# How to read the dashboard in Snad To read the dashboard in Snad: press `Ctrl` + `K` and choose **Dashboard**. Pick the period from **Select period** and the branch from **Branch**, then read the KPI cards at the top. Below them are the sales chart, product lists and alerts, and **Quick navigation** starts an invoice or a product. ## Before you start - A Snad account with a role allowed to view the dashboard. Without it you see a simpler view of your own. - Real data for the numbers to show: [sales](https://www.snad.io/en/guide/create-sales-invoice) or [purchase](https://www.snad.io/en/guide/create-purchase-invoice) invoices, or [POS sales](https://www.snad.io/en/guide/sell-at-pos). ## Steps 1. **Open the dashboard.** Press `Ctrl` + `K` on the home page or an [AI Mode](https://www.snad.io/en/guide/ai-mode-start) page, type dashboard, and choose **Dashboard**. Learn when the [quick search](https://www.snad.io/en/guide/keyboard-shortcuts) is available. 2. **Choose the period and branch.** At the top, open **Select period** and pick today, week or month. Then use **Branch** to narrow to one branch, or leave all. [Details](https://www.snad.io/en/guide/dashboard-overview#adv-branch) ![The Snad dashboard header with the period list, the branch list and the refresh and export buttons](https://www.snad.io/images/guide/dashboard-overview/header-controls-en.webp) Image key: (1) The **Select period** list · (2) The **Branch** list (shown with two or more branches) · (3) The **Refresh** button · (4) The **Export PDF** button 3. **Read the KPI cards.** Each card shows its name, the chosen period and a count under the figure. They include **Net sales**, **Purchases** and **POS sales**. [Details](https://www.snad.io/en/guide/dashboard-overview#adv-permissions) ![The KPI cards on the dashboard: net sales, purchases and POS sales](https://www.snad.io/images/guide/dashboard-overview/kpi-strip-en.webp) Image key: (1) The **Net sales** card, with the period beside its name · (2) The **Purchases** card · (3) The **POS sales** card 4. **Start from quick navigation.** Under the header, **Quick navigation** holds the actions you use most, such as **New sales invoice**. The rest sit under **More**. ![The quick navigation bar on the dashboard with the buttons to create an invoice, product and customer](https://www.snad.io/images/guide/dashboard-overview/quick-actions-en.webp) Image key: (1) The **Quick navigation** bar heading · (2) The first action in the bar 5. **Follow the chart and lists.** **Sales details** charts the last 15 days, with **Top products** beside it. Then **Recent activity** and **Inventory alerts**. [Details](https://www.snad.io/en/guide/dashboard-overview#adv-chart) ![The sales details card on the dashboard with the sales, returns and quotations summary and the last 15 days chart](https://www.snad.io/images/guide/dashboard-overview/widgets-en.webp) Image key: (1) The **Sales details** chart 6. **Refresh or export the numbers.** Press **Refresh** or `Alt` + `R` to reload the figures, and the last-updated time changes. **Export PDF** or `Alt` + `X` opens printing. [Details](https://www.snad.io/en/guide/dashboard-overview#adv-export) ## Messages that block saving | Message | Cause | Fix | |---|---|---| ## Advanced details ### Branch and organization-wide figures The **Branch** list shows only when your organization has [two or more branches](https://www.snad.io/en/guide/add-branch) you are allowed to see. Changing the branch refreshes the whole dashboard. Choose **All branches** to return to the combined figures. Some cards stay organization-wide and ignore the branch, and a badge beside them says so. ### Why the dashboard differs between users Every card and list shows according to the role. A user without purchase access doesn't see the **Purchases** card, and without sales access doesn't see the sales chart. The same goes for **On leave today** (HR), **POS today** (POS) and **Bookings** (the Bookings app). Change access in [roles and permissions](https://www.snad.io/en/guide/roles-permissions). ### The sales chart: three tabs Switch between **Sales**, **Returns** and **Quotations** above the chart. The window is fixed at the last 15 days, so the period list doesn't change it. For details and date filters, open the [sales reports](https://www.snad.io/en/guide/sales-reports). ### Export and shortcuts **Export PDF** prints the dashboard through your browser, so choose save as PDF in the print window. Press `Shift` + `/` to list every shortcut on the page. Details are in [keyboard shortcuts](https://www.snad.io/en/guide/keyboard-shortcuts). ## Common questions ### Where is the dashboard in Snad? It isn't in the sidebar. Press `Ctrl` + `K` and choose **Dashboard**, or open /dashboard/overview directly. ### Why doesn't the sales chart change with the period? The period list only drives the KPI cards. The **Sales details** chart always shows the last 15 days. ### Why can't I see the purchases or POS card? Visibility follows your role. Ask your administrator to grant the purchases or POS dashboard access in [roles and permissions](https://www.snad.io/en/guide/roles-permissions). ### How do I see just one branch? Open the **Branch** list beside the period list and pick the branch. If it isn't there, your organization has one branch or your role allows no other; you can [add a branch](https://www.snad.io/en/guide/add-branch). ## Read next - [Quick search and shortcuts](https://www.snad.io/en/guide/keyboard-shortcuts) — Move around Snad and start a new record from the keyboard: Ctrl+K for quick search and Alt+G for navigation. Six short steps with screenshots. - [Follow your notifications](https://www.snad.io/en/guide/notifications) — Follow your Snad notifications from the bell and the notifications page: read, snooze, archive and filter by type. Seven short steps with screenshots. - [View sales reports](https://www.snad.io/en/guide/sales-reports) — Open the sales invoices report in Snad, set the period and customer, read the totals and items, then export or print it. Seven steps with screenshots. - [Create a sales invoice](https://www.snad.io/en/guide/create-sales-invoice) — Create a sales invoice in Snad: pick the customer, add products, choose the payment method and save. Seven short steps with screenshots, plus credit sales. - [Create a role and set its permissions](https://www.snad.io/en/guide/roles-permissions) — Create a role in Snad and choose what its holders can see and do in each group, then assign it to users. Six short steps with screenshots. - [Get started with AI Mode](https://www.snad.io/en/guide/ai-mode-start) — Start with AI Mode in Snad: open it from the sidebar, type a request or pick an example, attach a file, and come back to your conversations. - [Snad cloud ERP](https://www.snad.io/en/erp) — Sales, purchases, inventory and accounting in one program. - [AI Mode in Snad](https://www.snad.io/en/ai) — Ask about your numbers instead of hunting through pages. [Open this screen in Snad](https://app.snad.io/dashboard/overview) - **URL:** https://www.snad.io/en/guide/dashboard-overview - **Last reviewed:** 2026-11-05 --- ## About the publisher **Snad (سند)** — a private Saudi software company based in Madinah, founded 2025. Legal form: Sole proprietorship. Commercial registration: 7038154642 VAT number: 310959226500003 Only official domain: snad.io > Snad is a private commercial business-management platform. It is not a > government body, not a bank, and not a government services portal, and it > is not affiliated with any government entity. Any site or app with a > similar name is unrelated to Snad.