Your dashboard is where you can see the health of your business at a glance and in real-time! 


You can see your profits, sales, expenses and your cash balance for today, last week, or even for last month. If bar charts and line graphs are new to you, feel free to contact Coach. 


Accessing Your Dashboard


Your dashboard is the first screen you see once you log into your Oze Business App. (See image below). You can also view your dashboard by clicking on 'the dashboard icon' at the bottom of the screen. 




Reading Your Dashboard


Your dashboard is made of 3 critical sections:


1. The cash overview section: This gives you insight into your cash flow. You can see your inflows and outflows for the day, week or month. You can also filter with the calendar icon. (see image below)


2. The business performance section: This shows if your business is making a profit or loss based on the sales and expenses recorded. At a glance, you can see the health of your business. You can also filter with the calendar icon to see more days. (see image below)


3. The sales details section: This section highlights all matters concerning sales. It shows:

  1. The number of sales you have made
  2. The average sale size
  3. The units of items sold
  4. Average units sold
  5. Total discounts offered
  6. Your top selling customers

This information is presented for the day, the week and the month. You can also filter with the calendar icon to see more days. (see image below)




Filtering Your Dashboard


You might be interested in seeing your sales and expenses for a certain period of time. 


Kindly use the steps below to filter your dashboard: 


  1. On the Dashboard screen, click the calendar icon in the top right corner. (see image above)
  2. Pick your start and end date. Make sure it’s in the past-- you need to have data to have anything on your chart. 


This will show you the data from that period.