This article is intended for users connected to Sage 50 UKI through Sage Copilot Mobile.
The Dashboard is the main screen in Sage 50 Mobile — a clear, compact, and always up-to-date view that summarises the financial and commercial health of your business.
Every time you open the app, you get an overall snapshot with key data synchronised from Sage 50.
It’s designed for business owners and small companies who need to make quick decisions without reviewing complex reports.
💡 The Dashboard provides a real-time view of your key indicators to help you make fast, well-informed decisions.
What sections does it include?
The Dashboard is organised into three main areas, each focusing on an essential aspect of business management:
Commercial activity: Sales, purchases, and margins to assess overall performance.
Treasury: Pending collections and payments to anticipate cash flow.
Rankings: The most relevant customers, products, and suppliers in your activity.
Why is it useful?
The Dashboard lets you see how your business is doing in just a few seconds.
You don’t need to generate reports or interpret complex data — everything is grouped by topic and displayed visually and clearly.
This way, you can identify opportunities, detect potential deviations, and act confidently.
What else should you know?
Dashboard data is updated automatically from Sage 50, with regular synchronisations ensuring that the values always reflect the real state of your company.
If you work with multiple companies, remember that the Dashboard displays data from the last active one.
You can also refresh the information manually from the app’s main menu.
🔗 What’s next?
Now that you know what the Financial Dashboard is and what information it provides, it’s time to explore how each section works.
In the next article, you’ll find a detailed explanation of how the indicators are calculated, which records feed them, and how to interpret their values within the app. You’ll also learn how the data updates and what actions you can take from each panel section.
This walkthrough will help you make the most of the Dashboard and make better business decisions — with data that’s always clear and up to date.