Open Business Dashboard, set the correct date range and branch, read the KPI cards first, then drill into Sales Reports if a number needs proof.
Before you start
- Confirm the active branch and date range before comparing any totals.
- Know whether you are reviewing live sales, a single branch or company-wide performance.
- Keep a follow-up page ready if you expect to investigate one metric in detail.
Step-by-step guide
- Open Business Dashboard and select the right date range, branch and filter combination.
- Review revenue, net profit, order count, discounts and any comparison widgets together instead of reading one card in isolation.
- Identify the metric that needs more detail, then jump into Sales Reports or the related operational page.
- Use the follow-up page to confirm whether the change came from a specific bill, branch, product mix or payment pattern.
How to confirm it worked
- The dashboard totals match the branch and date range you intended to review.
- You can explain any unusual number using a report or transaction-level page.
- The same filters are used before comparing one period or branch against another.
Common mistakes
- Reading dashboard numbers without checking the active branch.
- Comparing today against another period while the filters are different.
- Treating one KPI card as final without checking the detailed report behind it.
Do this in Cellivo
Open the live Cellivo screen in the next tab while keeping this answer open here.
More answers
How do I create a new sales bill?
Open Point of Sales, add the products, attach the customer if needed, choose the payment method, review totals, then submit and print the invoice.
How do I split one sale across cash, card, bank or points?
Use Point of Sales, build the cart normally, then enter each payment source carefully so the total paid equals the invoice total before you submit.
How do I review posted sales after billing is complete?
Open Sales Reports, filter by branch and date, inspect the totals and row history together, then open the linked invoice when one sale needs more detail.
How do I complete a mobile exchange or trade-in?
Use Exchange Mobile when the customer gives one device and receives another. Confirm both device values, the customer details and the settlement difference before saving.