Key Steps
1. Access the Merchant Dashboard 0:00
Log in to Stackably Lite.
Confirm that the first page displayed is the merchant dashboard.
Use this page as the central starting point for reviewing business information and activity.
2. Review Invoice Status at a Glance 0:07
Check the dashboard for invoice summaries.
Review the following invoice categories:
Due invoices
Past due invoices
Paid invoices
Use these totals to quickly identify outstanding billing activity.
3. Monitor Client Activity and Business Performance 0:16
Review client activity indicators on the dashboard.
Check overall business performance metrics to understand current operational status.
Use the dashboard as a quick reference for high-level business health.
4. Analyze Profit and Loss Reporting 0:16
Open the profit and loss reporting section from the dashboard.
Use the drop-down menu to switch between previous months and previous years.
Compare reporting periods to identify trends and changes in performance.
5. Review Key Business Metrics and Alerts 0:26
Scan the dashboard for important business activity indicators, including:
Profit margins
Projected earnings
Net income
Client birthdays
Overdue payments
Assigned tasks
Use these items to prioritize follow-up actions and daily work.
6. Use the Dashboard as a Central Operations Hub 0:37
Treat the dashboard as the main location for managing day-to-day operations.
Use it to consolidate financial review, client tracking, and task monitoring in one place.
Return to the dashboard regularly to stay informed and organized.
Cautionary Notes
Do not rely on the dashboard alone for detailed financial decisions; use supporting reports when needed.
Overdue payments and assigned tasks should be reviewed promptly to avoid missed follow-up.
Ensure the correct reporting period is selected before comparing profit and loss data.
Tips for Efficiency
Start each work session by reviewing the dashboard for immediate priorities.
Use the invoice and task summaries to quickly identify what needs attention first.
Compare monthly and yearly reports regularly to spot trends early.
Keep the dashboard open as a live reference point throughout the day.
Link to Loom
Dashboard Overview FINAL - Watch Video
This Loom explains what merchants can do on the Stackably Lite dashboard after their first login. It covers viewing due, past due, and paid invoices, along with tracking client activity and monitoring overall business performance. Merchants can also review profit and loss reporting and switch between previous months and previous years using a drop-down menu. The dashboard provides a quick overview of key business activity, including profit margins and projected earnings.