Billoxy · Features
DesktopDashboard
Menu Dashboard (`/dashboard`). Complete Onboarding banner when pending; finance cards To Collect / To Pay / Bank / Cash; Sales Trend, Profit Trend, Stock Status, Monthly Comparison; stock stats; Latest Invoice Transactions; To Do List; AI Insights (subscribed plans). Click cards to jump related modules.
Sales, Profit & Stock Charts
Charts show how money and stock are moving — Sales Trend, Profit Trend, Stock Status, and Monthly Comparison — so you spot patterns without opening full reports.
Charts on the Dashboard
- Sales Trend — line chart of sales over time (prefers monthly series, falls back to daily)
- Profit Trend — area chart of profit over the same period style
- Stock Status — pie of inventory mix (for example In Stock vs Low Stock segments from your data)
- Monthly Comparison — compare periods (available via mobile Charts → See More / Stock Overview layouts)
- Values are shown in your business currency on the axis / tooltips
Product screenshot coming soon
How to read each chart
Sales Trend
Rising line = stronger billing period. Flat or dipping weeks signal follow-up on quotes and collections.
Profit Trend
Shows whether profit is keeping up with sales — useful next to Total Profit for the current month.
Stock Status
Visual share of healthy vs at-risk inventory — pair it with Low Stock and Out of Stock KPI cards.
Monthly Comparison
Compare periods via Charts → See More / Stock Overview layouts (especially on mobile).
Charts refresh with Dashboard data. After big invoice or stock changes, reload the Dashboard (or wait for the next fetch) so trends match the latest books.
Frequently asked
Can I change the chart period on web?+
The web Dashboard does not expose a period toggle — it prefers the monthly series from the API, otherwise daily. Mobile See More offers extra chart layouts.
What if a chart looks empty?+
New businesses with little history may show placeholder sample series until real sales, profit, or stock activity exists.
Related features
Dashboard at a Glance
The Billoxy Dashboard (`/dashboard`) is your command center — Complete Onboarding when pending, finance cards, charts, stock stats, latest invoices, To Do List, and AI Insights.
View featureTotal Profit (Benefit)
The Total Profit card is your benefit snapshot for the period — total sales minus total purchases and expenses — so you see net performance next to the charts.
View featureStock In, Low Stock & Out of Stock
Three inventory KPI cards count healthy stock, items below your threshold, and items at zero — Low Stock follows the Low Stock Balance you set on each item.
View featureReady to try Sales, Profit & Stock Charts?
Jump into Billoxy and see it in action on your own data.