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Help CenterGetting Started

Navigating the Obsidyun dashboard

Get familiar with Obsidyun's real-time dashboards, reporting, and how to find what you need across the platform.

4 min read

Your dashboard at a glance

The Obsidyun dashboard updates in real time with every transaction. You'll see revenue, expenses, inventory status, and performance metrics at a glance. The dashboard is your starting point for understanding how your business is doing right now, not just at month-end.

Key dashboard views

The Overview section gives you three perspectives on your business, each a click apart in the sidebar.

  • Sales: revenue breakdowns and order activity
  • Financial: balance summaries, expenses, and cash position
  • Performance: operational metrics across the business

Reports that go deeper

Beyond the Overview, the Finances section holds the full set of accounting reports: Balance Sheet, Income Statement, Cash Flow Statement, Trial Balance, General Ledger, Aged Payables and Receivables, and a Tax Statement. Every one of these is generated live from your actual transactions, not a cached snapshot.

Navigation tips

The icon sidebar on the left groups everything into Overview, Finances, Operations (inventory, services, purchasing, and associates), Sales (invoices and quotes), Tasks, and Contacts (customers and vendors). Hover any icon to open its menu. Every module is connected — recording a sale updates inventory and posts the matching entry to your general ledger automatically.

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