Homepage
Revenue, transactions, AOV, new customers, and top products at a glance.
Open in dashboardHomepage
Overview
Home is the first screen you land on after sign-in. It surfaces the metrics you need every morning — revenue, transaction count, average order value, new customers, and top-selling products — filtered by branch and date range. The page is read-only: use it to scan the state of the business, then jump into Analytics or Sales for detail.
When to use it
- Start of your shift, to compare yesterday against the target
- Comparing a week against the prior week
- Scanning top products to plan restocks
- Showing a quick snapshot to an investor or owner who doesn't need full analytics
How to use it
Video tutorial coming soon
- Pick the date range in the header picker. Your choice persists across sessions.
- Pick branches in the branch selector — single or multi-select. Also persists across sessions.
- Scan the metric cards at the top — revenue, transaction count, average transaction value, new customers.
- Review the revenue line chart — shows revenue over time, one line per selected branch when multiple are picked.
- Review top products — the widget at the bottom lists your best sellers. Click a row to jump into that product's detail page.
- (Optional) Connect Zoho Books — if you're pushing sales to Zoho accounting, you can connect your account directly.
Tips & gotchas
- The "No stores found" empty state means the account has no branches yet — OWNER can create one from the CTA.
- Home numbers respect the day start time set in Settings -> Organization. If your day starts at 6 AM, midnight-to-6 AM sales belong to the previous day.
- Date range and branch filter each have their own persistence per page — Home remembers its own, Sales remembers its own, and so on.
- The top-products widget is a scrollable list with a max height — don't expect pagination.
- All roles can view Home. Only OWNER can create branches from the empty state.