Dashboard

The Dashboard is the first screen you see after signing in. It gives a quick overview of the shop for a chosen period: paid sales, number of sales, open repair tickets and products running low, plus trend charts, a list of things that need attention and shortcuts to common tasks. Nothing on the Dashboard changes data; each item takes you to the screen where the work is done.

Who can use this

• Everyone in the shop can open the Dashboard: Owner, Manager, Shop Manager and Team Member.
• The sales figures and trends need access to reports. The Owner always has it; other staff only if the Owner has allowed them to view reports.

See Roles and permissions.

Before you start

• For meaningful sales figures, sales must have been paid in POS checkout.
• For low-stock signals, products need a Low-stock threshold above 0. See Catalog.

Key concepts

Term	Meaning
Period	This week (Monday to today), This month (the 1st to today) or This year (1 January to today). This month is selected when you open the page. Days follow your shop's local time.
Paid sales	The total of paid sales started in the period. Refunded and voided sales are left out.
Transactions	The number of those sales.
Open repair tickets	Repair tickets that are not yet Collected or Cancelled, whatever the period.
Low stock	The number of products at or below their low-stock threshold.

What you see

1. Good morning (or afternoon/evening) with your shop name. If your shop has several locations, a Location line shows which one you are viewing.
2. The period switch: This week, This month, This year.
3. Four cards: Paid sales, Transactions, Open repair tickets and Low stock.
4. Performance trends: charts for Total sales, Number of sales, Average revenue and Repair tickets. Switch with Show accumulated values / Show daily values and Show bar chart / Show area chart.
5. Needs attention: rows such as "2 ready for pickup", "3 low-stock products" or "1 unread notifications". If nothing is waiting, you see "Nothing needs attention right now."
6. Quick actions: Check in repair, New sale, Add customer, Add product.
7. Recent repair tickets: the four newest tickets.
8. Low-stock products: up to four products at or below their threshold, with the number of units.

At the top, the Dashboard also shows First steps with Kadenio, a checklist with Start free trial, Make a sale, Create a repair ticket, Set up payment methods, Add shop information and logo and Create a product. Each step has Open (or Review once done). When all steps are complete, you can select Hide completed steps.

How to review the shop for a period

1. Open Dashboard in the sidebar.
2. Select This week, This month or This year.
3. Read the four cards and the Performance trends charts.

How to act on something that needs attention

1. In Needs attention, select the row, for example "2 ready for pickup".
2. Kadenio opens the right screen: Workshop, Inventory or Notifications.

How to start a common task

1. In Quick actions, select the task.
2. Kadenio opens the screen: Check in repair opens Workshop, New sale opens Checkout, Add customer opens Customers & bikes, and Add product opens Products & services.
3. On that screen, select New repair ticket, Add customer or Add product or service to start.

Selecting a ticket under Recent repair tickets opens the workshop queue.

Rules to know

• Sales count on the day they were started (when Pay was selected).
• Only products with a low-stock threshold above 0 can show as low stock.
• If your sales use more than one currency, Paid sales shows Multiple currencies instead of a total.

What happens next

Viewing the Dashboard changes nothing. The figures refresh when you open the page again or switch period.

Not available in this version

• Live updating while the page is open.
• Custom dashboards or choosing your own charts.
• Picking your own date range on the Dashboard. Use End of day or Reports and exports.

Common questions / problems

Symptom	Cause	What to do
"The shop overview could not be loaded."	You are not allowed to view reports, or there is a connection problem	Select Try again. If it continues, ask the Owner for access to reports.
"Loading your shop overview…" does not finish	The shop setup is not complete	Contact Kadenio support.
Paid sales shows "—"	No sales data for the period	Check that sales were paid in the period.
A sale paid today is missing	It was refunded or voided, or it was started on an earlier day	Check Sales history.
A product is not in Low-stock products	Its threshold is 0, or it is a service or a bicycle tracked by frame number	Set a Low-stock threshold on the product in Catalog.

Related pages

• End of day
• Reports and exports
• Workshop
• Inventory
• Notifications
• Glossary