About your Overview Page

Learn more about your overview page.

This is a central hub for managing your inventory and manufacturing processes and provides summaries and visual insights to help you make informed decisions and optimize your business operations.


In this article we'll cover:

Craftybase Dashboard

At the top of the Overview Page, you will find the Craftybase Dashboard, which offers quick access to your Products, Components, Materials, Orders, Purchases, Manufactures, and Reports.

Stock Status

The stock status section provides an at-a-glance view of your current inventory levels. Here, you can quickly see the total number of your materials and products and how many are in stock (highlighted in green) and out of stock (highlighted in red). This section helps you stay on top of your inventory and make informed decisions about restocking.

Purchases

The purchases section of the overview page provides a comprehensive view of your total purchases. It includes a pie chart displaying a color-coded breakdown of your purchases by category, which clearly explains your spending and helps you optimize your purchasing strategy. Customizable filters allow you to focus on specific periods or categories to gain insights.

Orders

The orders section of the overview page provides a detailed summary of your total orders. It features a graph that visualizes your order activity over the selected timeframe, allowing you to track trends and analyze your sales performance.

NOTE: The values displayed in the graph include taxes, giving you a comprehensive view of your total sales. Additionally, the order revenue values listed next to the graph exclude taxes, offering a clear perspective on your net sales.

Sales and Expenditure

The Sales and Expenditure section provides a clear visual representation of your financial activity over a selected timeframe. This graph highlights your orders in blue and your purchases in red. The values are plotted based on the selected timeframe filter, allowing you to easily compare your sales against your expenses over any given period. This section gives you a comprehensive view of your business's financial health, helping you make informed decisions based on your sales and expenditure trends.

Manufactures

The manufactures section displays a graph representing your manufacturing activity over the selected timeframe. The graph highlights two key components:

  • Total Material Cost: Highlighted in yellow, this shows the cumulative cost of materials used in manufacturing.
  • Total Internal Labor: Highlighted in green, this represents the total cost of internal labor associated with manufacturing.

By analyzing this graph, you can gain insights into your production costs and labor expenses over the specified period, helping you manage and optimize your manufacturing processes.


Integrations

The integrations section shows a list of all the sales channels and platforms connected to your Craftybase account. This includes integrations with platforms like Shopify, Etsy, and Amazon.

Latest Activity

The recent activity section provides a log of your most recent actions and updates within Craftybase. This includes activities such as new orders, inventory adjustments, and product updates. It helps you stay informed about your account's latest changes and activities.

Overview page FAQ

Can I change my default filter dates?

No

How often is the data on the overview page updated?

The data on the overview page is updated in real-time as you make changes within your Craftybase account. This ensures that you always have the most current information available at a glance.

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