Dashboard

Beginner · 5 min · Getting started

Your home screen in Stockivio: where you are in setup, what needs attention today, and shortcuts into every module.

Dashboard

Screen layout sketch — the screenshot will appear here once it is added.

Why and when you use it

This is the first screen you see after you log in, so it is built to answer three questions fast: how is the business doing today, what is waiting for me, and where do I go next. Owners use it as a morning check. Accountants and office staff use the Quick Actions to jump straight into work without hunting through the menu.

Before you start

Log in with your Stockivio user
Finish at least the first steps of Business Setup so the figures mean something

Step by step

Read the headerThe top of the screen shows your business name and a Health score badge. The badge is a quick signal of how complete and tidy your data is; a low score usually means setup or data checks are still pending.
Scan the KPI tilesLook at Today's Sales, Today's Purchases, Cash Position, Outstanding Receivables, Outstanding Payables and Inventory Alerts. Receivables is money customers owe you; Payables is money you owe suppliers.
Use Quick Actions for daily workQuick Actions gives one-click entry to Create Invoice, Create Purchase, Add Product, Receive Payment, Record Expense and Create Customer. These open the same screens you would reach from the sidebar.
Clear Approvals WaitingIf your team sends requests for approval, they appear under Approvals Waiting. Open each one and decide, so work is not held up.
Pick up where you left offContinue Working lists what you were last doing, and Recent Activity shows the latest entries made in your business, by you and your team.
Open a module tileUnder Modules, tiles are grouped as Your industry, Operations, Finance, People and Tools. Click a tile to open that module.
Ask the AI AssistantThe AI Assistant panel lets you ask a question about your business in plain words, if your plan includes AI or you have added your own key.

Worked example

Anil Sharma runs Sharma Traders, an FMCG distributor in Jaipur. At 9:30 am on 12 Nov 2026 he opens Stockivio before the salesmen Ravi and Imran leave for their routes.

He reads the KPI tiles: Today's Sales ₹0 (the day has just begun), Outstanding Receivables ₹4,85,000, Outstanding Payables ₹2,10,000.
Inventory Alerts shows 6 items, so he notes them for a purchase order later.
Under Approvals Waiting there is one request from the office; he opens it and decides.
A customer, Gupta Kirana Store, calls to say they have sent money, so he clicks Receive Payment in Quick Actions.
After saving the payment he comes back to the Dashboard and sees Outstanding Receivables drop.

Result: In five minutes Anil knows his cash position, his stock problems and his pending approvals, and has recorded one receipt without opening the menu.

💡 Tips

Make the Dashboard your browser start page so the day begins with the numbers.
If a tile looks wrong, open the screen behind it (for example Receivables) and check the entries there; the tile only summarises them.
Use Continue Working to return to a half-finished invoice or bill instead of starting a new one.
Watch the Health score badge while you set up; it should rise as you complete Business Setup.

⚠️ Common mistakes

Treating the KPI tiles as the books. They are a summary; for exact figures run the matching report.
Ignoring Approvals Waiting. Pending requests can hold up your team's work for days.

सवाल

What is the difference between this Dashboard and the Stockivio ERP screen?

This home Dashboard covers the whole system, including setup progress and every module. The Stockivio ERP screen is the overview inside the ERP menu, focused on sales, money and stock.

Why do I not see some module tiles?

You only see modules your plan and your role include. Check Feature Discovery or the Guide Book to see what else is available.

🎬 Video walkthrough (script — recording coming soon)

Scene 1: Log in and land on the Dashboard; point to the business name and Health score badge.
Scene 2: Pan across the six KPI tiles and explain receivables vs payables in one line.
Scene 3: Click Receive Payment in Quick Actions and show it opens the payment screen.
Scene 4: Return and show Approvals Waiting and Recent Activity.
Scene 5: Show the module tile groups: Your industry, Operations, Finance, People, Tools.
Scene 6: Close on Continue Working as the way back into unfinished work.