Appearance
Dashboard
The dashboard is the morning view. Open it, read it top to bottom, and you know what today looks like. It is available to every active staff member regardless of role.
The greeting banner
Your shop name and the day's headline numbers: orders today, jobs in flight, and how many are awaiting customer approval. On the right, three chips: overdue, awaiting, unpaid. If all three read zero you can stop reading and go and print something.
KPI tiles
| Tile | Means |
|---|---|
| Orders today | Orders placed in the last 24 hours |
| In production | Jobs in flight, with how many are due by end of week |
| Awaiting approval | Proofs sitting with customers. Every one of these is a job that cannot start |
| Stock alerts | SKUs at or under their reorder point, needing a PO |
Awaiting approval is the number to act on first. A proof sitting unapproved is the most common cause of a job going late, and the fix is a two-minute chase.
Today on the press
What is actually being worked on right now, grouped by stage, with the job, the customer, the units and the due date. This is the answer to "what is on press two" without walking out to the floor.
Ready by this week
Every job with a promised date inside the week, with its stage and units. Read it as a commitment list: everything here has been promised to a customer.
Late orders and sitting at customer
Two panels side by side, and the pair that drives your morning:
- Late orders is anything past its due date. "Everything on time" is what you want to see.
- Sitting at customer lists proofs awaiting approval with how many days they have been waiting. Anything at three days or more needs a chase.
Production load, next 14 days
A heatmap of units due per day across every open job, with the total committed in the window and the peak day. Use it before you promise a date on a new quote: if Thursday already has 240 units on it, do not promise another 200 for Thursday.
Cash flow
Outstanding, overdue, and paid this month, with AR aging in four buckets: current, 1 to 30 days late, 31 to 60, and 60 plus. Anything in the 60 plus bucket needs a phone call rather than another reminder email.
Revenue, last 30 days
Invoiced revenue with a trend line and the change against the previous period. Tax-inclusive, since it is what you actually billed.
Inventory forecast
The next handful of SKUs likely to run out, based on the last 30 days of consumption, with a suggested purchase quantity in plain English. This is the widget that stops a job stalling because the black larges ran out.
Activity
Everything that happened across the shop, newest first: orders created, artwork sent, stages advanced, invoices issued, dispatches. It is the fastest way to catch up after a day off, and the fastest way to answer "did anyone tell the customer".
Demi
The AI assistant, inline. Ask a question in plain English about your own live data. Suggested prompts cover the usual questions. Full detail in Demi.
Top customers
Your biggest accounts by revenue in the period. Worth glancing at monthly: it is common to discover that the customer you spend the most time on is not the one paying you the most.
How to actually use it
A ninety-second morning routine:
- Late orders. Anything there, deal with it first.
- Sitting at customer. Chase anything over three days.
- Stock alerts. If a job this week needs a SKU that is short, order now.
- Production load. Sanity-check what you are about to promise today.
- Cash flow, 60 plus bucket. One phone call.
Everything else on the page is context.