Bizwazi help topic

Dashboard

Understand your sales, expenses, profit, account balances and business overview.

Most useful guides

All Dashboard articles

12 articles
How the Bizwazi dashboard works Understand the dashboard totals for sales, expenses, profit, balances and recent business activity. Featured guide
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What Cash, M-PESA and Bank balances mean Understand how Bizwazi separates money held in Cash, M-PESA and Bank accounts. Featured guide
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How Today, This Week, Month to Date and YTD figures work Understand the time periods used by Bizwazi dashboard totals. Featured guide
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How profit is estimated in Bizwazi Understand how Bizwazi compares sales and expenses to estimate profit. Featured guide
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How to use daily balances Record opening and closing balances for Cash, M-PESA and Bank. Featured guide
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How to investigate a balance discrepancy Use Bizwazi to find why Cash, M-PESA or Bank balance does not match. Featured guide
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Why Cash, M-PESA and Bank totals may not match your real money Understand why Bizwazi balances may differ from the actual money you count. Featured guide
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What to check at the end of each business day Use Bizwazi to review sales, expenses, transfers and balances before closing the day. Featured guide
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What a trading day means in Bizwazi Learn how Bizwazi groups records by business trading day instead of only calendar date.
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What recent activity means on the dashboard Use recent activity to quickly review what has just been entered.
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Why the dashboard changed after editing a sale or expense Understand why dashboard totals update when records are changed.
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Why yesterday’s figures changed today Understand why older dashboard or report totals can change when old records are edited.
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