Dashboard

Use the Posnic Dashboard

The dashboard is the operator's starting point: confirm the outlet, choose Today, This Week, This Month or This Year, read the permitted summaries and open the next task.

Menu path
Home -> Dashboard
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

frontend/modules/dashboard.html setup checklist, period buttons, quick actions, totals, best sellers and customer dues, frontend/static/script/js/modules/js/dashboard.js activeInActiveFilterButtons and overview rendering, api/src/models/dashboard.model.js getOverviewModel and period filters, demo.posnic.io dashboard captured on 2026-09-04

Dashboard starting pointConfirm the outlet, finish setup reminders and select the period before interpreting any figure.
This Month viewEvery dashboard summary refreshes to the selected Today, Week, Month or Year period.

Start With Outlet and Period

The dashboard is scoped to the signed-in shop context. Read the outlet name before using its totals, especially when an owner operates more than one branch.

Today is selected on entry. Today, This Week, This Month and This Year refresh the same cards for different periods; they are not independent reports that can be compared without checking the active button.

  1. Open Home -> Dashboard and confirm the displayed outlet or branch.
  2. Choose Today for current-shift orientation, This Week for a short trading view, This Month for the accounting month or This Year for the broad trend.
  3. Wait for the selected button and period labels beside Totals and Profit to update.
  4. Read the figures only after the new period label is visible.
  5. Open the detailed report before exporting, reconciling or making an accounting decision.

Dashboard Screen Map

AreaWhat it doesOperator action
Setup checklistFlags incomplete outlet identity or logo work.Complete the linked setup task or dismiss only when the owner accepts it.
Outlet panelShows the current store and period buttons.Confirm both before reading totals.
Quick actionsOpens New Sale, Sales History, Daily Report, Items and Add Item when permitted.Use these as navigation. Light styling is normal; denied actions are removed after permissions load.
TotalsShows sales, purchases, expenses, tax, UPI and cash for the active period.Use as a glance, then verify in the matching report.
ProfitShows revenue, cost of goods, gross profit, expenses, net profit and margin.Check the cost warning before trusting profit.
Best Selling ProductsRanks item activity for the selected period.Use it for operational attention, not as a stock count.
Customer DuesLists money customers owe the shop.Follow up through customer and payment records; an empty card means no current dues.
Header controlsProvides Add, language, full screen, shortcuts, theme, notifications and profile.Use only the control needed for the current task.

Read Totals Correctly

  • Total Sales is sales value for the active period, not cash in the drawer.
  • Total Purchase is stock received or purchased in the active period; it is not cost of goods sold.
  • Total Expenses comes from Cash Book expense records for the same context.
  • Total Tax is tax recorded on sales in the period.
  • Total Cash and Total UPI split payments by method labels recognized as cash or UPI; other tender types are not shown in these two cards.
  • Returns, partial returns, branch context and the chosen period can explain why dashboard and an informal till count differ.

Troubleshoot the Dashboard

SymptomLikely causeCheck
A total changed suddenlyAnother period button was selected or demo data reset.Active period label, branch and Sales History.
A quick action is missingThe signed-in role lacks the related module permission, or permissions have not finished loading.Wait for the dashboard to settle, then review User or Role access for Sales, Items or Reports.
Purchases show zeroNo receiving falls inside the active period/branch.Purchase report with the same dates and branch.
Cash is lower than salesSome sales used another tender or remain unpaid.Payment report, customer dues and register tally.
Best seller quantity looks unexpectedThe selected period or sale/return state differs.Sales report and item history for that exact period.
Setup reminders remainRequired branch identity fields are incomplete.Open the checklist link and save the outlet record.

Related Manual Pages

Dashboard Profit and Financials The Profit strip is a management estimate built from sale revenue, cost captured on each sale and Cash Book amounts. Missing costs, returns and Cash Book entry types must be checked before anyone treats it as accounting profit. Dashboard Notifications The bell combines a temporary realtime activity feed with low-stock status and optional browser push. It helps staff notice changes, but its badge and entries are not an audit log or task list. Reports Day-End Summary Day-End Summary is the owner and cashier close report for the selected date range and branch. It ties sold items, tender totals, discounts, tax and shop identity into one review. Settings Branches and Outlets Branch setup decides which outlet staff are standing in, what receipt identity prints, and which register names can be opened for cash control.