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Sales & accounting

The Overview: your fully customizable dashboard

5 steps~4 min read

The Overview is your dashboard home page: a grid of widgets showing all your activity data, presented the way you want. Today's revenue, monthly goal, parcels to ship, personal records… everything updates live — and every block can be picked, moved or removed.

1

Your whole activity, at a glance

On opening, the grid shows your live data: today's snapshot (revenue and sales, with the 30-day trend), the daily revenue chart, the monthly goal, action counters (To ship, To collect, Available stock), your personal records, your top brands and latest sales. Nothing to refresh: a sale lands, the numbers move.

2

Multiple views: Overview, Finances… and your own

At the top of the grid, view tabs. By default: Overview (the daily essentials) and Finances (your numbers and charts). The + button creates a blank view, double-clicking the active tab renames it, and the menu lets you duplicate, reset the layout or delete the view.

3

Customize the grid

Click "Customize": the grid enters edit mode. Drag and drop a widget to move it (neighbours slide aside), use the size button to grow or shrink it, the to remove it, and "Add a heading" to organise your grid into sections. Every gesture is applied and saved immediately — "Done" simply exits the mode.

4

Add widgets from the library

In edit mode, "Add widgets" opens the library: every widget is shown as a real preview, with your real data. Select one or several, click "Apply": they join the bottom of your grid, ready to be moved wherever you want.

5

Goals and records: Bleam celebrates with you

Set a monthly goal (revenue or profit): the progress ring follows you, and when the goal is reached… confetti. The Personal records widget keeps your highs — best day, biggest sale, best month, activity streak — and celebrates every new record.

Frequently asked questions

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