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Dashboard Overview

The Dashboard is your control center in LKG Billing. It provides a quick overview of your business performance and easy access to all features.

📊 Dashboard Layout​

When you first log in, you'll see the Dashboard with several key sections:

Dashboard Overview

Key Dashboard Components​

  1. Navigation Menu - Access all application features
  2. Summary Cards - Quick stats (Total Customers, Products, Invoices, Revenue)
  3. Recent Activity - Latest invoices, payments, and transactions
  4. Quick Actions - Fast access to common tasks
  5. Charts & Graphs - Visual representation of your business data

🧭 Navigation Menu​

The main navigation menu (usually on the left or top) provides access to:

  • Dashboard 🏠 - Return to the main overview
  • Customers 👥 - Manage customer information
  • Products 📦 - Manage products and services
  • Invoices 📋 - Create and manage invoices
  • Payments 💰 - Track and record payments
  • Reports 📊 - Generate business insights
  • Settings ⚙️ - Configure application preferences

📈 Summary Cards​

The dashboard displays important metrics at a glance:

Total Customers​

Shows the total number of customers in your database.

Sample Value: 127 Customers

Total Products​

Displays the number of products/services you offer.

Sample Value: 45 Products

Total Invoices​

Count of all invoices (draft, sent, paid, overdue).

Sample Value: 342 Invoices

Total Revenue​

Your total income from paid invoices.

Sample Value: ₹12,45,670.00

Understanding the Numbers

Click on any summary card to view detailed information for that category.

🎯 Quick Actions​

Quick action buttons let you perform common tasks instantly:

  • ➕ New Invoice - Create an invoice immediately
  • 👤 Add Customer - Quickly add a new customer
  • 📦 New Product - Add a product to your catalog
  • 💵 Record Payment - Log a payment received

📊 Charts & Visualizations​

The dashboard typically includes:

Revenue Chart​

Visual representation of your revenue over time (daily, weekly, monthly).

Invoice Status Distribution​

Pie chart showing:

  • Paid invoices (green)
  • Pending invoices (yellow)
  • Overdue invoices (red)
  • Draft invoices (gray)

Top Customers​

List of customers with highest transaction volumes.

Recent Invoices​

Table showing your latest invoices with:

  • Invoice number
  • Customer name
  • Amount
  • Status
  • Due date

🔔 Notifications & Alerts​

Look for notification icons that show:

  • Overdue invoices
  • Pending payments
  • System messages
  • Important updates

💡 Dashboard Tips​

Pro Tips
  1. Bookmark the Dashboard - Set it as your browser homepage for quick access
  2. Check Daily - Review overdue invoices and pending payments regularly
  3. Use Quick Actions - Save time by using the quick action buttons
  4. Monitor Trends - Watch the revenue chart to understand business patterns
  5. Set Goals - Use the metrics to track your business growth

🎨 Customizing Your Dashboard​

Depending on your settings, you may be able to:

  • Rearrange widgets
  • Show/hide specific sections
  • Choose date ranges for charts
  • Set default currency and language

Visit Settings to customize your dashboard experience.

🚀 Next Steps​

From the dashboard, you can navigate to:

Ready to manage customers? Click Next to learn about customer management! 👉