Every company, its own books. 

Payment status split (paid, partial, unpaid), total revenue, unpaid balance, invoice count, gross revenue, total expenses and net profit with its margin, revenue and invoices over time, and the latest invoices. A period switch covers this week, this month, last month and the last three months.

Figures are aggregated on the server per workspace and per selected branch, and the analytics are cached, which halved the dashboard's load time.

Owners open the dashboard to answer one question: are we making money? Putting margin next to revenue answers it before they have to ask an accountant.

A profit & loss summary (gross revenue, total expenses, net profit, margin), cumulative cash flow, revenue vs expenses per day, and expenses by category as a chart and as a ranked breakdown.

Reports are computed from the invoice, expense and warehouse documents themselves, so every number on the page can be traced back to a record.

Spending is where small businesses leak money. Seeing marketing as 80% of expenses on one chart starts a conversation a ledger never would.

Totals for invoices, paid, unpaid and outstanding, plus billed vs paid and counts by status. Invoice cards show the customer, a branch-prefixed number (CAI-0007, ALX-0008), total, paid and outstanding, payment method, date and who created it, with print and delete actions. Filters cover ID, client name and phone, status, payment state, sort and period, and the list exports to Excel.

Invoice numbers are sequenced per branch, and payment status is derived from the paid amount (paid, partial or unpaid) rather than set by hand.

A business with two branches needs to know which branch issued which invoice. Branch-prefixed numbers make that obvious on paper as well as on screen.

Line items with product search, unit price, quantity and line total, and the available stock under each product. Client name and phone, paid amount, payment method (cash, Visa, transfer, wallet), the staff member creating it, and an internal note. The order summary shows subtotal, VAT, paid, remaining and the grand total.

Products are searched from the workspace catalogue with their live stock. VAT comes from the workspace setting, and a branch can override the rate. The stock shown is the same figure the products and warehouse pages use.

Selling something that isn't on the shelf is how stock records stop being trusted. Showing availability while the invoice is written prevents it at the source.

Totals for products, in stock, low stock and out of stock. Product cards show the SKU, stock level, selling and cost price, supplier, description and stock value, with search and filters by stock status and supplier. The warehouse module records incoming and outgoing stock and generates a warehouse invoice for each movement.

Incoming and outgoing stock are recorded as movements, and each movement creates a warehouse document. Stock value is cost × quantity, so the total matches the warehouse invoices.

Cost price next to selling price makes margin visible per product. Documenting every stock movement means a missing box can always be traced.

Branch cards with code, address, phone, notes, VAT override, assigned staff and the number of invoices issued, with details, staff and edit actions. A branch switcher in the sidebar scopes every page to one branch or all of them.

Branch is a field on every document, and the selected branch is applied as a query filter on the server, inside the workspace's own data.

Owners want one view of the company and managers want one view of their branch. A single switcher serves both without separate accounts.

Staff totals, active and inactive counts and the number of roles. Each staff card shows the role (warehouse staff, branch manager, sales rep, accountant), the number of permissions and the first few of them, with edit, deactivate and delete actions. A roles tab manages the bundles themselves.

Access is checked against named permissions (view invoices, create expenses, edit products…) inside the user's workspace, and a member can be deactivated instead of deleted.

A sales rep shouldn't see expenses and an accountant shouldn't edit stock. Granular permissions let one platform fit very different small teams.