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Executive is the screen you open when you are not in the shop. It answers one question — is the business alright today? — and then hands you off: every tile on it corresponds to somewhere else in the product where you can actually do something about the answer.

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What you’re looking at

The heading reads Today at a glance with today’s date beneath it. Run more than one branch and it becomes All branches or the name of the branch you have selected, with a branch select beside the heading. Then, in order down the page: Each financial card carries a small percentage against the immediately preceding window of the same length — pick 1–14 March and it compares against 15–28 February, not against a target. Green means the good direction, which for Cost of goods, Expenses and Stock loss is down. The arrows hide when the previous window was zero, rather than divide by it. Revenue mix this week appears only once both sides have sold something. A bar reading 100% / 0% says nothing you did not already know, so the product does not draw it. A pharmacy whose till has been quiet reads zeroes, not an error. A pharmacy without the plan sees one card instead of the page — see Who can do this.

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Read the shop, then go and act

The dashboard deliberately does not let you fix anything. Every figure has a home:

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Switch between branches

1

Open the branch select

It sits beside the heading and appears only when you run more than one branch on a plan that includes multi-branch reports. The first entry is All branches ({n}).
2

Read the roll-up first

On All branches the figures are the whole business added up, and the By branch card lists each site with its sales count and today’s net — red where a branch is under water.
3

Select a branch to drill in

Either pick it from the select or select its row on the By branch card; the whole page switches to that site. A branch other than the one you are signed in to shows the simpler Today’s net (revenue − cost − expenses) card rather than the range-filtered financials.

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Pull a report out

Exports live here on purpose — there is no export button on the Sales page.
1

Set the range on the Reports card

It has its own date-range picker, separate from the financials above it, and it opens on the last seven days. Click a start date then an end date; between the two clicks the page reports that single day, so the figures always match the control.
2

Pick the tab

Top products ranks products by revenue, with a Margin column. Sales Report is a bar chart plus a day-by-day table. Customer Report ranks customers by spend. Payment Methods is a doughnut with the money and share behind each tender.
3

Select Export Excel

The button reads Exporting… while the workbook is built, then downloads. It is built from the same figures the screen is reading, so the file can never disagree with what you are looking at.

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Export the period as accounts

Export accounts, beside the date-range picker, is the one to reach for when you are doing the books rather than skimming a tab. It covers exactly the window you picked and leads with three sheets:
  • Category Summary — one line per category, with its share of revenue.
  • Sales by Category — every product sold, grouped under its category, with a subtotal for each category and a grand total. The category is repeated on every row, so the sheet drops straight into a pivot table.
  • Reconciliation — the walk from those category totals to the money the till actually took, ending on a difference that should read 0.00.
The workbook also carries the Sales, By Day, Payment Methods, Top Products and Net Position sheets, and the file is named for the period rather than for the day you downloaded it — pharmacy-accounting-2026-03-01_2026-03-31.xlsx — so two exports taken the same afternoon do not collide.
Categories come from your inventory items, and “Uncategorised” is a real answer. A product lands there when nobody set a category on its inventory item, or when the catalogue entry is not linked to one. It is listed last no matter how large it is, and never folded into a real category — a total you cannot explain is worth more than a tidy one that is wrong. To shrink it, set categories under Inventory settings.
Why the Reconciliation sheet exists. Category totals add up what the products sold for. The Revenue figures add up what the sales took, which also includes tax, additional charges, flat fees and any whole-sale discount — none of which belong to a single product. The sheet walks from one to the other so the two numbers stop looking like a contradiction. If the difference is not 0.00, a sale carries a total its own lines do not add up to; the sheet says so rather than quietly adjusting it away.
For anything deeper — dispensing, workload, staff, predictive — use the full report workbench on Analytics rather than stretching these four tabs.

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Who can do this

Three separate gates decide what this page shows you, and they fail in different ways. Plan. Without Professional the whole page is a single card headed Executive dashboard: “Available on Professional and above — Upgrade to get the owner’s remote view of your pharmacy.” The multi-branch roll-up needs more than that: the multi-branch reports feature and more than one branch. With one branch you simply get the single-site view, with no select and no By branch card. Role. A Cashier / Till Operator reaches only POS and Sales, and a Pharmacy Technician is carved out of Expenses and Executive specifically — neither can open this page at all. Every other pharmacy role can. Permission. Without View the net position the financial block reads “Financial figures are hidden — needs authorisation from your clinic owner.” Without View cost prices and margin the Margin column is not drawn. Neither degrades to a zero — a zero would be read as “we made nothing”, which is a lie; absent says “not yours to see”. Two behaviours surprise people:
  • Enforcement is opt-in, per person. A colleague never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”.
  • A denied action is recorded; an allowed one is not. Hiding a row from someone’s sidebar is a convenience, not a boundary.
See Staff permissions.

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Check it worked

  • The date under the heading is your today, not the server’s — the page reads your device’s local business day.
  • Revenue for Today matches Total Revenue on Sales with the period set to Today.
  • After recording a running cost, the Expenses card rises and Net profit falls by the same amount.
  • An exported workbook opens with the same rows, in the same order, as the tab you exported it from.

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Common issues

The page is plan-gated. Everything on it is derived from data you already have, so it appears in full the moment the plan changes — nothing needs rebuilding. See Change your plan.
You can open the page but not read the net position. An owner grants View the net position in the permissions sheet. The tiles below the block still work.
A different message, and a different cause: you have the permission but the figures did not arrive. Change the range and back to re-read, and check the connection — this page has no offline mode.
Almost always unrecorded running costs. Rent, salaries, power and transport only reach the calculation once they are on Expenses; until then the figure is revenue minus stock cost, which is not profit.
Either the plan does not include multi-branch reports, or the branches are not all under the same ownership in the product. One branch always renders the single-site view.
That column needs View cost prices and margin. Where you do have it and a single product still shows —, no cost was recorded when that stock was received — see Receiving stock.
Refresh the page. The figures are computed for your device’s local business day, and a browser tab left open overnight is still asking about yesterday.

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FAQ

Because it is permission-gated and you have not been granted View the net position. It renders as a message rather than a zero on purpose — a zero would read as a bad day rather than a closed door. An owner or manager can grant it per person.
Exports were deliberately consolidated here. One Reports card, one range, four tabs, one workbook per tab — so two people exporting “last month’s sales” get the same file. Everything wider lives on Analytics.
Each one compares the card with the window immediately before it, of the same length. Green is the good direction, which for costs, expenses and stock loss is downward. They vanish on All time, and when the previous window was zero.
No, and that is the design. It is a read-only view for someone away from the counter. Follow the table above to the screen that owns the number, and do the work there.
No. Executive is a glance — today, this week, per branch, four quick reports. Analytics is the workbench: the full report set over any period, each with its own export. Owners tend to live here and visit there.