This article explains the Dashboard, the first screen you see when you open the Stackably Admin app on your phone. It gives you a quick read on how the business is doing this month.
What is at the top of the Dashboard?
Greeting and bell. The bell in the top-right corner opens your notifications. A red number shows how many are unread.
Workspace pill (for example Sandbox | ADMIN). This shows which business and role you're working in. Tap it to switch. See "Stackably Admin app: switching workspaces."
Profit card. This month's profit, with Income and Expense underneath. A green Profit tag means income is higher than expenses.
Today, This Month and Last Month. Three tiles with the income for each period.
How do I read the Business Report chart?
Choose a year (for example 2026) and a month letter (J to D). The chart shows that month day by day:
Paid (blue): money already collected.
Upcoming (dashed yellow): scheduled payments that are still due.
Expense (red) and Profit (green).
Drag across the chart to browse days, pinch to zoom, and tap a point for details. The totals row under the chart adds up Paid, Upcoming, Expense and Profit for the month.
What is the Overdue list?
Scroll down to Overdue. It shows the total amount overdue and how many payments are late. Each row shows the customer, what the payment is for (for example a membership) and the due date. Swipe sideways to see more pages.
Tap a row to choose what to do:
Process Payment: collect the overdue payment now.
Open Contact: go to the customer's profile.
Cancel: close the menu.
Tip: Use the bottom menu bar to move between Dashboard, Me, Contacts, Calendar and More. The bar shrinks into a single button when you scroll; tap it to bring the full bar back.