The Home Dashboard is the main landing page after login. It gives a live view of sales, collections, and expenses through summary tiles, charts, and filters — plus quick buttons, global search, and access to user and company settings from the top bar.
After login you land on the **Home Dashboard** (unless your role opens a different module dashboard). The page combines filter controls, clickable summary tiles, charts, and quick actions. What you see depends on your **user role** and access settings.
Home Dashboard
Filters
At the top of the dashboard, filter all summary tiles, graphs, and linked data:
| **Filter** | **What it does** |
|------------|------------------|
| **Branch** | View data for a specific branch |
| **Employee** | View employee-specific transactions and performance |
| **Date** | Filter summary data, graphs, and transactions by a selected date range |
*Figure: Employee filter*
*Figure: Date filter*
Summary tiles
The top row shows headline figures for the selected filters. Each tile is **clickable** and opens the related transaction list or report.
| **Tile** | **What it shows** |
|----------|-------------------|
| **Total Sales** | Total sales value for the filtered period |
| **Cash Sales** | Sales settled in cash |
| **Credit Sales** | Sales on credit |
| **Credit Notes** | Credit note totals |
| **Open Sale Invoices** | Outstanding sale invoices |
| **Expense Claims** | Expense claim totals |
| **Total Collection** | Collections received |
| **Preapproved Invoices** | Preapproved sale invoices |
> **Note:** All summary data updates when you change branch, employee, or date filters.
Graphs
Three charts sit below the summary tiles. Each responds to the date filter at the top of the dashboard.
| **Chart** | **What it shows** |
|-----------|-------------------|
| **Sales & Purchase** | Monthly and daily sales and purchase performance |
| **Income & Expense** | Income vs. expenses for the selected period |
| **Expense pie chart** | Breakdown of expense categories |
*Figure: Sales & Purchase graph*
*Figure: Income & Expense graph*
*Figure: Expense pie chart*
Quick buttons
The top bar includes shortcuts to common actions and navigation.
| **Control** | **What it does** |
|-------------|------------------|
| **Quick buttons** | Create Purchase Invoice, Sale Invoice, Customer, Inventory Transfer, Item Enquiry, and more |
| **Home button** | Return to the Home Dashboard from any screen |
Global search
Press CTRL + K (or ⌘ + K on Mac), CTRL + SPACE, or click the search icon in the top bar to search screens, transactions, customers, items, and reports from anywhere in Freespace.
| **Shortcut** | **Action** |
|--------------|------------|
| CTRL + K / ⌘ + K | Open Global Search |
| CTRL + SPACE | Open Global Search (also supported) |
| SIL | Jump to Sale Invoice list |
| it | Open Item Transactions |
| si:#123# | Find sale invoices matching bill number 123 |
See the full guide for acronym shortcuts, transaction codes, entity lookup, report shortcuts, quick actions, and the built-in calculator: Global Search.
For save, approve, list navigation, and Payment In shortcuts: Keyboard Shortcuts.
User icon options
Click the **User icon** in the top bar to open profile, user settings, company details, company settings, and transaction preferences.
| **Menu item** | **What it does** | **Full documentation** |
|---------------|------------------|------------------------|
| **Username** | View and edit user details, add signature, enable OTP, change password and username | My Profile |
| **User Settings** | Per-user defaults (Field Sale App access, sale type, cash account), price/discount restrictions, and advanced transaction rules | Users → User Settings |
| **Company Name** | Company details, bill header, registration numbers (GSTN, CIN, PAN, TRN, VAT), seal, custom fields, rounding rules | Company Details |
| **Company Settings** | Company-wide transaction defaults, rounding, and registration — affects all users | Company Settings |
| **Transaction Preference** | Global transaction behaviour: future dates, tax method, due dates, bill centres, number series, footer notes | Transaction Preference |
*Figure: User profile*
*Figure: User settings*
*Figure: Company details*
*Figure: Company settings*
*Figure: Transaction preference*
See the linked settings pages for the complete field reference for each screen.
FAQ
What does the Sales & Purchase graph show?
Monthly and daily sales and purchase performance for the selected date filter. See Graphs.
How can I filter dashboard data?
Use the **Branch**, **Employee**, or **Date** filters at the top of the dashboard. All summary tiles and charts update when you change a filter. See Filters.
