The dashboard
Where: Dashboard (the console home page)
The Dashboard is your home page: your organization’s name and today’s date at the top, with quick actions on the right — “New quote”, “New order”, “New product” (each jumps to the right list and opens its create dialog immediately), a refresh icon, and a reporting-period picker (7d / 30d / 90d; your choice is remembered).
The “Set up your store” checklist. On a fresh store, a card titled “Set up your store” appears first, with the subtitle “A few steps to get selling — pick up wherever you left off.” Its steps, each with its own call-to-action button, are:
| Step | What it means | Button |
|---|---|---|
| Set your store identity | “Name, logo and brand colour your buyers will see.” | Set up → opens Settings |
| Choose your storefront look | Apply a starter template — theme, pages and menus — from Content → Storefront template; done once the store has a page of its own | Choose |
| Add a category | Organize your catalog so buyers can browse | Add |
| Load a sample catalog | Shown only while the store has no products: creates 20 sample products in 5 categories with a "Sample prices" list so the storefront has something to show. Remove it later with Remove sample catalog on the Products page | Load |
| Add your first product | Opens Products with the create dialog ready | Add |
| Set up pricing | Create your first price list | Set up |
| Decide how buyers see prices | Public, signed-in customers only, or quote-only (Settings → Quotes & pricing); done once the choice is saved | Decide |
| Connect your own domain | Point your own hostname at the store (Settings → Custom domains); done once the DNS check passes | Connect |
| Invite your team | Add staff members and assign roles | Invite |
Completed steps show a green tick and Done. You can dismiss the card with the × — the console remembers.
Stat tiles. Eight tiles summarize the chosen period, two rows of four; each opens the matching page: Revenue, Orders, Avg order value, Open AR (“outstanding” receivables), Requests waiting (“not yet quoted”), Customers, Products and Catalog health (“avg completeness”).
Work. The desk's open work, newest first — one row each, one action: open it.
| Row | What it means | Opens |
|---|---|---|
| Quote drafted … waiting for Send | The system (or a colleague) drafted the quote; nobody has pressed Send | the quote |
| Request … no quote sent | A submitted request with no quote yet | the request |
| Quote … sent, no answer | Sent, and the buyer has not accepted, declined or countered | the quote |
| Enquiry via … not answered | A lead from the last 14 days that is not yet a request or a customer; older ones stay on the Leads screen | Leads |
| Searched “…”, nothing opened | A term buyers typed and left without opening anything | Storefront behaviour |
| Returns to review, Products awaiting moderation, Overdue invoices, At-risk accounts, Low-stock items, Products missing required data, Feeds failing to build | Counts, as before | their lists |
The Waiting column is how long each item has waited. The panel lists the newest of each kind; when more is waiting than fits, a last row such as 21 more requests waiting counts the rest and opens the full list. The three panels keep to one card height and scroll inside. When there is nothing to do the panel says so in one line.
Stream. Every business event, newest first, as a readable line that opens its record: “Request RFQ-3b2d9af2 received for Mwangi Hardware — 2 lines”, “Quote Q-89545398 drafted for Mwangi Hardware — 42,300.00 KES — waiting for Send”, “Quote … sent”, “Order #… placed”, “Invoice … paid”, “Enquiry received via whatsapp”. You only see the events your permissions cover. Older loads the next page.
Moving. What moved this period against the previous one (7 or 30 days, following the period picker): products and categories with quantities requested and ordered and the order value, lead sources with their counts, and Why this and not that — the biggest rises and falls with the number behind each. A quote-only store compares requested quantities; the rest compare order value.
Other panels. Sales pipeline (value of open opportunities), Feed health, Orders by status bar chart, and Accounts receivable (aging buckets: current / 1–30 / 31–60 / 61–90 / over 90 days; red only where money is overdue — click a bucket to open AR aging filtered to it).
Treat the dashboard as your morning routine: work the Work list top to bottom, read the Stream for what happened since you last looked, and check Moving once a week for what to stock and whom to call.