# The Overview dashboard

Overview is the first screen in SorviAI Finance.

It does not hold any records of its own. Everything on it is a live read of the other eight modules, arranged so that the things needing a decision today sit above the things that are merely true.

![The Finance Overview screen. Total Receivables reads £0.00 total unpaid, with £0.00 current and £0.00 overdue. Total Payables reads £75.9K total unpaid, £0.00 current and £75.9K overdue. Income vs Expense plots daily bars beside Total Income £17.2K, Total Expense £113.1K and Net Profit minus £95.9K. Cash Flow, showing a closing balance of £55.4K, and Top Expenses sit on the row below.](https://www.sorviai.com/help/overview/overview-dashboard.png)

*A date range at the top right governs the screen; each widget can also carry its own.*

## What Overview is for

Overview answers three questions in order: what is owed to us, what do we owe, and is anything stuck. It is a starting point rather than a report. When a number looks wrong, click through to the module that owns it and investigate there, because that is where the filters, the audit trail and the edit actions live.

> **Note:**
>
> **Overview never owns data**
>
> There is nothing you can only fix from this screen. Every tile is a shortcut into Sales, Purchases, Inventory or Accountant. If a tile disagrees with a report, trust the report and check the report date range first.

## How the modules feed it

Almost everything in SorviAI Finance is one of two chains. Money coming in runs through Sales. Money going out runs through Purchases. Both post into the same accounts under Accountant, and Items plus Inventory supply the lines in between.

1. **Quote**: What you offered
2. **Sales Order**: What they accepted
3. **Invoice**: What you asked for
4. **Customer Payment**: What arrived

1. **Purchase Order**: What you ordered
2. **Purchase Receive**: What turned up
3. **Bill**: What they charged
4. **Vendor Payment**: What you paid

Reading those two rows is most of what you need to understand the product. Every other module supports them: Items defines the lines, Inventory tracks what those lines did to stock, Taxes handles what the government takes, Accountant holds the accounts it all lands in, and Documents keeps the paperwork.

## Where to go next

The two articles below cover the rest of this screen: what each tile is actually counting, and how to reorder the sidebar so the module you live in is the one at the top.