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Configure dashboard display

Set the sales basis and abbreviated amount display on the Home dashboard.

In this guide
  1. Open dashboard settings
  2. Set the sales basis
  3. Choose the amount format

1. Open dashboard settings

Open Settings from More and find the Dashboard section.

Choose how sales and large amounts appear on the Home dashboard.

2. Set the sales basis

When Dashboard sales basis is enabled, sales are shown based on collected payments. Recorded sales and collected amounts can differ when credit sales exist.

Choose recorded sales or collected amounts based on how your team reviews credit sales.

3. Choose the amount format

Turn on Shorten dashboard amounts to show large values in a rounded compact format. Turn it off when you need exact numbers.

Disable shortening when exact currency values are required.
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