Your dashboard each day
Start your day here: what's due, who you're waiting on, what to buy, and how sales are going.
3 min read 3 steps 2 screenshots
When you're done
Know what to do first every morning.
Top of the dashboard
Pick the date range
This month, 3 months, 6 months or custom.
Today
Your top 5 actions, grouped as jobs due, waiting on customers and stock to buy.
Numbers
Paid revenue, estimated profit, items in production, low-stock items.
Further down
- Today's Work: the most urgent jobs on your board.
- Inventory & Purchasing Health: low stock, purchase orders waiting, jobs blocked by shortages.
- Sales & Profit: paid revenue over time, and your best and weakest products by profit.
- Recent builds, quotes and invoices, and stock activity.
Was this guide helpful?
Related guides
Still stuck?
Send us a note. A real person who uses the app will get back to you.