Understanding Your Dashboard
Learn how your AskBiz dashboard is structured, what each section shows, and how to navigate between views.
Dashboard overview
Your AskBiz dashboard is the central view of your business health. It is organised into four main areas: the Business Pulse score at the top (your overall business health in a single number), key metric cards (your most important KPIs at a glance), the Daily Brief (AI-generated narrative of what changed overnight), and deep-dive panels for each connected data source. You can collapse, reorder, or hide any section using the customise button in the top right.
The metric cards
Each metric card shows the current value of a KPI, the change versus your chosen comparison period (yesterday, last week, last month, or last year), and a trend sparkline for the past 30 days. A green arrow indicates the metric moved in a positive direction — but note that 'positive' is context-aware: a falling refund rate is green even though the number went down. Cards with a ! badge indicate a significant anomaly AskBiz has detected.
Switching between views
Use the view selector at the top of the dashboard to switch between Overview (all metrics), Revenue (sales, orders, average order value), Customers (acquisition, retention, churn), Operations (inventory, fulfilment, supplier), and Finance (cash, margin, costs). Each view filters the dashboard to show only the metrics relevant to that focus area. Your last-used view is remembered between sessions.
Adjusting the date range
Click the date picker in the top right to change your analysis period. You can choose preset ranges (Today, This Week, This Month, This Quarter, This Year) or set a custom date range. The comparison period updates automatically — if you select This Month, the comparison defaults to Last Month. You can override the comparison period independently by clicking the comparison dropdown next to the date picker.
Pinning and hiding metrics
To pin a metric card to always appear at the top of your dashboard, click the three-dot menu on the card and select Pin to top. To hide a metric you do not use, select Hide from dashboard — the metric is still available in deep-dive views, just not shown on the main dashboard. To restore hidden metrics, go to Settings → Dashboard → Manage Metrics.