Help CenterDashboard

Dashboard

Use the Dashboard home page

Use the dashboard home page to check store status, action items, sales, recent transactions, and product stock notices.

Before you start

  • Sign in to the store dashboard.
  • Confirm the store name at the top of the left navigation is the store you intend to manage.

What success looks like

  • The left navigation matches the main areas of the store dashboard.
  • Alerts and setup prompts explain what needs attention next.
  • Action items open or identify the dashboard page that owns the work.

Quick start

The shortest path through this area.

  1. 1Open Dashboard from the left navigation.
  2. 2Review any setup prompts or warning banners first.
  3. 3Review Action Items and open the owning page for anything that needs attention.
  4. 4Choose a date range for Sales Overview and compare the totals with normal store activity.
  5. 5Review Recent Transactions and product low-stock notices for anything unexpected.
  6. 6Follow urgent alerts before making routine changes.

Common tasks

Open only the task you need.

Run the opening health checkUse this at the start of the day before staff begin taking orders.
  1. 1Read the warning banners at the top of Dashboard. Tax, payment, and oversell warnings can affect checkout or available inventory.
  2. 2Open Action Items and work urgent items first: oversells, marketplace notices, price reviews, and unfulfilled orders.
  3. 3Compare today and week sales with the earlier periods shown beside them. A surprising zero or sharp change is a reason to check Orders and Payment Setup.

You’re done when: The store is ready when urgent action items are understood and payment, inventory, and order notices do not block the day’s work.

Follow an action item to the right pageDashboard summarizes problems; the linked area is where the work is completed.
  1. 1Select the action item rather than trying to correct it on Dashboard.
  2. 2Complete the task in its owning area: oversells and sync notices in Marketplaces, price reviews in Pricing, orders in Orders, buylists in Buylist, or journal drafts in Accounting.
  3. 3Return to Dashboard and refresh if the count does not clear immediately.

How this area works

Reference information for the choices on this page.

What this page is for
  • A quick health check for the store.
  • A starting point for operational tasks that affect multiple areas.
  • A place to notice marketplace, payment, pricing, order, buylist, and accounting alerts before staff begin selling.
What to check daily
  • Oversell or marketplace alerts.
  • Payment setup warnings before POS checkout starts.
  • Tax or payment notices that may affect checkout.
  • Sales, recent transaction, or product low-stock activity that looks unusual.
How to use it with the rest of the dashboard
  • Use Dashboard as the starting point, then move into the left navigation section that owns the task: Point of Sale, Inventory, Sales, Content, or Settings.
  • Treat warnings here as cross-system issues. Payment warnings usually belong in Payment Setup, inventory warnings usually belong in Pricing, Marketplaces, TCG Singles, Products, or Inventory Tools.
  • Confirm the store name in the sidebar before changing settings for multi-store or demo environments.

Troubleshooting

Choose the symptom that matches what you see.

You do not see this page in your dashboard

Your staff role may not include permission for this area. Ask a store owner or administrator to review your user permissions under Users & Staff.

Sales or recent transactions do not load

Refresh once and check the selected date range. If the dashboard still cannot load data, open Orders to confirm transactions exist and submit a support ticket with the affected time range.

Continue with a related guide

Use Point of SaleUse Inventory ToolsUse Payment Setup

Still stuck?

Open a support ticket. We’ll include this guide so you only need to explain what happened and where you got stuck.

Sign-in is required to protect store information.

Open support ticket