Dashboard

The Dashboard is your home screen in Argo Books. It gives you a quick overview of your business performance and highlights items that need your attention.

Argo Books Dashboard

Business Metrics

At the top of the Dashboard, four summary cards show your key numbers for the selected time period:

  • Total Expenses: Sum of all expense transactions
  • Total Revenue: Income from all revenue transactions
  • Outstanding Invoices: Total value and count of unpaid invoices
  • Active Rentals: Number of currently active rentals and any overdue

Quick Actions

Below the metrics, a row of Quick Action buttons lets you jump straight into common tasks without navigating through the sidebar. The following actions are available:

  • New Invoice
  • New Expense
  • New Revenue
  • Scan Receipt (Premium)
  • New Customer
  • New Supplier
  • New Product
  • Record Payment
  • New Rental Item
  • New Rental
  • New Category
  • New Department
  • New Location
  • Purchase Order
  • Stock Adjustment

You can customize which actions appear here by clicking the settings icon next to the Quick Actions heading.

Charts

The Dashboard includes two interactive charts:

  • Profits Overview: Tracks your profit (revenue minus expenses) over time
  • Expenses vs Revenue: Compares your spending and income side by side

Use the date range dropdown in the top-right corner and the chart type selector to adjust the view.

Recent Activity

At the bottom of the Dashboard, two panels show your latest activity:

  • Recent Transactions: Your most recent expenses and revenue entries with amounts and dates
  • Active Rentals: Currently rented items with customer, return date, and daily rate
Tip: The Dashboard updates automatically as you add new transactions, so it always reflects your current business data.
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