> ## Documentation Index
> Fetch the complete documentation index at: https://docs.snishop.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Snishop ERP Dashboard: Your Business Command Center

> The Snishop ERP dashboard gives every role a personalized real-time view of key business metrics, quick actions, and performance at a glance.

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.

> [tab] Owner
>
> 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

> [tab] Admin
>
> As an admin, your dashboard focuses on operational efficiency and team activity:
>
> * **Operational Summary** — pending tasks, open orders, and outstanding invoices at a glance
> * **Recent Activity Feed** — a live log of actions taken across all modules by your team
> * **Upcoming Tasks** — reminders and scheduled items across Finance, HR, and Inventory
> * **Quick Actions Bar** — one-click access to the most common admin tasks
> * **Stats Cards** — revenue, expenses, and profit figures for operational awareness

> [tab] Cashier
>
> As a cashier, your dashboard is optimized for speed at the point of sale:
>
> * **Order Queue** — a real-time list of active and pending orders waiting to be processed
> * **POS Quick Launch** — a prominent button that opens the Point of Sale module in one click
> * **Today's Sales Summary** — your personal transaction count and total sales for the current shift
> * **Recent Transactions** — a scrollable list of your most recent completed sales
> * **Shift Status** — shows whether your shift is open or closed and how long it has been running

> [tab] Accountant
>
> As an accountant, your dashboard prioritizes financial accuracy and reporting readiness:
>
> * **Finance Overview** — outstanding receivables, payables, and current cash position
> * **Account Balances** — current balance per account, highlighting any accounts with unusual activity
> * **Budget vs. Actual** — a side-by-side comparison for each expense category
> * **Upcoming Tax Deadlines** — reminders for PPh21 reporting and other compliance dates
> * **Recent Transactions** — the latest recorded income and expense entries across all accounts
> * **Export Quick Links** — fast access to generate P\&L, Cash Flow, and Balance Sheet reports

## 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:

| Widget | Description |
| - | - |
| **Stats Cards** | Displays revenue, expenses, and profit as summary numbers for a selected date range |
| **Cash Flow Chart** | A line or bar chart showing money in vs. money out over days, weeks, or months |
| **Budget Progress** | Progress bars comparing actual spending against each budget category |
| **Net Worth** | A running total of assets minus liabilities — your business's true financial position |
| **Upcoming Tasks** | A checklist of scheduled reminders and pending items from all modules |
| **Recent Activity** | A chronological feed of every action taken across your workspace |
| **AI Recommendations** | Proactive insights powered by Dual Brain AI, surfacing anomalies and opportunities |
| **Financial Calendar Heatmap** | A monthly grid where each day is colored by revenue intensity |

## 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.

> [!TIP]
>
> 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.


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