The Dashboard is your command centre. It refreshes automatically and reflects real-time data from your invoices, purchases, and inventory.

Think of it as your daily business health check. Open it every morning before you start your day to know:

• How much did I sell yesterday / this week / this month?
• What is my current inventory value?
• Who owes me money?
• Am I running low on any critical stock?

Everything on the dashboard is a live number — it updates the moment an invoice is saved, a purchase is recorded, or a payment is received.

Today's Sales / This Week / This Month: These cards show your total revenue for the selected time period. The number reflects the grand total of all invoices created in that period, including both paid and unpaid (credit) invoices.

Sales vs. Previous Period: A comparison indicator (green arrow up or red arrow down) shows whether your current period sales are higher or lower than the equivalent previous period. For example, "This Week" is compared to "Last Week." This instantly tells you if your business is growing or declining.

Number of Invoices: The count of invoices created in the period. Combining this with total sales gives you average order value — a useful metric for understanding whether growth is coming from more customers or higher spending per customer.

Gross Profit: The difference between your total sales revenue and your total purchase cost (cost of goods sold). This is the money left over after paying your suppliers — before operating expenses like rent, salary, and utilities.

If your Gross Profit % is falling over time, it means either your purchase costs are rising or you are giving more discounts. Both warrant investigation.

Total Stock Value: The total value of all products currently in your inventory, calculated at their purchase (cost) price. This is your inventory asset — the money you have tied up in stock.

Low Stock Alerts: A count and list of products that have fallen below their minimum stock threshold. Click this card to see the full list of at-risk products. Reorder these immediately to prevent stockouts.

Out of Stock: Products with zero stock. These are invisible to customers on your online store and cannot be invoiced (or can be invoiced with a warning). Review and restock or archive these products.

Dead Stock / Slow Movers: Products that have been sitting in your inventory for a long time without being sold. Dead stock ties up cash. Consider running a promotion, reducing the price, or returning to the supplier.

Top Selling Products: Your highest-volume products by quantity sold. Use this to ensure you always have adequate stock of your bestsellers and to understand what drives your revenue.

Total Outstanding (Receivables): The total amount your customers owe you across all unpaid and partially paid invoices. This is money that should be in your bank account but isn't yet.

If this number is large relative to your monthly revenue, you may have a collection problem. Use the Clients section to identify and follow up with high-balance debtors.

Overdue Invoices: Invoices past their due date. These are listed with the customer name, amount, and how many days overdue. Prioritise collection of the oldest overdue invoices first.

Total Payables: How much you owe your suppliers across all unpaid purchase bills. Monitor this against your cash position — you need sufficient cash to pay suppliers when their invoices come due.

The Reports section (accessible from the sidebar under Analysis or Reports) provides deeper, filterable data for accounting, tax, and business analysis.

Sales Report:

• Filter by date range, product, category, client, or agent
• Shows invoice-by-invoice detail or daily/weekly/monthly summaries
• Exportable to Excel for your accountant

Profit Report:

• Shows gross profit per product, per category, or per time period
• Profit % by product helps you identify which products are most profitable
• Agent-wise profit breakdown shows which agents generate the most margin

GST Report:

• GSTR-1 compatible summary of all outward supplies (sales)
• GSTR-3B compatible summary for monthly filing
• Breakdowns by GST slab (0%, 5%, 12%, 18%, 28%)
• Shows CGST, SGST, and IGST separately for interstate sales

Inventory Report:

• Current stock levels for all products
• Stock movement history (inward from purchases, outward from sales)
• Batch-wise stock detail (which batches have how much quantity remaining)

Purchase Report:

• All purchase bills in a date range
• Supplier-wise purchase analysis
• Purchase vs. Sales comparison to understand inventory turnover

Client Report:

• Top clients by sales volume
• Outstanding balances by client
• Client-wise sales history

The dashboard typically shows 1–3 trend charts:

Revenue Trend (Line Chart): Shows daily or weekly revenue over the past 30 days. An upward trend is growth. Look for patterns — are weekends stronger than weekdays? Does the month-end see a spike (corporate bulk orders)? Do you slow down in certain months seasonally?

Top Products Chart (Bar Chart): Shows your top 5–10 products by revenue or quantity. Products that consistently appear here are your core revenue drivers. Make sure you never run out of stock on these.

Payment Status Breakdown (Pie/Donut Chart): Shows the proportion of sales that are Paid vs. Credit vs. Partial. A growing "Credit" slice means your cash conversion is slowing down — customers are taking longer to pay.

EzDukkan is designed to make your CA's (Chartered Accountant's) life easier at the end of each quarter.

To export:

1. Go to Reports.
2. Select the report type (Sales, GST, Purchase, etc.).
3. Set the date range to your financial quarter (April–June, July–September, October–December, January–March).
4. Click Export to Excel or Download PDF.
5. Send to your accountant.

What your accountant will need:

• GST Report (for GSTR filing)
• Sales Report (for P&L)
• Purchase Report (for expense tracking and ITC)
• Outstanding Receivables (for balance sheet)

All of these are available in EzDukkan Reports with a single filter and download.

Why doesn't my dashboard match my bank balance? The dashboard shows invoice totals, including credit (unpaid) invoices. Your bank balance only reflects what has actually been received. The difference is your total outstanding receivables. This is normal and expected in any business that extends credit.

My sales numbers seem wrong. What should I check? First, check if the date filter is set correctly (today, this week, this month, custom range). Second, check if you accidentally saved invoices as drafts instead of final invoices — drafts do not count as sales. Third, verify that the invoices are not in a "cancelled" status.

Can I see profit per invoice? Yes. Go to the Invoices list, find the invoice, and click to view its detail. The invoice detail page shows the profit for each line item based on the purchase cost from the stock batch that was used.

How do I see which staff member made which sales? If you use multiple counters or have staff assigned to specific counters, filter invoices and reports by counter number. This acts as a proxy for staff performance (assuming each counter is staffed by one person).

Can I schedule automatic reports to be emailed? Scheduled report delivery by email is on the product roadmap. Currently, reports must be generated and exported manually.