Help · Getting started & onboarding

How to read the Home dashboard

Home is today's picture of the business: cash, what customers owe you, what you owe, the sales trend and what needs attention.

Who can do this: Everyone with Books access.

Steps

Step by step

Open Home from the left menu.
Top cards: Cash & bank, Receivables (to receive), Payables (to pay), Sales this month and Purchases this month.
Overdue invoices and Bills past due list the oldest first; click one to open it and record a payment.
Sales and purchases — last 6 months shows the trend; Top expenses shows where money went in the last 3 months.
Your health score shows your latest Score report, or a button to generate one from your books.
Needs attention collects KPI targets, expiring documents, filings, trade realisations and board actions.

"Your books are not on Bebaak" means your organisation uses Intelligence with uploaded data only — Home figures then come from your last upload.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.