Merchant Dashboard
Product version: 1.0.0+1 Last updated: 2026-08-13 Audience: Tenant Owners, Tenant Employees
Overview
The Merchant Dashboard (/dashboard) is the home screen for one active organization. It answers: how is this organization doing, what is happening, and what needs attention?
Projection: GET /api/dashboard/v1/dashboard/tenant/{tenant_id}
Live overlay: inventory GetLowStockItems, GetExpiringItems, and expiringSoonCount.
Requires dashboard:read and an active organization context. Switching organization reloads the page for the new tenant. Pull down to refresh both the projection and the live overlay.
There is no export report on this page. Detailed management stays in Product, Inventory, Requisitions, Billing, Members, and Audit.
Sections
| Section | What it shows |
|---|---|
| Snapshot time | When the tenant projection was read |
| Needs attention | Only when something is wrong (subscription, stock, expiring lots, pending requisitions, in-transit transfers, overdue invoices, seats ≥ 90%, storage ≥ 75%) |
| Tenant KPIs | Products, product items, inventory items (7-day low-stock sparkline when low stock exists), active members vs seats |
| Subscription & usage | Plan, status, amount, next billing, seats, storage (upgrade CTA at ≥ 75%) |
| Stock alerts | Live low stock, then projected alerts (deduped), then expiring lots. Calm empty state when healthy. Overlay errors are not shown as “healthy”. |
| Inventory activity | 30-day transactions vs low-stock trend |
| Inventory health | Healthy vs low-stock composition |
| Business | Sales MTD, gross profit MTD, inventory value, monthly revenue vs profit (up to 12 months) |
| Recent requisitions | Compact list when any exist |
| Recent activity | Latest ~8 tenant audit events (session / password / token noise dropped) |
| Quick links | Invite, Members, Stock, Billing Hub, Organization Settings (permission-gated) |
Refreshing
Pull to refresh. The dashboard reloads the projection and the live inventory overlay for the current tenant.
Related: Dashboard Overview | KPI Reference | Billing | Notifications