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Dashboard Overview

The dashboard is the first thing you see when you log in. Here's what every number and section means.


Summary cards (top row)

CardWhat it means
Total MembersAll active member profiles in your account
New MembersMembers added in the current month
Total SalesTotal revenue from product sales this month

Outstanding dues (middle section)

These three cards show money that hasn't been collected or paid yet:

CardWhat it means
Sales ReceivableCustomers who bought products but haven't paid the full amount yet
Purchase PayableAmounts you still owe to your suppliers
Wallet Recharge DuesMembers who enrolled in a package but haven't paid in full
tip

Click any dues card to go directly to the Dues page filtered for that type — so you can act on them immediately.


Recent Sales

A quick list of the latest sales invoices — who bought what and the payment status. Click any row to open the full sale.


Quick Actions

Shortcuts to the most common tasks:

  • New Sale — start a product sale
  • New Counter Sale — start a shake/meal prep order
  • Recharge Wallet — add a package to a member
  • New Purchase — record a stock purchase

Low Stock Alerts

Products that are running low or out of stock appear here. Click a product to view its inventory detail.


Understanding payment status badges

You'll see these throughout the app:

BadgeMeaning
🟢 PaidFully paid, nothing outstanding
🟡 PartialPart of the amount has been paid, remainder is due
🔴 PendingNo payment has been recorded yet