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Dashboard

The Dashboard is the landing page after login - a configurable set of widgets giving an at-a-glance view of the business, backed by dedicated /api/dashboard/* endpoints per widget so each one loads independently.

Widgets

  • Stats & sales charts - headline sales figures and trend charts over the selected date range and branch
  • Cheque realization forecast - upcoming cheques expected to clear, by date
  • Cash-flow forecast - projected cash position from known receivables/payables
  • Reorder suggestions - items below their reorder point, computed from real sales velocity (this is the data INFI’s auto-draft Purchase Request automation reads from - see INFI AI Assistant)
  • Logistics summary - open deliveries/receipts in flight
  • Sales forecast - projected sales based on historical trend
  • POS terminal status - which terminals are online/active
  • Bank balances - current balance per company bank account
  • Top-selling items - best performers over the selected period
  • AR/AP aging - receivables/payables broken down by how overdue they are
  • Payment methods today - today’s takings split by payment method
  • Incoming deliveries - expected supplier deliveries

Configuration

Which widgets a user sees is admin-configurable per business under Settings → Dashboard Widget Visibility (permission dashboard.configure) - not every widget needs to be shown to every role.