Dashboard Overview

Your Digit Tally dashboard at https://app.digit-tally.io is your central hub for managing your business. This guide explains all dashboard features and how to use them effectively.

Dashboard Layout

The dashboard is divided into several key sections:

1. Top Navigation Bar - Workspace selector, app menu, notifications, profile
2. Workspace Cards - Quick access to each micro-frontend app
3. Key Statistics - Business performance metrics
4. Recent Activity - Latest transactions and actions
5. Quick Actions - Frequently used features
6. Financial Summary - Revenue, expenses, and profit overview

[SCREENSHOT: Complete dashboard view at https://app.digit-tally.io]

Workspace Cards

The workspace cards provide quick access to all 5 micro-frontend applications.

Sales App Card

What's Displayed:

• Total invoices created this month
• Outstanding invoice amount
• Paid invoice amount
• Number of customers

Quick Actions:

• Create New Invoice
• View All Invoices
• Add Customer

[SCREENSHOT: Sales app workspace card with statistics]

Clicking the Card:

• Opens Sales App at https://sales.digit-tally.io
• Shows full sales dashboard with detailed analytics

Suppliers App Card

What's Displayed:

• Total purchase orders this month
• Outstanding payments to suppliers
• Total suppliers
• Recent purchase invoices

Quick Actions:

• Create Purchase Order
• Add Supplier
• Record Purchase Invoice

[SCREENSHOT: Suppliers app workspace card with statistics]

Clicking the Card:

• Opens Suppliers App at https://suppliers.digit-tally.io
• Shows supplier management dashboard

Accounting App Card

What's Displayed:

• Current month revenue
• Current month expenses
• Net profit/loss
• Bank account balance

Quick Actions:

• View Reports
• Bank Reconciliation
• Generate Financial Statement

[SCREENSHOT: Accounting app workspace card with financial metrics]

Clicking the Card:

• Opens Accounting App at https://accounting.digit-tally.io
• Shows financial reports dashboard

Payslip App Card

What's Displayed:

• Number of employees
• Total payroll this month
• Pending payslips
• PAYE tax collected

Quick Actions:

• Generate Payslip
• Add Employee
• View Payment History

[SCREENSHOT: Payslip app workspace card with payroll statistics]

Clicking the Card:

• Opens Payslip App at https://payslip.digit-tally.io
• Shows payroll management dashboard

Key Statistics Section

The statistics section provides a high-level overview of your business performance.

Available Metrics

Metric	Description	Time Period
Total Revenue	Sum of all paid invoices	Current month / Year-to-date
Total Expenses	Sum of all expenses and purchases	Current month / Year-to-date
Net Profit	Revenue minus expenses	Current month / Year-to-date
Outstanding Receivables	Unpaid customer invoices	Current total
Outstanding Payables	Unpaid supplier invoices	Current total
Cash Flow	Money in vs money out	Current month
Invoice Count	Number of invoices created	Current month
Customer Count	Total active customers	Current total

[SCREENSHOT: Key statistics cards showing all metrics]

Viewing Different Time Periods

1. Click the date range selector above the statistics
2. Choose from preset ranges:
   • Today
   • This Week
   • This Month (default)
   • Last Month
   • This Quarter
   • This Year
   • Year-to-Date
   • Custom Range
3. Statistics update automatically to reflect the selected period

[SCREENSHOT: Date range selector with options expanded]

Real-Time Updates

Statistics update in real-time as you create invoices, record payments, or add expenses. Refresh the dashboard (F5) to see the latest data.

Recent Activity Feed

The activity feed shows the latest actions across all workspaces and apps.

