Understanding the Dashboard
Learn what you see on the Dashboard and how to move around Cashvio with the sidebar, in-page tabs, and the command palette.
What is the Dashboard?
The Dashboard is the first screen you see after logging in. It greets you, shows how your business is doing for the selected period, highlights anything that needs your attention, and gives you shortcuts to the most common actions.
At the top right of the Dashboard you can switch the time period for all numbers and charts: Today, This Week, or This Month.
Banners
Directly under the greeting, the Dashboard may show one dismissible banner with an important next step — for example, putting your online store live or installing the app on your device. Once you dismiss it or complete the action, it disappears.
Quick Actions
A row of quick-action tiles gives you one-tap access to the most common tasks:
| Action | What it does |
|---|---|
| New Sale | Opens the full-screen sale (POS) screen |
| View Orders | Opens the orders list |
| View Products | Opens the product catalogue |
| Manage Inventory | Opens the inventory list |
| Add Customer | Opens the new-customer form |
Important
The Dashboard adapts to your permissions and plan features. You only see quick actions and sections for the things you are allowed to access.
Needs Attention
The Needs Attention list shows urgent items with live counts, each linking straight to the filtered list:
- Pending orders — orders waiting to be processed
- Unpaid orders — orders with outstanding payment
- Overdue payments — scheduled payments past their due date
- Low stock — products at or below their reorder point
- Pending returns — return requests awaiting review
If there is nothing urgent, this section stays hidden.
Sales Overview
Four KPI cards summarize your performance for the selected period, each with a comparison against the previous period:
| Card | What it shows |
|---|---|
| Total Revenue | Payments received in the period |
| Total Orders | Number of orders created |
| Average Order Value | Revenue divided by the number of orders |
| Gross Profit | Revenue minus product costs |
Below the cards, two charts show your store visits and top products. Click View All to open the full Reports section.
Sidebar Navigation
On the left side of the screen (right side in Arabic) is the sidebar — a flat list of the main sections, plus a pinned New Sale button that is always available:
| Item | What it covers |
|---|---|
| Dashboard | The main overview |
| Sales | Orders — with in-page tabs for Returns, Refunds, and Overdue Payments |
| Catalogue | Products — with tabs for Categories, Options, and Coupons |
| Inventory | Stock — with tabs for Low Stock, Adjustments, Purchase Orders, and Suppliers |
| Customers | Customer list and profiles |
| Online Store | Your storefront settings |
| Reports | Analytics and reports |
| Team | Users — with a tab for Roles & Permissions |
| Settings | General settings, Stores, Channels, Plan & Features, and Account |
Related pages are grouped as tabs at the top of each section rather than sidebar submenus. For example, opening Sales shows tabs for Orders, Returns, Refunds, and Overdue Payments.
On mobile devices, the sidebar becomes a bottom navigation bar with the most important items. Tap More to reach everything else.
Command Palette (Quick Search)
Press Ctrl+K (or Cmd+K on Mac), or click the search icon in the top bar, to open the command palette. Type to jump to any page or action — for example "refunds", "add product", or "delivery zones" — without navigating menus.
Language, Theme, and Support
In the top bar you will find:
- Language switcher — Switch between English and Arabic instantly.
- Profile menu — Toggle between dark mode and light mode, open your account settings, or log out.
- Support — Open the live support chat.