Dashboard & Quick Setup
Last update:
07/21/2026
Completed
In this topic
Quickenerp Overview
- What is Quickenerp?
- Initial Setup Wizard – Step by Step
- Creating & Managing Users
- Customising Your Dashboard
- Importing Data from Excel/CSV
- Understanding the Interface
- Company Settings in Detail
- Installing & Managing Apps
- Best Practices for Quickenerp
- List View, Form View & Kanban Explained
- Search, Filters & Grouping
Quick Setup Wizard
User Management
Dashboard & Home Screen
Import & Export Data
Customising Your Dashboard
The Quickenerp Dashboard
When you log in, the dashboard shows a summary of key metrics and activities relevant to your role. The home dashboard is module-aware – if you open Sales, you see sales KPIs; if you open Accounting, you see financial metrics.
Dashboard Widgets – Complete Reference
| Widget Type | Description | Available In |
|---|---|---|
| KPI Card | A single number with a label and optional trend arrow (up/down). Example: $128,430 "Sales This Month" with ▲ 12%. | All dashboards |
| Bar Chart | Vertical or horizontal bar chart showing comparison across categories (e.g. Sales by Product). | Sales, Accounting, Inventory |
| Line Chart | Trend over time (e.g. Revenue by Month). Supports multiple series for comparison. | Accounting, Sales |
| Pie Chart | Proportion breakdown (e.g. Expenses by Category). | Accounting, Expenses |
| Activity Stream | Recent messages, mentions, and activities across all modules. Shows the last 20 activities. Click any to open the related record. | Home dashboard |
| To-Do List | Personal pending activities (calls, meetings, tasks) sorted by due date. Check them off as completed. | Home dashboard |
| Statistics Grid | Multiple KPIs in a grid layout (e.g. Invoices to Send, Payments to Reconcile, Overdue Bills). | Accounting dashboard |
Customising Your Dashboard
Adding/Removing Widgets
- Click the Customise Dashboard button (pencil icon, usually top-right of the dashboard).
- A panel opens showing available widgets. Drag widgets from the panel onto the dashboard grid.
- Remove widgets by clicking the -- icon on any widget.
- Rearrange by dragging widgets to new positions on the grid.
- Resize by dragging the bottom-right corner of any widget.
Configuring Widget Parameters
Click the gear/cog icon on any widget to configure:
- Date Range – Today, This Week, This Month, This Quarter, This Year, Last 30 Days, Custom.
- Comparison – Show previous period or same period last year as a comparison column.
- Filters – Add model-specific filters (e.g. only "Confirmed" orders, or a specific sales team).
- Chart Type – For charts, switch between bar, line, pie, and donut.
Module-Specific Home Screens
Each module has its own tailored home screen when you enter it:
- Sales Home – Quotations to process, overdue orders, monthly sales target vs actual, top-selling products, sales by team.
- Inventory Home – Low stock alerts, incoming shipments, stock valuation, inventory turnover, products to reorder.
- Accounting Home – Cash balance, overdue receivables, unpaid bills, profit/loss snapshot, bank reconciliation status.
- CRM Home – New leads, pipeline value, won/lost this month, team performance, upcoming activities.
- Projects Home – My tasks, overdue tasks, project completion status, timesheet summary.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.