Activity Types

Activity	Description	Example
Invoice Created	New invoice generated	Invoice #INV-001 created for ABC Ltd
Payment Received	Customer payment recorded	Payment of NGN 50,000 received for INV-001
Receipt Generated	Payment receipt issued	Receipt #REC-001 generated
Credit Note Issued	Credit note created	Credit Note #CN-001 for NGN 5,000
Customer Added	New customer in database	Customer "XYZ Corp" added
Purchase Order Created	New PO issued	PO #PO-001 created for supplier
Report Generated	Financial report created	Profit & Loss report generated
Payslip Issued	Employee payslip created	Payslip for John Doe - January 2026

[SCREENSHOT: Recent activity feed with various activity types]

Using the Activity Feed

1. Scroll through recent activities in the feed
2. Click any activity item to navigate to the related record
3. Filter activities by type using the filter dropdown
4. Search activities using the search box at the top

Filter Options:

• All Activities (default)
• Sales Activities
• Supplier Activities
• Accounting Activities
• Payroll Activities
• Team Member Activities

[SCREENSHOT: Activity feed with filter dropdown open]

Quick Actions Panel

The quick actions panel provides one-click access to frequently used features.

Available Quick Actions

Sales Actions:

• Create Invoice
• Add Customer
• Generate Receipt
• Issue Credit Note

Supplier Actions:

• Create Purchase Order
• Add Supplier
• Record Purchase Invoice

Accounting Actions:

• View Profit & Loss Report
• Bank Reconciliation
• Generate Trial Balance

Payroll Actions:

• Generate Payslip
• Add Employee

[SCREENSHOT: Quick actions panel with all action buttons]

Customizing Quick Actions

1. Click Customize at the top right of the quick actions panel
2. Drag and drop actions to reorder them
3. Toggle actions on/off based on your workflow
4. Click Save to apply changes

[SCREENSHOT: Quick actions customization interface]

Keyboard Shortcuts

Many quick actions have keyboard shortcuts. Hover over any action button to see the shortcut displayed in a tooltip.

Financial Summary Section

Get a visual overview of your financial health with charts and graphs.

Revenue vs Expenses Chart

Chart Type: Bar chart or line graph

What It Shows:

• Monthly revenue (green bars)
• Monthly expenses (red bars)
• Net profit/loss (line overlay)
• Comparison across 6 or 12 months

[SCREENSHOT: Revenue vs Expenses chart showing 6 months data]

Chart Controls:

• Toggle between bar chart and line graph
• Switch between 6-month and 12-month view
• Download chart as PNG or PDF
• View detailed data table

Cash Flow Chart

Chart Type: Area chart

What It Shows:

• Money coming in (customer payments)
• Money going out (supplier payments, expenses)
• Net cash flow trend
• Current cash position

[SCREENSHOT: Cash flow area chart]

Invoice Status Breakdown

Chart Type: Donut chart or pie chart

What It Shows:

• Percentage of paid invoices (green)
• Percentage of pending invoices (yellow)
• Percentage of overdue invoices (red)
• Percentage of draft invoices (gray)

[SCREENSHOT: Invoice status donut chart]

Interactive Features:

• Hover over segments to see exact numbers
• Click a segment to filter the invoice list
• Toggle between percentage and amount view

Outstanding Invoices Widget

See at-a-glance which customer invoices need attention.

Widget Information

Column	Description
Invoice Number	Invoice reference number
Customer	Customer name
Amount	Total invoice amount
Due Date	Payment due date
Days Overdue	Number of days past due (if applicable)
Status	Pending, Overdue, or Partially Paid

[SCREENSHOT: Outstanding invoices widget with sample invoices]

Color Coding

• Green - Due in more than 7 days
• Yellow - Due within 7 days
• Red - Overdue
• Orange - Partially paid

Widget Actions

1. Click any invoice row to view full details
2. Click Send Reminder to email the customer
3. Click Record Payment to mark as paid
4. Click View All to see complete invoice list

Top Customers Widget

Track your most valuable customers based on purchase volume.

Displayed Information

Rank	Customer Name	Total Sales	Number of Invoices	Last Purchase
1	ABC Trading Ltd	NGN 500,000	12	Jan 25, 2026
2	XYZ Corp	NGN 450,000	10	Jan 28, 2026
3	...	...	...	...

[SCREENSHOT: Top customers widget showing top 5 customers]

Time Period:

• Select date range (This Month, This Quarter, This Year)
• Rankings update based on selected period

Workspace Selector

Switch between different workspaces (businesses or branches) from the dashboard.

