked out
Every tooltip on the dashboard is one sentence. The arithmetic behind it is here.
| Figure | How it is worked out |
|---|---|
| Sales | The sum of order totals for the window you picked, including any tax and delivery you charged. Refunded orders and gift-card purchases are not counted; quotes and cancelled orders still are, so Sales covers a wider set than Outstanding and the two do not subtract to each other. Orders fall in a window by their delivery date. |
| Profit | For every line: (markup − product discount) × quantity, added up, then less any order-level discount. Tax and delivery are not subtracted — those are passed on to the government and the courier, so they were never yours to keep. It relies on the markup you set on each product. |
| Orders | Orders with a delivery date in the window. A multi-product order counts once. Cancelled, refunded and gift-card orders are not counted; quotes are counted, the same as in the "Orders due" list. The tile counts the whole window you picked, so it can be larger than that list: the list shows a rolling range (and at most 300 rows), while "this month" reaches back to the 1st and "all-time" includes orders with no delivery date at all. On "this week" the two match. |
| Stock | "Stock out" means at least one product, ingredient or supply has nothing left. "Expired" means at least one product's expiry date has passed. |
| Amount paid | Money received against this month's orders: the instalments marked paid, or the amount recorded on the order itself where that is higher. Some order forms record a payment without creating an instalment, and counting only instalments asked you to chase money you already had. |
| Outstanding | Order total − amount paid, for each of this month's orders, never below zero. Quotes and cancelled orders are not counted — nobody owes money on a price proposal. Sales above does count them, so Sales − Amount paid will not equal Outstanding. |
| No payment recorded | The part of Outstanding sitting on orders with no payment against them at all. Usually a cash job nobody wrote down, which is why it is called out separately rather than mixed in with money a customer is withholding. |
| Money owed → overdue | Instalments whose due date has passed, within the last 90 days. The days overdue are counted from that date. |
| Money owed → due in 30 days | Instalments due between today and 30 days ahead. |
| Money owed → no payment date | Money owed that no instalment covers, so it carries no date. Each row says which kind it is: No payment recorded when nothing was ever recorded against the order (usually a cash job nobody wrote down), or Balance due, not scheduled when part of it was paid and the rest was never scheduled. |
| Today → money due today | The part of "due in 30 days" that falls on today itself. It is already inside that figure — do not add the two together. |
| Today → orders due today / tomorrow | Orders with that delivery date. Cancelled, refunded and gift-card orders are not counted; quotes are, so a quote dated today is included. |
| Today → items to re-stock | The same count as the badge on Inventory alerts. |
Prefer the old layout?
The dashboard was rebuilt in October 2026. Back to classic in the top corner returns you to the previous arrangement, and remembers it for next time. The figures are the same on both — the link changes where things sit, not what they say.
Good to know
- It answers "what's next?" Today, orders due and money owed, front and centre.
- Every number says its period. Check the small label under each tile's name.
- Change the window. This week, this month or all-time for the tiles; this week, next week, 30 days or a custom range for orders.
- New here? Follow the checklist. Getting started walks you through setup.
- Everything's a shortcut. Click through to the order, list or storefront behind each panel.
Last updated October 18, 2026