Are summary tiles clickable?
Yes. Each tile opens the related transaction list or report for the current filter. See Summary tiles.
How do I open global search?
Press CTRL + K (or ⌘ + K on Mac), or CTRL + SPACE, from anywhere in Freespace. See Global Search.
Where can I change my password?
User icon → **Username** → **Change Password**. See My Profile.
How do I prevent previous-day entries or cancellations for a user?
User icon → **User Settings** → enable **Prevent previous date entry** or **Prevent cancel with allowed days**. See Users → User Settings.
Can I add a user signature on all transactions?
User icon → **Username** → edit profile and add the signature in the **Other** section. See My Profile.
Can I add a company seal on all transactions?
User icon → **Company Name** → **Other** section (**Company image**). See Company Details.
How can I hide the company name in transactions?
User icon → **Transaction Preference** → enable **Hide company name in view**. See Transaction Preference.
Can I set a footer note for all transactions?
User icon → **Transaction Preference** → **Common Footer Note**. See Transaction Preference.
Can I restrict future-date transactions?
User icon → **Transaction Preference** → disable **Allow future date transactions**. See Transaction Preference.
Can I select multiple sale types or purchase types in invoices?
User icon → **Transaction Preference** → enable **Multiple Sale Types** or **Multiple Purchase Types** in Number Settings. See Transaction Preference and Number Settings.
Can I assign cost centers in expenses?
User icon → **Transaction Preference** → enable **Show Cost Center Field in Expense** and choose single or multiple cost center mode. See Transaction Preference.
Can I configure rounding rules and default values for a company?
User icon → **Company Name** or **Company Settings**. See Company Details and Company Settings.
Can I configure default values for a user?
User icon → **User Settings** → **Default Values, Visibility & Filter**. See Users → User Settings.
Related Topics & Videos
My Profile — User icon → Username: password, OTP, signature.
Users → User Settings — User icon → User Settings: per-user defaults and restrictions.
Company Details — User icon → Company Name: registration numbers, seal, bill header.
Company Settings — User icon → Company Settings: company-wide defaults and rounding.
Transaction Preference — User icon → Transaction Preference: global transaction behaviour.
*Figure: Employee filter*
*Figure: Date filter*
| **Tile** | **What it shows** |
|----------|-------------------|
| **Total Sales** | Total sales value for the filtered period |
| **Cash Sales** | Sales settled in cash |
| **Credit Sales** | Sales on credit |
| **Credit Notes** | Credit note totals |
| **Open Sale Invoices** | Outstanding sale invoices |
| **Expense Claims** | Expense claim totals |
| **Total Collection** | Collections received |
| **Preapproved Invoices** | Preapproved sale invoices |
> **Note:** All summary data updates when you change branch, employee, or date filters.
*Figure: Sales & Purchase graph*
*Figure: Income & Expense graph*
*Figure: Expense pie chart*
| **Control** | **What it does** |
|-------------|------------------|
| **Quick buttons** | Create Purchase Invoice, Sale Invoice, Customer, Inventory Transfer, Item Enquiry, and more |
| **Home button** | Return to the Home Dashboard from any screen |
See the full guide for acronym shortcuts, transaction codes, entity lookup, report shortcuts, quick actions, and the built-in calculator: Global Search.
For save, approve, list navigation, and Payment In shortcuts: Keyboard Shortcuts.
| **Menu item** | **What it does** | **Full documentation** |
|---------------|------------------|------------------------|
| **Username** | View and edit user details, add signature, enable OTP, change password and username | My Profile |
| **User Settings** | Per-user defaults (Field Sale App access, sale type, cash account), price/discount restrictions, and advanced transaction rules | Users → User Settings |
| **Company Name** | Company details, bill header, registration numbers (GSTN, CIN, PAN, TRN, VAT), seal, custom fields, rounding rules | Company Details |
| **Company Settings** | Company-wide transaction defaults, rounding, and registration — affects all users | Company Settings |
| **Transaction Preference** | Global transaction behaviour: future dates, tax method, due dates, bill centres, number series, footer notes | Transaction Preference |
*Figure: User profile*
*Figure: User settings*
*Figure: Company details*
*Figure: Company settings*
*Figure: Transaction preference*
See the linked settings pages for the complete field reference for each screen.