Using the Workspace Selector

1. Click the Workspace Name in the top navigation bar
2. View list of all your workspaces
3. Click a workspace to switch to it
4. Dashboard and all apps update to show that workspace's data

[SCREENSHOT: Workspace selector dropdown with multiple workspaces]

Workspace Information Displayed

• Workspace name
• Business type (e.g., "Retail", "Services")
• Number of team members
• Last accessed date

Creating New Workspaces

Click + Create New Workspace in the workspace selector dropdown to add another business or branch. Each workspace maintains separate data.

Notifications Center

Stay informed about important events and updates.

Notification Categories

Business Notifications:

• Invoices paid or overdue
• Low stock alerts (if inventory enabled)
• Bank reconciliation required
• Tax filing reminders

System Notifications:

• New features released
• Scheduled maintenance
• Security updates
• Account expiry warnings

Team Notifications:

• Team member invited
• Permission changes
• Comments or mentions

[SCREENSHOT: Notifications dropdown with various notifications]

Managing Notifications

1. Click the bell icon in the top navigation
2. Unread notifications show a red badge with count
3. Click a notification to view details or take action
4. Click Mark All as Read to clear notifications
5. Access Notification Settings to customize preferences

Dashboard Customization

Personalize your dashboard to match your workflow.

Customization Options

Widget Management:

1. Click Customize Dashboard button
2. Toggle widgets on/off:
   • Financial Summary
   • Recent Activity
   • Outstanding Invoices
   • Top Customers
   • Quick Actions
   • Statistics Cards
3. Drag widgets to reorder them
4. Click Save Layout to apply changes

[SCREENSHOT: Dashboard customization mode with drag handles]

Theme Options:

• Light mode (default)
• Dark mode
• Auto (follows system preference)

Access: Profile Menu > Settings > Appearance

[SCREENSHOT: Theme selector in settings]

Mobile Dashboard

The dashboard is fully optimized for mobile devices.

Mobile Layout

Key Differences:

• Stacked single-column layout
• Collapsible sections
• Bottom navigation bar
• Swipeable workspace cards
• Simplified charts (optimized for small screens)

[SCREENSHOT: Mobile dashboard view on phone]

Mobile Quick Actions

Access quick actions from the floating action button (FAB):

1. Tap the + button in the bottom right corner
2. Expand the menu to see quick actions
3. Tap any action to execute

[SCREENSHOT: Mobile FAB menu expanded]

Mobile App

While Digit Tally is mobile-responsive, native iOS and Android apps are coming soon for enhanced mobile experience.

Dashboard Performance Tips

Loading Times

• Initial Load: 1-3 seconds on average
• Statistics Update: Real-time
• Chart Rendering: 0.5-1 second

Improving Performance

1. Reduce Visible Widgets - Hide widgets you don't use
2. Limit Chart Data - Use shorter date ranges (3 months vs 12 months)
3. Clear Browser Cache - Periodically clear cache for optimal performance
4. Close Unused Tabs - Too many open tabs can slow performance
5. Update Browser - Use the latest browser version

Troubleshooting

Common Issues

Issue: Statistics Not Updating

• Solution: Refresh the page (F5). Check your internet connection. Ensure you're viewing the correct workspace.

Issue: Charts Not Displaying

• Solution: Enable JavaScript in your browser. Try a different browser. Clear browser cache and cookies.

Issue: Workspace Cards Showing Wrong Data

• Solution: Verify you're in the correct workspace using the workspace selector. Switch workspaces and switch back.

Issue: Slow Dashboard Loading

• Solution: Reduce the number of visible widgets. Check your internet speed. Try accessing during non-peak hours.

What's Next?

Explore specific areas of the platform:

• Platform Navigation - Navigate between apps
• Sales App Overview - Start managing invoices and customers
• Create Your First Invoice - Step-by-step invoice creation

Dashboard Shortcuts

• Press Ctrl/Cmd + K to open global search
• Press Ctrl/Cmd + N to create a new invoice
• Press Ctrl/Cmd + , to open settings