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Use The Dashboard First

Start here when you want a fast read on the business before opening a deeper module. Most dashboard tiles either summarize operational risk or link directly to the work queue where the issue should be handled.
Arcus Dashboard with KPI cards, revenue chart, order status chart, activity, action items, recent orders, and top products

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Primary KPI Cards

  • Total Revenue (MTD): month-to-date sales signal with trend context.
  • Open Orders: current working order volume, linked to Orders.
  • Unpaid Invoices: count and value of invoices or balances that need AR attention.
  • Low Stock Items: products below reorder thresholds or needing replenishment review.
Dashboard numbers may have different scopes A dashboard KPI is designed for quick triage. A module detail page, such as AR Aging or Financial Reports, may use a narrower accounting scope. When numbers differ, use the module detail page for final review.

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Secondary KPI Cards

  • Orders Today: orders created today.
  • Avg Order Value (MTD): mean order value, with median context when available.
  • Fulfillment Rate: how much eligible order volume has moved through fulfillment.
  • Outstanding AR: balance-due signal across a broader dashboard scope.
  • Payment Issues: accounts or payment methods that need review.
  • Manufacturing: open work orders, overdue work, and WIP value when manufacturing is enabled.
  • Days Sales Outstanding: collection-speed signal that links to the AR breakdown.
Do not use dashboard KPIs as final financial statements The Dashboard is for operational direction. Use Accounting reports, bank reconciliation, AR aging, AP aging, and period close tools for final accounting review.

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Charts And Work Queues

  • Subledger Drift: appears only when AR, AP, inventory, or sales tax is out of balance enough to need reconciliation review.
  • Delivery Alerts: late shipment and carrier exception work that needs customer-service follow-up.
  • AR Aging and AP Aging: aging buckets that drill into AR management or AP bills by bucket.
  • Revenue chart: month-by-month revenue trend.
  • Order status breakdown: order volume by current status.
  • Recent Activity: latest order, payment, invoice, and fulfillment changes.
  • Action Items: alerts that need operational follow-up.
  • Recent Orders: quick access to the newest order activity.
  • Top Products: products driving current-month sales.
  • Active Users: current user activity context for team visibility.
Use tiles as shortcuts If a card is clickable, use it as the fastest path to the work queue. For example, Low Stock Items should lead into inventory review, and Payment Issues should lead into account payment health.

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Dashboard Alerts Versus Notifications

Dashboard Action Items are entity-level operational alerts, such as low stock, unpaid invoices, pending returns, or overdue fulfillment. The Notifications bell is your personal queue for events and mentions. Work both surfaces, but treat them differently:
  • Use Action Items when a dashboard alert points to a module queue.
  • Use Notifications when an event was directed to you or your role.
  • If a dashboard alert is missing, check the underlying module before assuming the work is complete.
  • If a notification is missing, check notification preferences and permissions.

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Common Dashboard Blocks

  • Why did a number change while I was watching?: realtime events refresh the dashboard after orders, payments, invoices, and fulfillment updates.
  • Why does AR differ from AR Aging?: the dashboard can include a wider balance-due scope than the aging report.
  • Why is average order value high?: one unusually large order can skew the mean, so compare it with median context when shown.
  • Why do I see no data?: confirm the selected entity has orders, payments, inventory, and the permissions needed to view them.
  • A card is not clickable: use the related module navigation when the dashboard card is informational only.
  • A dashboard value looks stale: refresh the page, confirm realtime connection state, and compare the module detail page before acting.

Notifications

Review notification queues, mark items read, dismiss noise, and control email, in-app, and push preferences.

Analytics Dashboard

Review sales trends, product performance, order status mix, fulfillment rate, and report links.

Creating Orders

Build a sales order, add customers, set addresses, and add products.

AR Management

Track customer balances, aging, statements, and collections work.

Inventory Overview

Monitor stock health, location balances, low-stock alerts, and inventory value warnings.

Financial Reports

Run balance sheet, profit and loss, cash flow, and operational reports.