Dashboard Overview

10 hours ago
help_content
3 minutes

The dashboard is the central tool of your Hsabati platform. It provides you with a quick and clear overview of all your daily activities. Here is a detailed guide to help you make the most of it.

  1. Main Menu of Your Account
    The main menu is your gateway to the platform’s various modules. It allows you to quickly access all the essential sections of your Hsabati account, such as client management, quote creation, invoice viewing, and much more. Each icon or menu option is clearly defined for smooth and quick navigation.
  2. Search Bar
    The search bar lets you quickly find any information available on the platform. Whether you’re looking for a specific client, invoice, task, or even a product, just type a few keywords and the system will display relevant results in an instant. This saves valuable time and allows you to directly access the item you’re looking for.
  3. Your Profile
    By clicking on your profile icon, you can access all your personal information: name, contact details, and other preferences. Next to the profile icon, you will also find important items like:
  • Notifications: Alerts and reminders about your recent activities.
  • Task List: Direct access to your tasks.
  • Settings: Adjust your account settings according to your needs (preferences, security, etc.).
  1. Quick Actions
    Quick actions allow you to perform multiple operations with just a few clicks. You can:
  • Create an invoice, a client, a task, a quote.
  • Add a prospect, a contract, or an expense.

These features are designed to save you time and simplify your daily management. For example, if you need to send an invoice quickly, just click on the appropriate option, fill in the necessary information, and you’re done!

  1. Excluding Tax Revenue
    On the dashboard, you can track the evolution of your excluding tax revenue over a monthly or yearly period. These figures are essential for measuring your business performance and making the best decisions. You can also compare the performance of one month to another or one year to the next.
  2. Sales Sorting
    You can sort your sales based on several criteria:
  • By product categories: to know which product is selling the best.
  • By clients: to identify your most important clients.
  • By geographic origin: based on your clients’ country or city, which helps you better understand your market and target your business actions.
  1. Growth Graphs
    The graphs on the dashboard give you an overview of the evolution of your sales and purchases, both monthly and annually. These graphs are interactive and allow you to easily visualize trends and variations in your performance over time. This helps you better adjust your business strategies.
  2. Integrated Calendar
    The calendar gathers all important information related to your activities:
  • Deadlines to meet.
  • Invoices to pay or send.
  • Checks to deposit.
  • Tasks to accomplish.
  • Contracts to sign.

This calendar allows you to easily track various dates and ensure you don’t miss anything important. Everything is just a click away, giving you an overview of your upcoming commitments.

For more detailed tutorials, feel free to visit our help center: https://help.hsabati.com/