Dashboard
Dashboard
What the SmartBookz GoldLoan dashboard is for and which guide to read next.
What is this page?
The Dashboard is your morning summary — quick numbers about pledges, money in and out, and trends. It does not replace detailed lists like Pledge Master or Daily Register.
Route: Dashboard (/dashboard).
Who uses the dashboard?
| Role | Typical use |
|---|---|
| Branch manager | Check collections and overdue feel at a glance |
| Owner | Compare income vs expenses charts |
| Counter staff | May only open it occasionally — most work is in Customers and Receipts |
Guides in this section
Read KPIs and charts
Overview & KPIs — how to read each card and chart.
Drill into detail
Use sidebar: Pledge Master, Daily Register, Reports when you need line-by-line data.
Tips
- If dashboard numbers look wrong, compare the same day in Daily Register.
- Always confirm the branch in the top app bar matches the shop you are checking.