Dashboard Overview

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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. The Dashboard lives at Home > Overview > Dashboard. It is also where Arcus lands you after you sign in, finish setup, or switch entity. You can reach it from the command palette navigation search and with the go-to keyboard shortcut as well.

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Who Sees What

Every signed-in user can open the Dashboard. Financial parts of the page are hidden, not shown empty, when your role lacks the permission behind them:

• View Accounting shows the Subledger Drift banner, the Outstanding AR, Refund Due, and Days Sales Outstanding tiles, and the AR Aging and AP Aging cards.
• View Accounts shows the Payment Issues tile.
• Everything else, including revenue, orders, low stock, charts, activity, action items, recent orders, top products, and active users, shows for every role.

The page greets you by first name and shows a small green dot beside the title once the data has loaded. Several tiles carry an info icon beside their title: hover or focus it to read that tile’s scope details.

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Primary KPI Cards

• Total Revenue (MTD): month-to-date recognized revenue, excluding tax. The line under the value names the revenue basis. When the figure comes from the sales snapshot that refreshes every 15 minutes, the line ends with “as of” and the snapshot time; hover it for the exact time. Orders booked since that time are not in the figure yet. The percentage compares this month with last month and is left off when there is no comparable prior month. The small trend line shows the last 7 days.
• Open Orders: sales orders that are open, processing, or awaiting ACH clearance. Quotes, drafts, and cancelled orders are not counted. Click it to open Sales > Orders > All Orders.
• Unpaid Invoices: the number of posted invoices and invoiced sales orders with a balance due, with their total underneath. Click it to open Finance > Receivables > AR Management.
• Low Stock Items: products whose available quantity across all locations is at or below their reorder point. A product with no reorder point counts as low at 10 or fewer available. The tile turns red when the count is above zero. Click it to open Operations > Inventory > Overview for stock review.

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Secondary KPI Cards

• Orders Today: sales orders dated today in your entity’s time zone. Cancelled orders are not counted.
• Avg Order Value (MTD): the mean value of this month’s sales orders, excluding drafts, cancelled, and archived orders. The line under it shows the median when one is available. Hover the info icon for the median and the 95th percentile, and for a warning when some orders this month sit far above the average and skew it.
• Fulfillment Rate: the share of this month’s active sales orders that are fully fulfilled.
• Outstanding AR: open receivables, meaning posted invoices and invoiced sales orders with a balance due. Drafts and quotes are excluded, and the figure ties to AR Aging. Needs View Accounting.
• Refund Due: money owed back to customers on overpaid orders, with the number of orders. Returns and credit documents are not included. Click it to review and resolve them in AR Management. Needs View Accounting.
• Payment Issues: accounts whose payment health needs attention. Click it to open your accounts in Sales > Accounts > Customers for payment health review. Needs View Accounts.
• Manufacturing: open work orders, with the work-in-progress value and the number overdue when there are any. Click it to open Purchasing > Manufacturing > Work Orders.
• Days Sales Outstanding: average collection speed over a rolling period, shown in days. Hover the info icon for the AR balance, revenue, and period behind it. Click it to open the DSO breakdown in AR Management. Needs View Accounting.

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Charts And Work Queues

• Getting started checklist: on a new entity, a Welcome to Arcus ERP! panel lists the setup steps, grouped as Getting Started, Grow Your Business, and Customize Your Experience, with a count of required steps done. Dismiss it with the close button, and bring it back from the Continue setting up your Arcus account bar. It hides itself once setup is complete.
• Subledger Drift: appears only when AR, AP, inventory, or sales tax is out of balance with its general ledger account by more than $10. It names each subledger with its ledger balance, subledger balance, and difference, and it turns red when the gap is large. When part of the gap is value billed but not yet shipped, it says how much. Click it to open Finance > Close & Reconcile > GL Reconciliation, and reconcile before closing the period.
• Delivery alerts: up to five late shipments and carrier exceptions for your current location, such as Past expected delivery, Delivery failed, Returned to sender, Tracking unknown, or Stuck in transit, with the order, customer, carrier, and days late. Click a row to open the order, or View all alerts to open Operations > Shipping > Shipments on its alerts view. With nothing to report it reads No active delivery exceptions.
• AR Aging and AP Aging: current, 1-30, 31-60, 61-90, and 90+ day buckets with the total and an as-of date. Click a bucket to open AR Management or Finance > Payables > AP Bills filtered to that bucket, or View all to open the page. When part of the receivable was billed for goods that have not shipped yet, AR Aging adds a Billed not shipped row after the day buckets, with a note explaining it. With nothing owed the card reads No outstanding balance.
• Revenue (Last 12 Months): monthly recognized revenue for the last 12 months, excluding tax. The current month’s bar equals the Total Revenue tile, and the chart carries the same basis and “as of” caption. Hover a bar for the amount and the order count.
• Order Status Breakdown: sales orders and invoices by status (draft, open, processing, fulfilled, cancelled, archived), each counted once, with the total in the center.
• Recent Activity: the latest order changes, such as created, processing, paid, fulfilled, or cancelled. Click a line to open the order.
• Action Items: work that needs follow-up, with a count badge. Click an item to open it.
• Recent Orders: the ten newest quotes, sales orders, and invoices by order date, with customer, date, total, payment, and fulfillment status. Click a row to open it, or View all to open All Orders.
• Top Products (MTD): the ten products with the most line revenue on this month’s orders, with units sold. Drafts, cancelled, and archived orders are left out. Click one to open that product’s record from Sales > Products > All Products.
• Active Users: teammates currently working in Arcus and the page each one is on.

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Dashboard Alerts Versus Notifications

Dashboard Action Items are entity-level operational alerts. Arcus raises them for:

• Unpaid invoices: how many invoices are unpaid and the amount outstanding. Opens the open invoices list.
• Overdue fulfillment: sales orders still unfulfilled more than 3 days after their order date, oldest first.
• Low stock: products at or below their reorder point, with the available quantity and reorder point.
• Pending returns: returns that are authorized, expected, received, or being inspected.
• Overdue work orders: how many work orders are overdue and the work-in-progress value.

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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What You See When Data Is Missing

• Failed to load dashboard data. Please try again.: the dashboard could not load. Refresh the page.
• No revenue data yet, No orders yet, and No sales data yet: the entity has no activity for that card yet.
• Activity will appear here as you use the system: no recent order changes.
• All clear! No items need attention.: there are no action items.
• No AR data or No AP data: the aging summary could not be loaded.
• No active users right now: nobody else is working in Arcus at the moment.

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Common Dashboard Blocks

• Why did a number change while I was watching?: Arcus refreshes the dashboard shortly after orders, payments, invoices, and fulfillments change. It waits briefly so that a burst of changes causes one refresh.
• Why is a number a minute behind?: dashboard figures can be up to about a minute old, and the revenue figures follow a sales snapshot refreshed every 15 minutes. Check the “as of” caption on the Revenue tile.
• Why does AR differ from AR Aging?: Outstanding AR and AR Aging use the same receivables definition, so a difference usually means one of them was loaded at a different moment. Reload and compare again.
• Why is average order value high?: one unusually large order can skew the mean, so compare it with the median shown under the value.
• Why is Low Stock higher than I expected?: the tile counts products at or below their reorder point across all locations, and treats products with no reorder point as low at 10 or fewer available. Set reorder points on your products to tune it.
• Why do I see no data?: confirm the selected entity has orders, payments, inventory, and the permissions needed to view them.
• A card I expected is missing: the financial cards need View Accounting and Payment Issues needs View Accounts.
• 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 and compare the module detail page before acting.

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