> ## Documentation Index
> Fetch the complete documentation index at: https://docs.filexpress.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboard

> Overview of the state of the business with key indicators

The Dashboard is the main screen that appears when you sign in to the system. It shows a real-time summary of the financial and operational state of the active branch.

> [!TIP]
>
> At the top of Home is the [AI Data Agent](https://docs.filexpress.app/en/docs/sistema/agente-ia.md): ask it in natural language about your sales, customers, inventory, purchases or accounts receivable and payable.

## Available indicators

> [card] Sales for the period
>
> Total sold in the current period compared with the previous period.

> [card] Accounts Receivable
>
> Current total and overdue total with a collections progress bar.

> [card] Accounts Payable
>
> Current total and overdue total with a payments progress bar.

> [card] Mini KPIs
>
> Taxes generated, products sold, credit notes and active customers.

## Charts and tables

* **Sales chart** — sales trend for the selected period.
* **Top customers** — ranking of customers with the highest purchase volume.
* **Best-selling products** — ranking of products for the period.

> [!NOTE]
>
> The Dashboard data changes automatically when you switch company or branch from the header selector.

## Customize home

The **Customize** button, above the Dashboard, opens the **Customize home** panel where you choose which indicators to see and in what order.

**1. Choose the indicators**

In **Available indicators**, grouped into Sales, Purchases and expenses, Customers, Inventory and Finance, check the ones you want to see.

**2. Order them**

In **Current order**, use the **Move up** and **Move down** arrows to arrange them.

**3. Save**

**Save my view** applies the selection to your user. If you check **Apply to all my branches**, it is used in all of them.

Indicators you can turn on:

| Group | Indicators |
| - | - |
| **Sales** | Sales for the month, Today's activity, Sales for the last 30 days, Weekly trend, Payment methods, Recent sales, Average ticket for the month |
| **Purchases and expenses** | Expenses for the month, Accounts payable |
| **Customers** | Active customers, Top customers, New customers for the month |
| **Inventory** | Inventory alerts, Products with an inventory alert, Best-selling products |
| **Finance** | Accounts receivable, Performance for the month, Pending payments, Earnings after taxes, Net earnings |

### Earnings

The **Earnings after taxes** and **Net earnings** indicators come turned off; turn them on from **Customize**. They are an estimate for the current month with VAT (IVA) excluded:

* **Earnings after taxes** = sales − sales taxes (credit notes subtract and debit notes add).
* **Net earnings** = sales without VAT − purchases without VAT (plus non-recoverable taxes such as FOVIAL/COTRANS) − cash outflows with no associated purchase − the month's [payrolls](https://docs.filexpress.app/en/docs/rrhh/nominas.md#payrolls-by-branch).

They do not include cost of sales from inventory, depreciation or income tax.

The panel shows where the view you are using comes from: **Custom view**, **Business default** or **Standard view**. **Reset** returns to the default configuration.

**Administrators** also have the **Save as business default** button: the selection will be seen by all users who haven't customized their own view.

## Quick access

Clicking the **AR** or **AP** cards navigates directly to the corresponding module to manage pending collections and payments.

## Global search

The search box in the top bar finds any record from any screen: **customers, products, suppliers, invoices, purchases, bank movements, journal entries, accounts receivable and accounts payable**.

Type a name, document number, code or amount, move through the results with the **↑ ↓** arrows, open the result with **Enter** or close with **Esc**.


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