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Dashboard

The Dashboard is the home screen of SolaBooks. It greets you by name, summarises your cash position, what you are owed, what you owe, and how revenue and expenses have moved over the last six months — with shortcuts to the day's most common tasks.

If your organization has not finished the setup wizard, opening the Dashboard sends you straight to the wizard instead.

What appears

The Dashboard is built from independent cards. Which ones load depends on your plan and your role — Owners and Managers see the full board; other roles see the parts they're allowed to work with.

  • A personalized greeting at the top, so you always know which account and organization you're in.
  • KPI cards — the key numbers at a glance: cash position, receivables, payables, and period income and expenses in your base currency.
  • Revenue and expense trends — a chart of the last six months, so you can see the direction of the business, not just today's balance.
  • Recent activity — the latest invoices, bills and journal entries, each linking straight to the document.
  • Notifications — items that need your attention, such as documents awaiting your approval or recurring runs that are due. Open the full list from the Dashboard panel under Manage → Notifications.

The Dashboard panel

Clicking Dashboard on the icon rail opens a panel with more than the home screen:

  • Finance Overview — the main dashboard described above.
  • Calendar Overview — the Calendar: every dated document on a month or week timeline.
  • Relationship Map — a visual explorer of how your documents and contacts connect. Pick a customer, supplier or document and see everything linked to it — the quotes that became invoices, the payments applied to them, the credit notes involved — drawn as a map you can click through. Use it when you're untangling a customer's history and a flat list isn't enough.
  • Sales Overview, Purchases Overview, Reports Overview — summary pages for each side of the business.
  • Manage → Notifications and Settings Overview.

Step by step

  1. Open SolaBooks. You arrive on the Dashboard.
  2. Use the date-range picker to switch between This Month, This Quarter, This Year, or a custom range. The cards re-compute.
  3. Click any card title to open the underlying list or report (for example, the receivables card opens the aging report).
  4. From the Dashboard panel, open Calendar Overview, Relationship Map, or the Sales / Purchases / Reports overviews for a deeper view.

Behaviour and rules

  • Currency: amounts shown are in your organization's base currency. On multi-currency plans, foreign-currency amounts are converted for display.
  • Missing cards: a card hides when your role doesn't allow you to see its underlying records, or when your plan doesn't include the feature. If your Dashboard looks unusually empty, ask your workspace administrator, or check Settings → Plan & Features.
  • Freshness: cards refresh on each load. Large organizations may take a few seconds to paint all cards on first open.

Related

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