The Home screen has two views. Today is the ready-made operations board — what needs your attention right now. Insights is a dashboard you build yourself from charts and figures (revenue, collections, receivables aging, top customers, and more). Switch between them any time; your choice is remembered.
Before you start
- The figures come from your live sales, receipts, invoices, and stock — so a brand-new account shows small numbers or empty charts until you start trading.
- Your layout is saved on the device/browser you set it up on. If you sign in from a different computer, you may need to arrange it once there too.
Steps
Switch to Insights
- Open Home (the house icon, top-left).
- At the top-right of the greeting bar, click the Insights button in the Today | Insights switch. Your dashboard appears.
Add or remove widgets
- Click Customize (top-right of the Insights view).
- To add: click Add widget and pick from the list. It drops in at the bottom of the board.
- To remove: click the × on a widget's title bar.
- Click Done when finished.
Rearrange and resize
- Click Customize first — nothing moves until you do.
- Move a widget by dragging its title bar.
- Resize by dragging the bottom-right corner of a widget.
- Click Done to lock the layout.
Start over
- In Customize mode, click Reset to restore the standard set of widgets and their default arrangement.
Tips
- Every figure card and chart is clickable (when not customizing) and jumps to the full screen behind it — e.g. the receivables card opens the Aging report.
- The Collection rate gauge shows how much of today's invoiced value you've actually collected — green is good, red means money is still owed.
- Hotels get extra widgets (Occupancy, Arrivals, Departures) in the Add widget list automatically.
- Prefer the guided view? Switch back to Today — it needs no setup.
Common problems
- Charts look empty → there's no data for the period yet (e.g. no sales in the last 7 days). They fill in as you trade.
- I can't drag a widget → click Customize first; the board is locked until you do.
- My layout didn't follow me to another PC → layouts are saved per device. Arrange it once on each computer you use.
- A widget I removed is gone → click Customize → Add widget to put it back, or Reset to restore the full default set.