Dashboard (Home)
The Dashboard is the first screen you see after logging in. Think of it as the front page of your business — in a single glance you can see how today is going, how the month is shaping up, what's selling, who your best customers are and how your team is doing.
How to open it: choose Dashboards › Dashboard, or click your business name at the top-left of any screen.
Quick overview
The Dashboard has:
- Store information strip – your store, subscription, message balances, petty cash and last sync
- Filters – at the top-right, pick the store and the dates you want to look at
- Early renewal offer – shows up only when a renewal discount is available
- Summary cards – today's sales, the period's sales, wallet, customers, feedback
- Total Sales Per Day chart
- Target Progress Overview
- Top 25 Services and Top 25 Products
- Product Inventory – products running low
- Wallet Membership Sales / Wallet Advance Recharge
- Top Package Sales and Top Membership Sales
- Sales by Payment Type chart
- AI Smart Insights
- Top 50 Customers
- Upcoming Birthdays and Anniversaries
- Expenses
- Employee Attendance
- Top Employees
- Loyalty Points
Plus a few reminders and pop-ups that appear only when something needs your attention.
1. Store information strip
The strip under the title tells you the essentials about the store you're looking at:
| Item | What it tells you |
|---|---|
| Store | The store you're currently viewing, with its ID underneath — handy to quote when you contact support |
| License | When your subscription for this store expires, with a badge showing how many days are left, and when it was activated. Details opens your Subscriptions page in a new tab |
| SMS balance | How many SMS messages you have left |
| WhatsApp balance | How many WhatsApp messages you have left. If it says Unavailable, press Refresh to try again |
| Petty cash | The cash currently kept at the store for small expenses |
| Last sync | The last time your billing counter sent its data to Back Office. If nothing has arrived for a day or more, a warning badge shows how many days it has been — check that your billing computer is switched on and connected to the internet |
2. Choosing the store and dates
At the top-right, next to the title, you'll find:
- From and To – the period you want to look at. When you open the Dashboard, these are set to the 1st of this month up to today.
- Store – which store's numbers to show.
- Refresh (🔄) – press this after changing the dates or store to update the whole Dashboard.
- Sales trends – jumps to a detailed chart of how your sales are moving over time.
- Help – opens help for this page.
Just below the title, a row of links lets you switch to the other dashboards: Dashboard, Profitability, Employee Utilization, and Multi Store (shown only if you manage more than one store).
💡 Tip: The Dashboard remembers the store you picked. Other screens will open on the same store too.
3. Early renewal offer
When your subscription is coming up for renewal and a discount is available, a banner appears near the top. It tells you:
- how much you'll save and on which store,
- the renewal price before and after the discount,
- when your subscription expires, and
- how long the offer is valid.
To use it:
- Click Renew now & save – the coupon is applied for you automatically.
- Or click the coupon code to copy it, if you'd rather renew from another device.
If you have more than one store with an offer, click View all offers to see them together. The offer pop-up shows at most once a day, so it won't keep bothering you — choose Remind me later to close it.
4. Summary cards
A row of cards gives you the headline numbers. Returned bills are not counted.
| Card | Big number | Small print underneath |
|---|---|---|
| Daily sales | Sales for the To date (today, unless you change it) | Yesterday: sales for the day before, so you can compare |
| Monthly sales | Total sales between the From and To dates | Last month: total sales for the whole previous month |
| Wallet | Wallet sales in the selected period | Load: the value loaded into customer wallets. Last month: wallet sales last month |
| Customers | Number of unique customers who were billed in the period (someone who visited three times counts once) | Bills: total number of bills in the period |
| Feedback | How happy customers were, from their ambience, behaviour and service ratings. 100% means every rating was Excellent (5 stars) | The same score in stars out of 5, and Responses: how many customers sent feedback |
A small arrow next to the sales and wallet figures shows whether they're up or down compared with yesterday or last month.
5. Total Sales Per Day
A simple chart with one point for each day in your selected period. It's the quickest way to spot your busy days, slow days, and any sudden dips.
6. Target Progress Overview
If you've set monthly goals for your store, this table shows how you're doing against them.
| Column | Meaning |
|---|---|
| Metric | What's being measured — service, product, package, membership and membership wallet sales, total customers and new customers |
| Target | The goal you set |
| Actual | What you've achieved so far in the selected period |
| Progress | Actual as a percentage of the target |
| vs Target | How far ahead (+) or behind (–) you are |
Haven't set targets yet? Click Set targets in the corner of this box. See Targets for how.
7. Top 25 Services and Top 25 Products
Two side-by-side lists of your best sellers in the selected period.
| Column | Meaning |
|---|---|
| Service Name / Product Name | The item |
| Qty | How many were sold |
| Sales Amount | How much money they brought in |
Use these to see what your customers love — and which items might deserve a promotion.
8. Product Inventory
Products that have dropped to (or below) the minimum quantity you set for them, so you know what to reorder.
| Column | Meaning |
|---|---|
| Product | The product |
| Min | The minimum you want to always have in stock |
| Stock | How many you have right now |
| To order | How many you need to order to get back to the minimum |
This list is always based on your current stock, whatever dates you've picked.
9. Wallet Membership Sales / Wallet Advance Recharge
Customers who bought a wallet membership or topped up their wallet in advance during the period.
| Column | Meaning |
|---|---|
| Customer | Who bought it, with the purchase date underneath |
| Plan | The wallet membership or recharge they bought |
| Paid | What the customer paid |
| Credit | What went into their wallet to spend |
10. Top Package Sales and Top Membership Sales
Your best-selling packages and memberships in the period, showing each one's Name, Qty sold, Price and Revenue.
