The widgets
The list of dashboard widgets, what each one shows and where its data comes from.
The dashboard is made up of independent widgets, shown in a fixed order from top to bottom. The Customize window lets you hide the ones you do not need; this page describes each of them, in the order they appear on screen.
- The recent transactions of the period.
- The best customers, ranked by revenue.
- The unpaid invoices, with their count.
- Each row shows the customer, the due date and the remaining balance.
The app's ten widgets
| Widget | What it shows | Data source |
|---|---|---|
| Statistics | The four-column indigo block: Revenue, VAT due, Transactions, Profit | Period statistics, bank synchronisation, unpaid invoices |
| Bank link | One card per synchronised account, the Cash register and the Total cash | Bank Sync and cash movements |
| Sales / purchases balance | Sales excl. tax and Expenses excl. tax, percentages and two-colour bar | Period statistics |
| Charts | Sales evolution (Revenue incl. VAT and Expenses, bars or areas) and the Sales distribution tab | Financial series for the period |
| Best sellers | Up to 10 products ranked by quantity sold: number of sales, price, stock gauge if stock is managed | Invoice lines for the period |
| Latest transactions | The last 10 movements: document number or reason, bank or payment method, date, signed amount | Transactions for the period |
| Top customers | Up to 10 customers ranked by revenue, with the number of documents and the country flag | Invoices for the period |
| Unpaid invoices | Table of open invoices with due date, delay in days, remaining amount, status and Download button | All unpaid invoices, regardless of the period |
| Geographic areas | Up to 10 postcodes ranked by revenue, with city, flag, number of customers and documents | Invoices for the period and customer records |
| « Accès rapides » (quick access) | « Ventes/Article » (sales by item), Reports, VAT declaration, Loyal customers, Periodic reports tiles | Navigation |
- Click Customize.
- The panel opens.
- Every widget is listed, in screen order.
- Hidden widgets are listed here.
- Done saves the layout.
Useful details
Statistics. The VAT column changes its title according to the sign of the balance: VAT due or VAT recoverable. The Transactions column only shows the Bank balance line if a bank is linked.
Best sellers. The first three ranks are gold. If stock management is active in the catalogue, a gauge shows the remaining stock: red at zero, amber below the alert threshold, green otherwise. Clicking a product opens its record.
Latest transactions. A transfer reconciled with the bank carries the bank's logo and colour; the other movements carry the payment method icon. A document number is a link to the invoice or purchase; a line without a document shows its reason, or Unknown.
Unpaid invoices. The badge in the header counts the open invoices. A passed due date comes with the delay (-112d) and the Overdue status; otherwise the status is Unpaid. The amount shows the remaining balance above the total.
Geographic areas. The ranking groups customers by postcode and country; a customer without a postcode is not included.
The Best sellers, Top customers and Geographic areas widgets are hidden automatically when the period contains no sales, even if they are switched on in Customize.
Widgets reserved for the web version
The Today's Tasks (tasks, agenda, VAT deadlines), Upcoming appointments, Payment plans, Credits and Monthly expenses widgets exist on web.novadesko.com but not in the app. The Overview (summary mode for the key figures) and the Record a settlement button on the VAT card are also reserved for the web.
Each list ends with a View all link that opens the full screen: catalogue, transactions, customers or invoices. Use it rather than the sidebar to keep the context of the period.