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 dashboard — setup checklist, KPI tiles and needs-attention list
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 |
| Add a category | Organize your catalog so buyers can browse | Add |
| Add your first product | Opens Products with the create dialog ready | Add |
| Set up pricing | Create your first price list | Set up |
| 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. A row of clickable tiles summarizes the chosen period; each opens the matching page: Revenue (with % change), Orders, Avg order value, Open AR (“outstanding” receivables), Customers, Products, Catalog health (“avg completeness”), and Feeds (“all healthy” or “N failing”).
The “Needs attention” panel. Subtitle: “Open items across your workspace.” Every row is a count with a link — this is your daily to-do list:
| Row | Where it takes you |
|---|---|
| RFQs to quote | Sales → RFQs |
| Quotes in progress | Sales → Quotes |
| Overdue invoices | Sales → AR aging |
| Returns to review | Sales → Returns |
| Products awaiting moderation | Marketplace → Catalog moderation |
| At-risk accounts | Customers → Account health |
| Low-stock items | Operations → Inventory |
| Products missing required data | Catalog → Data health |
| Feeds failing to build | Settings → Feeds |
When there is nothing to do it says “You’re all caught up” — “Nothing needs your attention right now.” (During initial setup it says “Finish setting up your store” instead.)
Other panels. Sales pipeline (value of open opportunities), At-risk accounts, Low stock (“At or below reorder threshold”), Feed health, Top products (“By revenue this month”), Orders by status bar chart, Recent orders, Accounts receivable (aging buckets: current / 1–30 / 31–60 / 61–90 / 90+ days), and the Revenue trend line chart (which reads “No sales in this window yet.” until you have sales).
Treat the dashboard as your morning routine: glance at the tiles for trend, then work the Needs attention list top to bottom.