11. Sales by Payment Type
A chart showing how your customers paid — cash, card, UPI and so on. Any change handed back to customers is already subtracted from the cash figure, so the numbers match what's actually in your till.
12. AI Smart Insights
Rather than making you study the charts, this box reads them for you and writes out the key points in plain sentences.
Sales highlights may tell you, for example:
- 🔥 your best sales day and 📉 your quietest day in the period,
- 📊 your average daily sales,
- 📈 whether sales went up or down in the last 7 days compared with the 7 days before,
- 💡 days with unusually high or low sales,
- 📅 which day of the week usually does best and which is usually weakest,
- 💡 simple suggestions, like running offers on your best day or a campaign on your quietest one.
How customers paid may tell you:
- 💰 which payment method brought in the most money,
- 💳 what share of payments were digital (anything other than cash),
- ⚠️ payment methods that are hardly being used.
💡 Tip: Insights work best with at least two weeks of data. Pick a longer date range if you want more meaningful patterns.
13. Top 50 Customers
Your 50 most valuable customers in the period.
| Column | Meaning |
|---|---|
| Customer | The customer |
| Membership | Any membership they hold |
| Bills | How many times they were billed |
| Revenue | How much they spent |
A great list to thank, reward or invite to special offers.
14. Upcoming Birthdays and Anniversaries
Two lists, Upcoming Birthdays and Upcoming Anniversaries, of customers with a birthday or anniversary coming up. Each shows the date and any Membership or Wallet the customer holds. Perfect for sending wishes or a special offer.
💡 You can send wishes automatically — see Marketing › Birthday Reminder Settings and Marketing › Anniversary Reminder Settings.
15. Expenses
Expenses recorded at the store in the selected period — the date, a description (what it was and its expense category), and the amount, with the total at the bottom.
16. Employee Attendance
Every active staff member at the store, with their first check-in (In) and last check-out (Out) on the To date (today, unless you change it). A blank means they haven't checked in on that day.
17. Top Employees
How each staff member is doing in the period. There's one row per person, with their Services, Products, Packages, Memberships and Wallet sales, and the number of different Customers they served.
Under each number, a smaller "of …" figure shows that person's target. No figure means no target has been set for them.
Click Set targets in the corner to give your staff monthly goals. See Targets.
18. Loyalty Points
If you run a loyalty points programme, this section shows how it's going.
Summary cards
| Card | Meaning |
|---|---|
| Active Loyalty Customers | Customers who earned or used points in the period |
| Points Earned (selected dates) | Points customers earned between the From and To dates. It's 0 if nobody earned points in that period, even when customers still hold older points |
| Points Redeemed (selected dates) | Points customers used in the period |
| Outstanding Points (at end date) | Points customers still hold and can use on the To date, counted from the day they started earning. The small print shows what these points are worth in money — this is what you'd give away if everyone used their points |
| Revenue from Loyalty Customers | Sales from customers in your loyalty programme |
| Redemption Rate | Points used as a percentage of points earned. The label underneath tells you if this is Healthy, Low (customers aren't using their points — maybe remind them) or High |
| Points Expiring Soon (Next 30 Days) | Points that expire within 30 days from today, whatever dates you picked, and how many customers they belong to |
Charts
- Points Earned vs Redeemed Trend – are customers using the points they earn?
- Outstanding Points (Liability) Trend – is the total of unused points growing or shrinking?
- Points Expiring Soon – a ring chart of points expiring in the next 90 days, split into three bands that don't overlap: within 7 days, 8 to 30 days and 31 to 90 days. Its total and customer count cover all 90 days, so it's larger than the 30-day card.
💡 Tip: Points about to expire are a great reason to message a customer — "You have 500 points expiring this week, come in and use them!"
Reminders and pop-ups
Now and then the Dashboard will show a message when something needs your attention.
| You'll see | When | What to do |
|---|---|---|
| License expiry reminder | One or more of your stores' subscriptions has expired | Click Renew next to the store. Each store shows how many more days its data is kept — renew within that time to avoid losing that store's data |
| Messaging recharge reminder | One or more stores is low on SMS or WhatsApp messages | Click Recharge now so your customer messages keep going out |
| Early renewal offer | A renewal discount is available | See Early renewal offer |
| License expiring soon (red note in the corner) | Your store's subscription is about to expire | Click the note to open your Subscriptions page and renew |
| Invalid GST Number (red note in the corner) | The GST number saved for your store isn't valid | Click the note to open Store Settings and correct it |
| Your SimplePOS is ready to install | A store doesn't have the SimplePOS billing app set up yet | Click Get SimplePOS to download it, or Remind me later |
| Announcement | Invoay has an important update for you | Read it and click OK |
Frequently asked questions
Why do my Dashboard numbers look different from a report? Check that both are set to the same store and the same dates. The Dashboard's Daily sales card only looks at the To date, while Monthly sales covers the whole From–To range.
Why is "Last sync" showing an old time? Your billing counter sends its data to Back Office over the internet. If the billing computer is off or offline, new bills won't show here until it reconnects.
Why is a table empty? There's simply no data for that store and date range — for example, no packages were sold. Try a wider date range.
Can I see all my stores at once? Yes — if you have more than one store, use the Multi Store Dashboard.