When you log in, the dashboard is the first thing you see. It is a live summary of your business, pulled straight from your ledger, so it is always up to date. When your workspace is brand new it will look mostly empty; the numbers fill in as you start entering transactions.
Two views
The dashboard has two tabs:
- Overview: your key numbers, money owed, money owing, sales, purchases, and more.
- Workflow: a visual map of how documents flow through ZyncLedger, useful when you are learning how the pieces connect.
The Overview widgets
The top of the Overview shows four headline cards:
| Card | What it tells you |
|---|---|
| Receivables | Total your customers owe you, and how much of it is overdue |
| Payables | Total you owe your suppliers, and how much is overdue |
| Sales This Month | This month's sales, with the trend against last month |
| Purchases This Month | This month's purchases, with the trend against last month |
Below them are a set of chart and list widgets:
- Sales chart: sales over time, viewable by day, week, or month.
- Items by Category: what is selling, grouped by product category.
- Top Customers and Top Products: your best customers and best-selling products.
- Customer Aging and Supplier Aging: how overdue your receivables and payables are, in time buckets.
- Cash Flow: money in versus money out, split by cash and bank.
- Outstanding Invoices and Supplier Payments Due: what to collect and what to pay next.
- Stock Alerts: products at or below their reorder point.
- Today's Reminders: anything due today.
Make it yours
The widgets are a grid you can rearrange. Drag a widget to reorder it, and use each widget's own range selector (for example 1, 3, 6, or 12 months) to change the period it covers. Your layout is remembered for next time.
Nothing on the dashboard is something you edit directly. It is a window onto the data you enter elsewhere, so the fastest way to bring it to life is to set up your master files and start recording transactions.
