Operations
Operations is where you work once the workspace is set up.
| Tab | What it shows |
|---|---|
| Today | What is starting today, what is out now, what is due back today and money owed |
| Orders | Every order, filterable by status. Open one to edit it, move it through its statuses, take payments and attach payment links |
| Customers | Everyone who has ordered, with spend and balance |
| Inbox | Every form submission, newest first |
| Board | Orders as a pipeline by status |
| Schedule | A timeline of bookings across your resources, with buffers shown |
Overview
Section titled “Overview”The Overview page shows headline numbers: open orders, what is owed, the last 30 days against the 30 before, and customers. A sales report adds a daily series, best sellers, which form orders came through and repeat customers. Free workspaces see the headline figures; the full sales report is Premium.
Dashboards
Section titled “Dashboards”Dashboards are layouts of widgets you arrange yourself:
| Widget | Shows |
|---|---|
| Record list | The latest rows of an entity |
| KPI | A number, such as usage against a plan limit |
| Calendar | A date field plotted |
| Chart | Usage over time (Premium) |
Widgets are bound to an entity, which is why entities come first. Free allows 1 dashboard, Premium 10, Enterprise unlimited.