Dashboard Guide
Your business at a glance with customizable widgets and key metrics
How to customize the Ardent Seller dashboard
The Dashboard is the home screen after login: a grid of widgets showing key metrics, recent activity, alerts, and shortcuts. Open the "Customize" panel to add or remove widgets, drag handles to reorder them, and use the size selector to change each widget's column span. Your layout — order, sizes, and visibility — is saved per user, per account.
Customizing Your Dashboard
Click the Customize button in the top-right corner of the dashboard to open the customization panel. From there you can:
Reorder widgets
Drag widgets up or down to change the order they appear on your dashboard.
Resize widgets
Choose between Small (1 column), Medium (2 columns), or Large (full width) for each widget. The dashboard uses a 3-column grid on desktop.
Toggle visibility
Show or hide any widget using the toggle switch. Hidden widgets are not deleted — you can re-enable them at any time.
Use the Reset to defaults button to restore the original widget layout. Your preferences are saved per user account and persist across sessions.
Which widgets are available depends on the feature modules your account has enabled (for example, production widgets belong to the Manufacturing module). Widgets of a disabled module don't appear on the dashboard, and the Customize panel groups them under a "Requires the … module" divider with a one-click option to enable the module. See Setup & Modules for how modules work.
Widget Auto-Refresh
Each widget refreshes its data automatically on a set interval. Most widgets refresh every 5 minutes. Activity-style widgets like Recent Activity refresh every 2 minutes, and a few static widgets (Workflows, Getting Started) don't auto-refresh at all. You can manually refresh any widget by clicking the refresh icon in its header. When you switch locations using the location selector, all widgets refresh immediately.
Core Business Widgets
These widgets are enabled by default and cover the most important aspects of your business. (The exact default set is tailored to the workspace profile you picked during setup.)
Getting Started
Step-by-step onboarding checklist that tracks your setup progress; shown first for new accounts.
Revenue & Profit Snapshot
Financial KPIs showing gross revenue, total costs, net profit, and gross margin percentage with period-over-period comparison.
Sales Trend
Area chart showing revenue over time for the selected period, helping you spot trends and seasonal patterns.
Top Selling Items
Ranks your best-selling products by revenue for the current period.
Low Stock Alert
Lists inventory items at zero or negative quantity that need restocking.
Smart Restock
What to order, how much, and by when — season-aware, lead-time-aware reorder recommendations that link to Restock Planning.
Cash Flow Summary
Visualizes money coming in versus money going out, with net cash flow for the current period.
Inventory Valuation
Donut chart breaking down your total inventory value by category (ingredients, products, equipment, etc.).
Inventory Stock Summary
Shows total active SKU count with a breakdown by inventory category.
Workflows
Quick-launch buttons for the guided workflows so you can start common tasks directly from the dashboard.
Recent Activity
Unified feed of recent sales, purchases, expenses, and production completions across your business.
Operational & Analytics Widgets
These widgets are hidden by default. Enable them from the Customize panel to add deeper operational insights. Marketplace widgets show data once you connect a shop.
Expense Breakdown
Categorizes your expenses by type for the current period so you can see where money is going.
Profit Margin by Product
Ranks products by profit margin percentage from highest to lowest.
Transaction Fees
Totals payment processing fees for the month and shows what percentage of revenue they represent.
Recent Sales
Lists the latest completed sale transactions.
Cost of Goods Trend
Charts your cost of goods sold over time to identify cost trends.
Payment Method Breakdown
Shows revenue and transaction count by payment method (cash, card, etc.).
Tax Category Summary
Year-to-date income and expense totals grouped by IRS Schedule C category.
Discounts & Surcharges
Summarizes total discounts given and surcharges applied as a percentage of revenue.
Top Vendors
Ranks vendors by total purchase spend for the period.
Vendor Concentration
Shows how dependent you are on individual vendors as a percentage of total purchases — a supply chain risk indicator.
Top Customers
Highest-spending customers this year.
Customer Insights
Repeat-customer rate, new vs. returning buyers, and lapsed customers this month.
Acquisition by Source
Top referral sources by revenue this period, each with its customer count.
Sales by Channel
Revenue distribution across selling locations.
Inventory by Location
Inventory value and item count distributed across locations.
Inventory Turnover
Turnover ratio showing how efficiently inventory moves, helping identify slow-moving stock.
Waste & Loss Rate
Shrinkage rate from waste, loss, and donations as a percentage of purchases.
Dead Stock
Capital tied up in products that have not sold — ranked, with suggested markdowns.
Pricing Health
Items priced below cost or under your target margin, plus your average margin.
Pending Invoice Imports
AI invoice imports waiting for review — from every team member and email-to-import.
Marketplace Sales
Revenue, sale count, average sale value, and fees from connected marketplace shops.
Marketplace Sync Status
Sync health, errors, mapped and unmapped listings, and queued sales per connected shop.
Marketplace Activity
Sales imported with trend, sync success rate, listing coverage, and queued sales.
Team Activity
Recent changes by team members from the audit log.
Refer & Earn
Your partner-program tracking link performance — clicks, signups, and pending commission.
Production & Equipment Widgets
Specialized widgets for businesses that manufacture products or track equipment usage. Most of these belong to the Manufacturing module.
Production Status
Active production runs with a completed-this-month count.
Expiring Items
Lists items with expiration dates within the next 30 days to help prevent waste.
Active Batches
Production pipeline showing initiated, in-progress, and completed batches.
Production Cycle Time
Average days from initiation to completion for production runs.
Most-Produced Items
Items ranked by production volume this year.
Production Batch Statistics
Average batch size, total runs, and total quantity produced.
Maintenance Due
Alerts you to equipment past its scheduled maintenance interval.
Equipment Utilization
Shows usage progress bars for each piece of equipment relative to its expected lifespan.
Depreciation Summary
Total acquisition cost, current book value, and depreciation this year for your equipment.
Maintenance Cost Trend
Monthly maintenance spending broken down by routine vs. repair.
Allergen Coverage
Count of inventory items by allergen type for compliance tracking.
Variant Portfolio
Base SKUs vs. variant SKUs and the items with the most variants.
Alerts & Notifications
Several dashboard widgets serve as alert systems to keep you informed:
- Low Stock Alert — shows inventory items at zero or negative quantity so you know what needs restocking
- Smart Restock — forward-looking reorder recommendations: what to order, how much, and by when
- Expiring Items — lists items with expiration dates within the next 30 days
- Maintenance Due — highlights equipment past its scheduled maintenance interval (by calendar days or usage hours)
- Transaction Fees — tracks total payment processing fees for the current month and what percentage of revenue they represent
Location Context
The dashboard data is scoped to your currently selected location. Use the location selector in the header to switch between locations. When you switch, all widgets automatically refresh to show data for the new location. Your location selection is remembered across sessions.