Invoices and operations
Understand Dashboard and Sales Overview totals
Interpret operational and sales widgets using the correct permissions, statuses, and date context. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Manager, Accounting Admin, company admin.
- Access to each widget/source record
- Accounting Admin for Sales Overview
- configured dashboard/start page.
- Business Dashboard is excluded unless visibly enabled for the company.
My Work → Dashboard (#/); Sales → Sales Overview (#/sales); optional Business Dashboard route #/business-dashboard where enabled
Understand Dashboard and Sales Overview totals
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Open the workspace
In JobBuddy, go to My Work → Dashboard (#/); Sales → Sales Overview (#/sales); optional Business Dashboard route #/business-dashboard where enabled.
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Confirm access and starting state
Access to each widget/source record; Accounting Admin for Sales Overview; configured dashboard/start page.
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Complete the main setup
Review visible Dashboard and Sales Overview widgets, their date and status context, permission-filtered population, click-through source list, and refresh timing.
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Review the important choices
Reconcile important totals with source records.
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Verify the result
Interpret operational and sales widgets using the correct permissions, statuses, and date context.
Expected result: Interpret operational and sales widgets using the correct permissions, statuses, and date context.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Access to each widget/source record; Accounting Admin for Sales Overview; configured dashboard/start page.
The result is incomplete or unexpected.
Widgets use different status/date definitions and permission-filtered populations; operational dashboards, saved custom reports, and financial ledgers are not interchangeable.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Interpret operational and sales widgets using the correct permissions, statuses, and date context.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.