Dashboard Guide
Your business at a glance with customizable widgets and key metrics
Overview
The Dashboard is your home screen after logging in. It displays a grid of customizable widgets that show key business metrics, recent activity, alerts, and shortcuts. You can rearrange, resize, show, or hide any widget to build the view that works best for your business.
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.
Widget Auto-Refresh
Each widget refreshes its data automatically on a set interval. Most widgets refresh every 5 minutes. Real-time widgets like Recent Activity refresh every 2 minutes. You can manually refresh any widget by clicking the refresh icon in its header. When you switch locations using the entity selector, all widgets refresh immediately.
Core Business Widgets
These widgets are enabled by default and cover the most important aspects of your business.
Revenue & Profit Snapshot
Financial KPIs showing gross revenue, total costs, net profit, and gross margin percentage with period-over-period comparison.
Cash Flow Summary
Visualizes money coming in versus money going out, with net cash flow for the current period.
Sales Trend
Area chart showing revenue over time for the selected period, helping you spot trends and seasonal patterns.
Workflows
Quick-launch buttons for all guided workflows so you can start common tasks directly from the dashboard.
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 reordering.
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.
Recent Activity
Unified feed of recent sales, purchases, expenses, and production completions across your business.
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.
Production Status
Shows the number of active production runs and how many were completed this month.
Expiring Items
Lists items with expiration dates within the next 30 days to help prevent waste.
Transaction Fees
Totals payment processing fees for the month and shows what percentage of revenue they represent.
Operational & Analytics Widgets
These widgets are hidden by default. Enable them from the Customize panel to add deeper operational insights.
Payment Method Breakdown
Shows how revenue is distributed across payment methods (cash, card, etc.).
Tax Category Summary
Summarizes income and expenses by IRS tax category for the current period.
Recent Sales
Lists the most recent sale transactions with customer name, amount, and status.
Vendor Concentration
Shows how dependent you are on individual vendors as a percentage of total spend.
Top Vendors
Ranks vendors by total spend for the period.
Top Customers
Ranks customers by annual spend or transaction count.
Sales by Channel
Breaks down sales by channel or location.
Inventory by Location
Compares inventory quantities and values across your locations.
Cost of Goods Trend
Charts your cost of goods sold over time to identify cost trends.
Discounts & Surcharges
Summarizes total discounts given and surcharges applied for the period.
Waste & Loss Rate
Tracks inventory lost to waste, damage, or shrinkage as a percentage of total inventory.
Inventory Turnover
Measures how quickly you sell through inventory, helping identify slow-moving stock.
Production & Equipment Widgets
Specialized widgets for businesses that manufacture products or track equipment usage.
Active Batches
Shows production runs currently in progress with their status.
Production Cycle Time
Tracks average time from production start to completion.
Most-Produced Items
Ranks finished goods by production volume.
Production Batch Statistics
Summary statistics for production batches including yield rates.
Maintenance Due
Alerts you to equipment past its scheduled maintenance interval by calendar days or usage hours.
Equipment Utilization
Shows usage progress bars for each piece of equipment relative to its expected lifespan.
Depreciation Summary
Summarizes current book values, accumulated depreciation, and annual depreciation for all equipment.
Maintenance Cost Trend
Charts maintenance spending over time to help budget for equipment upkeep.
Allergen Coverage
Shows which allergens are present across your food inventory items.
Variant Portfolio
Summarizes how many product variants you have across your inventory.
Team Activity
Shows recent actions taken by team members for visibility and collaboration.
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 reordering
- 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.