Sales and return metrics
Review today’s sales, monthly sales and the corresponding return totals.
Dashboard | Product guide
See today’s and monthly sales, returns, master counts, low-stock status, recent activity and shortcuts to common work.
What you can do
Master counts
Open total customers, products and suppliers directly from their metric cards.
Quick actions
Start a new sale, add a product, upload a supplier invoice, or add customer and supplier records.
Recent activity and stock health
See the latest activity list and whether any products are below their low-stock level.
Step-by-step
Use the dashboard as a health check and launch point.
Open Dashboard
Select Dashboard from the main navigation after signing in.
Review sales and returns
Compare today and month totals. Return values are shown separately so gross sales are not mistaken for net business.
Check master and stock counts
Review customer, product and supplier totals and the low-stock activity message.
Start the next task
Use a Quick Action or select a metric card to open the corresponding screen.
When to use it
- Morning stock and activity check
- End-of-day sales review
- Fast access during counter billing
Tips
- Use Reports for period filters and detailed accounting; dashboard totals are a concise snapshot.
- Investigate the low-stock count before seasonal demand.
Common mistakes
- Treating sales cards as a detailed profit calculation.
- Ignoring return totals while comparing daily performance.
Frequently asked questions
Why did a number not change immediately?
Dashboard snapshots may be cached briefly. Reopen or refresh after the transaction completes.
Where is detailed profit and loss?
Open MIS Report → Profit & Loss.