Dashboard

Dashboard Customization

The Business dashboard uses a two-section layout: P&L Summary (and related category bars) above, then Product Analytics and Other Metrics below when those widgets are enabled.

Use Edit to show or hide widgets. On desktop, drag the six-dot handle to rearrange within a section. Preferences save to your account so the layout persists across sessions.

P&L Summary Widgets

P&L Summary highlights core operating metrics for the selected period granularity (monthly, quarterly, or annual/YTD):

  • Total Revenue
  • Gross Profit (and margin context on the full P&L)
  • Operating Expenses
  • Net Income

Optional per-category bar widgets can sit with this section. Amounts follow your display currency and the same Business P&L formulas as the P&L page.

Product Analytics

Product Analytics sits between P&L Summary and Other Metrics when you have platform integrations connected and matched.

Typical widgets show per-platform revenue, fees (amount and % of sales), refunds, and — where order sync exists (for example Etsy or Shopify) — top products. Etsy Ad Spend (and Ad Spend %) appears when advertising fee lines are matched into Marketing & Advertising.

These metrics are cash-basis views derived from matched platform allocation splits, not a separate accrual analytics product.

Other Metrics

Other Metrics includes operating drill-downs such as Revenue / COGS / OpEx by category, Top Merchants, Highest Increase or Reduction vs. Prior Year, and — when Business budgeting is enabled — Top Over/Under Budget widgets.

Use Edit to toggle widgets and drag to rearrange. Over/Under Budget widgets stay hidden while budgeting is off in Settings.