Dashboard Overview 📊

The Dashboard is your central hub for everything happening in your business. It gives you a quick overview of your key metrics, recent activity, and quick access to important features.

First time here? Check out the Quick Start Guide to get up and running quickly!

What You'll See

When you open ShopkeeperPOS Desktop, the Dashboard shows you:

  • Business Metrics: Sales totals, inventory levels, customer counts, and more
  • Recent Activity: Latest sales, new customers, stock movements
  • Quick Actions: Fast access to common tasks like creating invoices or adding products
  • Onboarding Guide: Step-by-step setup help for new users

Dashboard Sections

Overview

The Overview section provides a high-level view of your business performance:

  • Today's sales and revenue
  • Total products and inventory value
  • Customer count and growth
  • Outstanding payments and debts

Onboarding Guide

If you're new to ShopkeeperPOS, the onboarding guide will walk you through:

  1. Setting up your business profile
  2. Adding your first products
  3. Configuring your printer
  4. Processing your first sale
  5. Setting up locations (if you have multiple branches)

💡 Tip

Tip: You can always access the onboarding guide later from the Dashboard if you need a refresher on any setup steps!

Resources

Quick access to helpful resources:

  • Guides: Comprehensive documentation and tutorials
  • How-Tos: Step-by-step guides for common tasks
  • Contact Us: Get help from our support team
  • Online Store: Information about integrating with your online store

Quick Actions

From the Dashboard, you can quickly access:

  • Create Invoice: Start a new sale immediately
  • New Product: Add a product to your inventory
  • Add Customer: Create a new customer record
  • Transfer Stock: Move inventory between locations
  • New Purchase Order: Order new stock from suppliers

Customizing Your Dashboard

While the Dashboard provides a standard view, you can customize what you see by:

  • Filtering metrics by date range
  • Selecting specific locations (if you have multiple branches)
  • Focusing on specific time periods

💡 Pro Tip

Check your Dashboard regularly to stay on top of your business performance. It's the fastest way to spot trends and identify areas that need attention!