Probiz365Help Center Open App

Dashboard

Your business at a glance — sales, income, expenses, and key charts.

Where: Sidebar → Dashboard

What You'll See

The dashboard displays real-time KPIs and charts filtered by warehouse (if applicable):

Screenshot: Dashboard with KPI cards and charts

Warehouse Filter

If your business uses multiple warehouses, use the warehouse selector at the top of the dashboard to filter all widgets to a specific location. Users restricted to certain warehouses will only see data for their assigned warehouses.

Permission requiredThe dashboard permission controls whether you see full dashboard widgets. Without it, only a welcome message is displayed.
TipUsers without record_view permission typically see dashboard data scoped to their own sales activity.