Dashboard Overview
Your Dashboard is the first thing you see when you log in to Actuary POS Software. It gives you a snapshot of how your business is doing — right now, today, and over time.
What You'll Learn
- What each section of the Dashboard shows
- How to read your sales and purchase numbers
- How to use stock alerts
- How to check payment dues
- How to customise your Dashboard view
Dashboard Sections Explained
Sales Summary
At the top of your Dashboard, you'll see your sales totals:
| Card | What It Shows |
|---|---|
| Total Sales | The total value of all sales in the selected time period |
| Total Purchase | The total value of all purchases |
| Invoice Due | Money your customers still owe you |
| Purchase Due | Money you still owe your suppliers |
📸 [Screenshot: The four summary cards at the top of the Dashboard]
💡 Tip: Click on any card to jump straight to the detailed report for that category.
Sales & Purchase Chart
Below the summary cards, you'll see a visual chart showing:
- Sales trend over time (blue line or bars)
- Purchase trend over time (red line or bars)
You can change the time range using the date picker.
📸 [Screenshot: The sales and purchase trend chart]
Stock Alerts
This section shows products that are running low. When a product's quantity falls below its reorder level, it appears here as a warning.
- Product Name — The item that's running low
- Current Stock — How many you have left
- Reorder Level — The minimum you set for this product
📸 [Screenshot: The Stock Alerts section with low-stock items listed]
⚠️ Important: Keep an eye on this section daily so you never run out of your best-selling items.
Payment Due (Receivable)
This section lists customers who owe you money:
- Customer Name — Who owes you
- Invoice Number — Which sale is unpaid
- Amount Due — How much they owe
- Due Date — When the payment is expected
📸 [Screenshot: The payment due table showing outstanding customer invoices]
Payment Due (Payable)
This section shows your outstanding payments to suppliers:
- Supplier Name — Who you owe money to
- Purchase Reference — Which purchase is unpaid
- Amount Due — How much you owe
- Due Date — When you need to pay
📸 [Screenshot: The supplier payment due table]
How to Change the Dashboard Date Range
- Look at the top of the Dashboard for the date range selector.
- Click on it and choose a preset range:
- Today — See just today's numbers
- This Week — Current week summary
- This Month — Current month
- This Financial Year — Full year overview
- Custom Range — Pick your own start and end dates
- The Dashboard numbers will refresh automatically.
📸 [Screenshot: The date range picker dropdown]
How to Customise Your Dashboard
Your administrator can control what appears on your Dashboard:
- Go to Settings → Business Settings.
- Click the Dashboard tab.
- Choose which sections to show or hide.
- Set the default date range for the Dashboard.
- Click Update Settings.
📸 [Screenshot: The Dashboard settings tab in Business Settings]
Common Questions
Q: Why are my numbers showing zero? A: Check the date range at the top — you might be looking at a period with no transactions. Also make sure you've recorded at least one sale or purchase.
Q: Can different users see different Dashboards? A: The Dashboard shows data based on your access permissions. If you can only see your own sales, you'll only see your numbers. Administrators see everything.
Q: How often does the Dashboard update? A: The numbers update every time you load the page. For real-time updates, refresh your browser.
Tips & Best Practices
- 📌 Check your Dashboard first thing every morning to stay on top of your business
- 📌 Review the Stock Alerts section daily to avoid stockouts
- 📌 Follow up on overdue payments shown in the Payment Due sections
- 📌 Use the This Month view at month-end for a quick performance check