# Read your dashboard

> See sales, profit, top products and stock alerts for any date range and any store in one screen.

Source: https://docs.bakasir.com/en/docs/portal/dashboard

Video tutorial (2:13): [Read your dashboard](https://media.bakasir.com/bakasir-media/docs-video/portal-dashboard/portal-dashboard.mp4), subtitles: https://media.bakasir.com/bakasir-media/docs-video/portal-dashboard/portal-dashboard.en.vtt



The **Dashboard** is the first page you see after signing in. It answers the questions an owner asks every day: how much did I sell, how much did I earn, what sells best and what is running out. This tutorial takes about 3 minutes.

## Before you start

- You are signed in to the **Business Portal** as an Owner or Manager. Cashiers (the Staff role) do not get the business dashboard: they see a **Your workspace** card with a button to open the register.
- You have made at least one sale. Before that, the cards show a short message instead of numbers.

## Steps




### Open the Dashboard

Click **Dashboard** in the left menu. At the top you see a greeting, your store name, the current date and time, and your **Timezone**. A green **Active Cashier** chip shows who has the register open right now.




### Choose a date range

Click the date button at the top right and pick **Today**, **Yesterday**, **Last 7 days**, **Last 30 days**, **This month** or **Last month**. For any other period, pick **Custom range**, choose the dates and click **Apply**. Every number on the page follows this range.




### Choose the store

If your business has more than one outlet, click the button with your store name at the top of the left menu and choose an outlet. The Dashboard then shows only that outlet. **Manage Store** in the same list opens your business settings.




### Read the main chart

The large card shows **Sales** for the range, with the change against the previous period. Switch the chart between **Sales**, **Profit** and **Transactions**. For a single day the chart is shown **By hour**, and for longer ranges **By day**.




### Check the quick numbers

Below the chart, small cards show **Transactions**, **Avg Sales Value**, **Item Sold** and **New Customer**. Beside them you find **Profit margin**, the **Payment methods** used, and the totals for **Purchases** and **Refunds**.




### Find your busiest hours

The **Peak hours** heat map shows which weekday and hour is **Busy** or **Quiet**. Use it to plan shifts and promotions. **Sales mix** shows which categories bring in the most money.




### Review products and stock

**Top Products** lists your best sellers. **Low Stocks** lists items that are almost gone or **Out of stock**. Click **Review stock** to open the Stock Monitor.




### Follow recent activity

The **Activity** card lists the latest transactions with their status. Click **View transactions** for the full list. When shifts are recorded, a **Shift** card compares the sales of each shift.




### Open Today's Summary

Click **Today's Summary** for a detailed view of today: net sales, discounts, tax, returns, gross and net profit, purchases, stock value, new customers, low stock and who is on duty.




## How the numbers are counted

- **Sales** count completed sales only. A new online order is a transaction, but it becomes sales revenue only when it is completed.
- **Profit** is net sales without tax, minus the cost of the goods sold. **Net profit** in Today's Summary also subtracts your expenses.
- **Refunds and returns** are shown separately, so they are not subtracted twice.
- **Dates and hours** follow the **Timezone** in **Settings → System**.

## Tools at the top of the page

- **Search** (or press Ctrl+K, or Command+K on a Mac) finds pages, products, transactions and customers from any screen.
- **Open POS** starts the cashier. If Web POS is off for your business, it shows where to download the Desktop and Android apps instead.
- The **bell** lists notifications such as low stock alerts, and lets you approve or decline requests from your cashiers.
- **Fullscreen** hides the browser chrome, which is handy on a shop screen.

## Tips

- **On a phone**, the bottom bar has **Dashboard**, **Search**, **Menu**, **Sales** and **Account**. **Menu** opens every module.
- **Compare periods.** Pick **This month**, then **Last month**, and watch the comparison under the main figure.
- **Something looks wrong?** See [Help and troubleshooting](https://docs.bakasir.com/en/docs/getting-started/support.md).

## Next steps

- [Read your reports](https://docs.bakasir.com/en/docs/portal/reports.md)
- [Control your stock](https://docs.bakasir.com/en/docs/portal/inventory.md)
- [Add and manage products](https://docs.bakasir.com/en/docs/portal/products.md)