Learn where all the key features live by watching the video below or scrolling to read our step-by-step guide.

In the top left is the main navigation. Here you will see tabs for the Dashboard, Accounting, and Analytics pages.

The Dashboard displays business-critical metrics like cash flow, revenue by channel, profit and loss, expenses, orders posted, and recent orders. Learn more about the Dashboard here.

The Accounting page is where you will be able to review all of your transactions before you post them to your accounting solution.

The Analytics page is where you will see powerful statistics about your business including total sales, total orders, sales tax, total shipment, trending products, product sales by region, top customers, returning versus new customers, and more.

If you have Webgility set up to post orders as individual sales receipts you will see a Products page where you can map, sync, and manage your product catalog.

In the bottom left of the main navigation, you will see Settings. This is where you can add connections and adjust your settings.

In the bottom right, you will see a live chat option. Just click on the orange icon to get answers to your questions by connecting directly with our customer success team, or finding help articles and videos.

The top right drop-down enables you to select or switch between your sales channels.

You can also manage your account here by clicking the person icon.

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