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knowledge base
Dashboard Widgets Overview
The LimaPay dashboard features several interactive widgets designed to give you real-time insights into your business performance. Each widget is carefully positioned to help you monitor sales, profit, inventory, and activities at a glance.
? 1. Monthly Profit Widget
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Purpose: Shows your total profit for the current month.
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How It Works: Automatically calculates your revenue minus expenses from sales and operational data.
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? Helps you quickly see if you're gaining or losing.
? 2. Sales Widget
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Purpose: Displays your total sales volume for the month.
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How It Works: Summarizes the amount from all paid and pending invoices.
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? A quick indicator of your current performance.
? 3. Overdue Invoices Widget
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Purpose: Highlights total unpaid or overdue invoices.
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Why It Matters: Helps you stay on top of outstanding payments and manage follow-ups.
? 4. Total Products Widget
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Purpose: Shows the number of products or services currently in your system.
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? Helpful for managing your stock and keeping your catalog updated.
? Graphs and Charts (Below the Widgets)
These give you visual data summaries:
? Monthly Sales Graph
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Type: Line chart or area chart
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Shows: Sales trend across months
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? Use it to track growth or identify slow months.
? Profit vs. Loss Bar Chart
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Shows: Monthly breakdown of profit, loss, and gross income
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? A great way to understand your business health.
? Chart of Accounts
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Type: Pie chart
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Displays: Income and expenses by account category
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? Gives a clearer view of where money is coming from and going.
? Recent Invoices Widget
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Lists the most recently created invoices.
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Includes customer name, invoice number, total amount, and status.
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? Click to quickly view or edit those invoices.
???? Activity Log / Login History
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Tracks user activity, logins, IP addresses, and locations.
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? Useful for security, audits, and accountability.