Your Home board

Home is a board of widgets showing what needs doing and helping you get on with it. Everyone has their own board, and it starts with widgets that suit your permissions.

Widgets you can add

What you can add depends on your permissions. The full set is:

Widget	Shows
Quick actions	Buttons to start things, such as a new quote or purchase order. Only the ones you’re allowed to do.
Recently opened	The records you opened last: sales, customers, products, purchase orders and more.
Open quotes	Quotes and enquiries, with the ones about to expire first.
Orders in progress	Open orders, including part-delivered ones.
To despatch	Deliveries due today and overdue, and how many are short.
My picks	Deliveries you’ve been given to pick.
To invoice	Orders ready to invoice.
Overdue invoices	Unpaid invoices past their due date, with the total outstanding.
Not yet transferred	Issued invoices not yet sent to your accounts package.
Requisitions to approve	Requisitions waiting for you to approve.
To order	Approved requisitions not yet on a purchase order.
Goods due in	Deliveries from suppliers due now or overdue, with links to book them in.
Overdue purchase orders	Placed orders past their date.
Short stock	How many products are short, and the worst few.
KPI	One key figure, such as sales ordered or cash received, against an earlier period, with its trend. Add as many as you like.

Count widgets show a number, the first few items, and View all, which opens the full list. Each widget refreshes itself every few minutes while Home is open.

Key figures (KPI widgets)

Each KPI widget shows one figure. Open its settings (the cog) to choose:

• Measure: sales ordered, quotes raised, win rate, gross margin, order book, invoiced, cash received, debtors, days to pay, on-time despatch, purchase spend or overdue purchase orders. You only see the ones your permissions allow.
• Period: this month, last month, this quarter, this year or the last 30 days. Quarters and years are calendar ones, so this year runs from 1 January.
• Compared with: the period before, the same time last year, or nothing.
• Show: everyone’s figures, or only your own sales, for the sales measures.

A period that’s still running is compared to the same point: on 2 October, this year so far is set against 1 January to 2 October last year, not the whole of last year. Hover over the comparison to see the exact dates and figure.

The line underneath is the trend: the last 12 periods (5 for years), with the current one so far at the end.

Arrange your board

1. Select Customise.
2. Use Add widget to pick from the widgets you can have.
3. Drag a widget by its title to move it, and drag its corner to resize it.
4. Select Done to save the arrangement, or Cancel to leave it as it was.

To start again, select Customise then Reset to my default.

On a phone, widgets stack in one column in the order you saved. Rearranging works on a wider screen.

Start somewhere else

If you’d rather land on another page when you sign in, for example To despatch in the warehouse, choose a Start page under My Account → Appearance. The logo always brings you back to Home.