Dashboard

The Dashboard is your home screen in Argo Books. It is built from widgets that you choose, size, and arrange yourself, so the numbers you check every morning are the ones on the screen.

Page Controls

Two controls in the top-right corner apply to the whole page:

Date Range: the period every stat card and chart is calculated over
Chart: the chart style used by every chart widget

Editing Your Dashboard

Click Edit Dashboard to start rearranging. While you are in edit mode, each widget grows a small toolbar:

Drag handle: drag a widget to reorder it, within a row or into another row
Settings: choose the widget's width, and set any options the widget has of its own
Remove: take the widget off the dashboard

Use Add Widget to open the catalog, or Reset to Default to go back to the standard layout. Nothing is kept until you click Save, and Cancel discards the whole editing session.

Tip: Widget widths are set as a share of the row: a quarter, a third, a half, three quarters, or the full width. Widgets flow into rows automatically, so a widget that does not fit beside the ones already there moves to the next row.

What You Can Add

Stat cards

Single-number cards for the selected date range:

Revenue
Expenses
Net Profit
Outstanding Invoices
Overdue Invoices

Total Customers
Inventory Value
Active Rentals
Next Remittance Due (payroll)

Charts

Every chart from the Analytics page can be placed on the Dashboard, apart from the world map. That covers revenue, expenses, profit, transactions, customers, tax, returns, losses, geography, and products. Add the two or three you actually watch instead of switching to Analytics for them.

Tables

Recent Transactions: your latest revenue and expense entries
Active Rentals: currently active and overdue rentals
Top Customers: your highest revenue customers

Everything else

Quick Actions: shortcut buttons for common tasks
Setup Checklist: the getting started guide, useful on a brand new company
Low Stock Alerts: inventory items below their reorder point
Upcoming Due Dates: invoices falling due soon
Overdue Rentals: rentals past their return date

Quick Actions

The Quick Actions widget puts common tasks one click away without navigating through the sidebar. Open the widget's settings to pick which of these appear:

New Invoice
New Expense
New Revenue
Scan Receipt
Bank Statement
New Customer
New Supplier

New Product
New Rental Item
New Rental
New Category
New Location
Purchase Order
Stock Adjustment

Tip: The Dashboard updates automatically as you add new transactions, so it always reflects your current business data. Note that the sample company is a preview only, so dashboard changes made there are not kept.

Cash basis: the Dashboard counts money you have actually collected, so an unpaid invoice shows under Outstanding Invoices rather than in Revenue. See How Numbers Are Calculated.