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The Snishop ERP dashboard is your command center — the first screen you see when you log in and the fastest way to understand how your business is performing right now. Rather than showing the same data to everyone, the dashboard adapts to your role, surfacing the metrics and tools that matter most to you so you can make informed decisions without digging through menus.

Role-Based Dashboard Views

Each user role sees a tailored layout when they open the dashboard. The system automatically detects your assigned role and renders the appropriate view.
As the business owner, you get the broadest view of your company’s financial health. Your dashboard surfaces:
  • Full Financial KPIs — total revenue, total expenses, gross profit, and net profit for the selected period
  • Profit & Loss Summary — a condensed P&L snapshot comparing this month vs. last month
  • Cash Flow Chart — a visual breakdown of money in vs. money out over time
  • Net Worth Tracker — real-time view of your business’s net asset position
  • Budget Progress — see how actual spending compares to your planned budget across categories
  • AI Recommendations — intelligent suggestions for cost-saving opportunities and growth actions
  • Financial Calendar Heatmap — day-by-day revenue intensity map to spot patterns and slow periods

Dashboard Widgets

The dashboard is composed of modular widgets that populate your view based on your role and preferences. Here is a complete list of available widgets across all roles:

Quick Actions Bar

At the top of every dashboard, you will find the Quick Actions Bar — a row of shortcut buttons that let you jump directly to the most common tasks without navigating through the sidebar. Common quick actions include:
  • + Add Transaction — opens the Finance module’s new transaction form
  • New Invoice — starts a fresh invoice in the Invoices module
  • Open POS — launches the Point of Sale interface immediately
  • Add Product — navigates to the Inventory product creation form
  • Run Payroll — jumps to the Payroll module’s monthly run wizard
The Quick Actions Bar is always visible at the top of your dashboard, giving you the fastest possible path to the tasks you perform most often.
The AI floating button (the glowing icon in the bottom-right corner of every screen) is always accessible from the dashboard and every other module. Click it at any time to ask Snishop’s Dual Brain AI a question about your business data, request a report summary, or get step-by-step guidance on any feature — without leaving the page you’re on.