Dashboard
Overview & KPIs
How to read the SmartBookz GoldLoan dashboard cards and charts — explained for shop staff.
What is this page?
Open Dashboard from the left sidebar (/dashboard) to see summary cards and charts for your selected branch.
This page helps you prioritize — for example, follow up on collections or spot unusual expenses — before you open detailed modules.
Why you use this page
- See today’s picture without running full reports.
- Notice income vs expense trends.
- Jump to Pledge Master or Daily Register when something needs action.
What you see on the screen
What you will see on the screen
- Dashboard — page title at the top.
- Summary cards — counts and amounts about pledges and business health (labels vary by your plan).
- Income / expense charts — visual trend over time.
- Top Expenses — which expense categories cost the most recently.
- App bar branch — dashboard numbers are for the branch shown at the top.
Dashboard overview with KPI cardsPlace screenshot at
public/docs/screenshots/dashboard/overview.pngStep-by-step: use the dashboard each morning
Log in and check branch
Top app bar → confirm company and branch are correct.
Open Dashboard
Left sidebar → Dashboard.
Scan summary cards
Read pledge-related totals and any “due” or collection hints your screen shows.
Check charts
Income vs expense — is spending unusually high?
Top Expenses — any surprise category?Open detail modules
If something looks off:
- Pledge Master for loan list
- Daily Register for every voucher that day
- Reports for Balance Sheet / Profit and Loss
What happens when you only view the dashboard?
- Nothing is saved — viewing does not change pledges or accounts.
- Numbers refresh when you reload the page or when background data loads.
- Charts use the date range built into each widget (often current period).
Tips
| Tip | Why |
|---|---|
| Same branch all day | Wrong branch = wrong KPIs |
| Match Daily Register | If totals disagree, filters or branch may differ |
| Use Activity Logs for “who changed it” | Dashboard does not show user history |
If something goes wrong
| Problem | What to do |
|---|---|
| Dashboard empty | Branch may have no transactions yet; check date if filter exists |
| Numbers look old | Refresh browser; wait for loading to finish |
| Cannot open Dashboard | Ask admin for dashboard permission |
| Card does not match Pledge Master | Different filters — open Pledge Master and compare date/status |