Your dashboard at a glance

The owner dashboard opens on a live summary of the business. Use it for a quick daily check, then open the detailed page when a number needs explaining.

Today's position

The top of the page shows:

• Available balance — money Swipee can make available for cash-out; recorded cash, card-terminal, and mobile-money sales do not enter it
• Today's sales — completed takings since midnight
• Weekly volume — the current seven-day view of trade

Cash-out is hidden in the dashboard during the pilot, so the balance card is informational for most merchants.

This month's business health

Estimated profit improves as you record item costs and business expenses. A missing cost can make margin look better than it is; open Reports to see cost coverage.

Revenue flow and alerts

The daily bars show sales by day. Use Analytics for more sales detail and Reports for profit, stock value, and sell-through.

Transactions shows the completed count. Inventory Alerts shows how many tracked items are at or below their low-stock level and names the lowest item when available.

Recent activity

Search the recent transaction list by description, reference, payment method, or status. Select View All for the complete transaction history and correction tools.

If a number looks wrong

1. 1
   Check that the date and currency are the ones you intend to compare.
2. 2
   Open Transactions and locate the underlying sales.
3. 3
   Check Expenses for missing or duplicate spending.
4. 4
   Open Settings → Needs Checking for offline-sale differences.
5. 5
   Check cost coverage on Reports before trusting a margin figure.

Next steps

• Read your sales, profit, and stock reports
• Record business expenses
• Find a transaction