Understanding Your Dashboard

Navigate the main dashboard and find the widgets that show your week at a glance
Use the sidebar to access all BakeOnyx features in a logical order
Locate key tools like Orders, Recipes, Production, and Reports quickly

Your Dashboard at a Glance

When you log into BakeOnyx, the dashboard is your command center. It's designed to show you the most important information about your bakery right away—what's coming up this week, what needs to be made, and what's due.

The main dashboard displays several helpful widgets:

This Week's Orders — Shows all customer orders and inquiries due this week so you can plan your production schedule
Scheduled Payments — Lists upcoming payment milestones so you know when money is coming in
Stat Cards — Quick snapshots of key numbers like total orders, revenue, or inventory status

Dashboard showing This Week's Orders widget, Scheduled Payments widget, and stat cards

Tip: Your dashboard widgets update in real time. Check back throughout the day to see new orders and payment updates as they come in.

Finding Features in the Sidebar

The left sidebar is your navigation hub. It's organized to match the natural flow of running a bakery—from taking orders, to making products, to selling them, to analyzing results.

Sidebar navigation menu showing main sections

How the Sidebar is Organized

The sidebar groups features into logical sections that follow your bakery workflow:

Orders & Sales: Dashboard, Orders, Recurring Orders, POS, Customers, Wholesale, and Storefront
Production & Planning: Recipes, Products, Ingredients, Production, Schedule, and Forecast
Supply Chain: Purchase Orders, Suppliers, and Deliveries
Business Management: Calendar, Expenses, Reports, and Settings
Content & Support: Content, News, and Agents

Quick Navigation Tips

Click any menu item in the sidebar to go directly to that section
On mobile devices, tap the hamburger menu icon (three horizontal lines) at the top left to open the sidebar
Use the search or quick-access features in your browser to jump to common tasks faster

Note: If you manage multiple bakery locations, you'll see a location switcher in the header at the top of the page. Use it to switch between locations and see data specific to each bakery.

Key Sections You'll Use Most

Orders — Create and manage customer orders, track status, and see delivery dates.

Recipes — Store your formulas and ingredient lists so you can standardize production and scale batches.

Production — Plan what gets made each day based on orders and your schedule.

Schedule — Assign tasks to staff and set production timelines.

Reports — Analyze sales, costs, and performance to make better business decisions.

Settings — Configure your bakery details, team members, payment methods, and system preferences.

Getting Help with Bake Buddy AI

Need quick answers? The Bake Buddy AI chat panel is available from the sidebar. Click on Agents to access live chat support and AI-powered suggestions for your bakery.

Tip: The Agents section shows a live badge with the number of pending suggestions. Check it regularly to see AI-generated tips for improving your workflow.

Next Steps

Creating a New Order — Learn how to enter your first customer order
Creating a Recipe — Set up your first recipe in BakeOnyx
Importing and Exporting Data — Bring your existing data into the system

New on Your Dashboard (Spec 039 Growth Quick Wins)

Three cards appear on your dashboard as they become relevant. All three are tier-aware and hidden when empty:

Top Customers card — up to 5 of your best customers by lifetime spend. Appears once any customer crosses your top-customer thresholds. Learn more.
At-Risk Customers card (Growth+) — amber-accented card with customers predicted to churn; one-click win-back per row. Learn more.
Margin alerts banner (Growth+) — amber banner if any of your products are currently below your target margin. Learn more.

Bake Buddy's morning briefing also shows a new amber "customers at risk" badge when applicable.