Dashboard
The one screen that tells you how the business is doing — sales, profit, cash, what you are owed and what you owe, for any period you choose.
What this screen is for
The Dashboard is the summary of everything else in the app. It does not let you enter anything — it only reports. It is the screen to check when you open up in the morning and when you cash out at night.
How to get here
Sidebar → Dashboard. It is also where the app lands after you sign in.
The period picker
Top right, labelled Period. Pick a start and end date and every figure on the screen recalculates for that range.
- Leave it empty for the default range.
- Press the small × in the picker to clear it and go back to the default.
- The Today strip further down always shows today, whatever the period is set to.
Period cards — the top row
These four answer "how did this period go?"
| Card | The big number | The small print underneath |
|---|---|---|
| Total Sales | Everything you billed in the period | Net after returns, then the split between cash and credit |
| Gross Profit | Revenue minus the cost of what you sold | Margin %, revenue, COGS — and the reminder that this is before expenses |
| Cash Flow | Money in minus money out | Collected in, paid out |
| Purchases | What you bought from suppliers | How many bills, and how much went back as returns |
Balance cards — the second row
These five answer "where does the business stand right now?" They ignore the period picker where a period makes no sense — stock value is what is in the kitchen at this moment.
- Owed on Bills — money guests still owe on open restaurant bills. The sub-line breaks out how many bills, how much is overdue, and how many customers are involved.
- Owed to Suppliers — the mirror image: unpaid purchase bills, overdue amount, supplier count.
- Cash Sales — the cash half of the period's sales, with the credit half beneath it.
- Stock Value — what the kitchen holds, valued at what you paid. Underneath: the same stock valued at menu price, the item count, and how many items are out of stock.
- Bank Balance — all bank accounts added together. Hover or tap the "n accounts" link for the per-account split. A negative total shows in red.
The Today strip
A single row under the cards, always showing today regardless of the period:
Sales (with the bill count in brackets) · Sale Returns · Purchases · Cash In · Cash Out · Low Stock
Low Stock is a count of items at or below their reorder level — if it is not zero, go and look at Stock Value.
Charts
- Sales vs Purchases — two lines by month. When the purchase line climbs above sales for a month, you bought more than you sold that month.
- Monthly Returns — bars for sale returns and purchase returns, side by side. Persistent sale-return bars usually mean a quality problem with one dish; find it in Profit by Item.
Hover any point for the exact figures.
Top lists
Three ranked lists across the bottom:
- Top Items — best sellers by money, with quantity sold underneath.
- Top Customers — by money billed, with the number of bills.
- Top Suppliers — by money spent, with the number of bills.
These respect the period picker, so you can compare a good week against a bad one.
Step by step: the morning check
- Set Period to yesterday.
- Read Total Sales and the cash/credit split — that is what should have been in the till.
- Read Cash Flow — in minus out should match what you actually banked.
- Glance at Low Stock on the Today strip and order what is short.
- Check Owed on Bills; if overdue is climbing, chase it from Account Statement.
Good to know
- Every figure is live. Bill a guest at the till and the Dashboard is right the next time it loads.
- Stock Value can be negative if you sold items you never recorded buying — it means Opening Stock or a purchase is missing, not that the app is wrong.
- Bank Balance is company-wide: one till, one set of bank accounts, shared across everything.