Read the dashboard
You will know what each tile and chart on the home screen adds up, which module the number comes from, and where to click when something needs action.
The Dashboard is the first screen after sign-in. It shows the selected financial year as tiles, charts and a bookings grid. Nothing on it is typed in; every number is a total of records elsewhere in the app, so a wrong figure means a record to fix, not a dashboard to fix.
Read it top to bottom: the money and fleet tiles first, then the two payment splits, then the charts that say what needs attention, then the bookings grid.
KPI tiles
Tile | What it shows | Fed by |
|---|---|---|
Total Bookings | Count of bookings and their total amount in the period | Bookings with their Add Amounts totals |
Total Invoices | Count and amount of customer invoices in the period | Invoices › Customer Invoice |
Total Payments Received | Customer receipts in the period | Payments › Customer Payments |
Cash In Hand | Balance of cash accounts today | Books › Bank cash-type accounts |
Bank Accounts | Balance of bank accounts today | Books › Bank bank-type accounts |
Active Vehicles | Vehicles with Is Active ticked | Vehicles |
Active Drivers | Drivers with Is Active ticked | Drivers |
Total Customers, Total Suppliers | Count of customer and supplier records | Customers, People › Suppliers |
Total Supplier Invoices Amount | Supplier bills in the period | Invoices › Supplier Invoice |
Total Supplier Payments | Payments made to suppliers in the period | Payments › Supplier Payments |
The two payment splits
Customer Payments: Received vs Pending splits the invoiced amount of the period into what has been received and what is still due. The pending part is the same money the Amount to Receive KPI on the Customers list shows.
Supplier Payments: Paid vs Not Paid does the same for supplier invoices. Not Paid matches the Amount to Pay KPI on the Suppliers list and the supplier side of Pending Payments.
Charts that ask for action
- Vehicles Fuel Efficiency: each vehicle sits in Below Expected, Meets-Exceeds Expected, Missing Expected or No Data, from fuel entries against its Expected Mileage. View Details opens the list.
- Vehicles Services: Upcoming, Due Soon, Overdue and Completed, from Vehicles › Vehicle Maintenance reminders and history.
- Bookings by Status: how many bookings sit at Pending Invoice, Invoice Created, Partial Payment and Payment Received; a tall Pending Invoice bar means unbilled work.
- Vehicle Documents and Employee Documents: Current, Overdue, To Be Renewed and Unknown, from Document Tracking and the Remind Before days in Settings › Document Mapping.
- Pending Payments: To Receive (customers) and To Pay (suppliers), the two balances an owner watches most.
The bookings grid
Under the charts sits a grid of the period’s bookings with a status filter and an Excel export. It is the same data as the Bookings list, shown here so the owner can check the day’s LRs without leaving the home screen.
When a figure looks wrong
- Check the financial-year selector and the date range first; most “missing” bookings are in another year.
- A booking with no amount counts in Total Bookings but adds nothing to the amount; open it and fill Add Amounts.
- Cash In Hand or Bank Accounts off by the opening balance means an account in Books › Bank was created without one.
- A vehicle in No Data has no fuel entries; one in Missing Expected has fills but no Expected Mileage on its record.
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.