The Dashboard provides a high‑level view of business performance, including top‑selling products, sales from the last 12 months, top customers, outstanding account balances, and credit receivables. Interactive lists and charts allow quick access to related product, customer, invoice, and receivables details.
From the sidebar navigation, select
Business Tools, then Dashboard.
Sections:
Top Selling Products
Sales-Last 12 Months
Displays your sales for the past 12 months in a bar chart, which can be printed or exported as an image (PNG or JPEG), PDF, or SVG file type.
Top Customers
Displays your top customers from the past 12 months. (The Reward column appears only if Rewards are tracked). Double-click a row to open the contact's profile or view more invoice details from the Invoice Log.
Outstanding Accounts
Displays any contacts with outstanding balances, along with their last invoice date and the amount owed. Double-click on a row to open the contact's profile.
Credit Receivables
Contacts that have chosen to pay by credit card but have not yet been processed or recorded in Credit Receivables will be displayed along with their last invoice date and the amount owed. Double-click on any row to open Credit Receivables.
Additional Information:
To display after signing in, select the Show Dashboard option from the Business Info tab in Preferences.