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Dashboard Overview

1. View Financial Summary​

Scenario: User views key financial metrics​

  • Given the User is on the Dashboard Page
  • Then User can see summary cards with:
    • Supplier Dues
    • Customer Dues
    • Total Profit Today
    • Total Profit This Month

Example: Store owner John starts his day by checking the Dashboard. At a glance, he can see that there are currently 0 in Supplier Dues, 0 in Customer Dues, and that today's profit so far is 0. He also notices that the month's profit to date is 0. This quick overview helps him understand the business's current financial position without navigating to detailed reports.

2. Access Quick Actions​

Scenario: User performs common actions from the dashboard​

  • Given the User is on the Dashboard Page
  • When User clicks on any of the action buttons:
    • Supplier Invoice
    • Customer Invoice
    • Add Quotation
    • Add Expense
    • Add Inventory
  • Then User is directed to the corresponding action page

Example: Inventory manager John needs to add new stock that just arrived. Instead of navigating through multiple menus, she goes to the Dashboard and clicks the "Add Inventory" button. The system immediately takes her to the inventory creation page, allowing her to quickly record the new items.

Scenario: User views profit trend for the last 7 days​

  • Given the User is on the Dashboard Page
  • Then User can see a line chart showing "Last 7 Day's Profit"
  • And The chart displays daily profit values from March 13 to March 19

Example: Finance manager John wants to check if there are any unusual patterns in recent profits. On the Dashboard, he examines the "Last 7 Day's Profit" chart, which shows a flat line at zero across all days from March 13 to March 19. This indicates no profit has been recorded in the past week, prompting him to investigate whether there have been no sales or if there might be an issue with profit calculation.

4. View Most Profitable Categories​

Scenario: User analyzes most profitable product categories​

  • Given the User is on the Dashboard Page
  • Then User can see a pie chart titled "Most Profitable Categories"
  • And The chart shows the distribution of profits across different product categories

Example: Marketing director John is planning a promotion and wants to focus on high-profit categories. On the Dashboard, she checks the "Most Profitable Categories" pie chart. Currently, the chart appears empty (no data shown), indicating that no categories have recorded profits yet. She makes a note to check back after the system has collected more sales data.

5. Monitor Top Selling Products​

Scenario: User identifies best-performing products​

  • Given the User is on the Dashboard Page
  • Then User can see a line chart titled "Top Selling Products"
  • And The chart displays sales data for the last seven days from March 13 to March 19

Example: Product manager John needs to make inventory purchasing decisions based on what's selling well. On the Dashboard, he reviews the "Top Selling Products" chart showing inventory sales from March 13 to March 19. Currently, the chart shows a flat line at zero, indicating no product sales have been recorded in the last week. This helps him understand that he needs to investigate why sales are not occurring before making any purchasing decisions.