Dashboard Overview
The dashboard is where you run everything. This page explains the home screen, how the sidebar changes with your business type, plan and role, and the shortcuts that save time.
The home screen
The home screen is a set of cards. Which cards you see depends on your business type.
Online store
| Card | What it shows |
|---|---|
| Setup checklist | Essential and grow steps with a readiness bar. See Launch Checklist. |
| AI welcome | A greeting and a short AI insight about your store, with a way into the Vendor AI Agent. |
| Stats | Total Revenue, Active Orders, Gross Profit and Active Customers. |
| Visitors | Traffic to your storefront over time. |
| Sales chart | Revenue over the period you pick (for example the last 30 days). |
| Quick Actions | Shortcuts to common jobs: add a product, connect payments, set up shipping, custom domain, AI connector and more. |
| Active theme | The theme your storefront uses, with shortcuts to edit or preview it. |
| Top products | Your best sellers. |
| Top customers | Your highest-spending customers. |
Business website
| Card | What it shows |
|---|---|
| Stats | Visitors, Page Views, Enquiries and Avg. Visit. |
| Visitors | Website traffic over time. |
| Recent enquiries | The latest contact-form submissions. They are managed in Leads. |
| Active theme | Your current theme, with shortcuts to edit it. |
| Top pages | Your most-visited pages. |
Rearrange the cards
Staff members see a dashboard built around their own work instead of the owner's business totals. Staff who take bookings also get My Schedule in the sidebar, which lists their own appointments.
The sidebar
The sidebar is grouped the same way as this documentation. It adapts in three ways, so two people can see different menus:
| What changes it | How |
|---|---|
| Business type | Business Websites don't have Catalog, Orders, Customers or Discounts, and they get Client Projects when that extension is installed. Online stores get the full commerce menus. Some labels change too; a salon sees Services instead of Products. |
| Extensions | POS, Bookings and Client Projects appear only after you install their extension from Website › Extensions. |
| Your plan | Menus your plan doesn't include (such as Discounts, Campaigns, Bookings or Analytics) stay visible with a plan badge. Clicking one shows what the upgrade includes instead of opening the page. |
| Your role | Staff only see menus their permissions allow. Billing, Settings and Staff are for the store owner. See Staff & Permissions. |
Click the arrow at the top of the sidebar to collapse it to icons. On a phone, the sidebar opens from the menu button.
Switching stores
If you own more than one store, the store switcher at the top of the sidebar changes which store the whole dashboard works on. Products, orders, settings and plan are all per store. Use New store to create another one.
Search and shortcuts
| Shortcut | What it does |
|---|---|
| Ctrl/⌘ + K, or / | Opens search. Find any dashboard page or settings tab by name or by what it does (try “esewa” or “coupons”), start a new product, order or post, and search the documentation. Type two or more characters to also search your records: orders, products, customers, collections, website pages, blog posts, leads, discounts, appointments and media, including SKUs, barcodes, emails and phone numbers. |
| Search scopes | The chips under the search box narrow it to Pages & settings, Records or Help. Recent picks show when you open search, and “See all” opens the full, filtered list. |
| Ctrl + H or F1 | Opens Help & Tours. |
| View Website | The button in the top bar opens your live site in a new tab. |
Notifications
The bell in the top bar shows recent alerts. Notifications in the sidebar opens the full inbox, with views for All, Unread, Alerts (warnings and errors), and Orders and System when you have them. Search it, select several to mark read, unread or delete them, and undo a single delete from the message that appears. Notifications cover things like new orders, low stock, bookings and platform messages from the Joomni team.
AI features
AI features (the Vendor AI Agent, product and collection writer, page editor AI and more) run on your own Gemini or Claude API key and only show once you set them up in Settings › AI Features. Your AI provider bills you directly; Joomni uses no credits for them.