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The Dashboard: Your Financial Command Center

  • admin67410
  • Mar 11
  • 2 min read

The Dashboard is the default screen when you launch Imprint Core, and it is where you will likely spend most of your time when you aren't actively running payroll. It provides a highly visual, instantly filterable overview of your publishing company's financial health.

Imprint Settings and Configuration Page


1. Defining Your View (Top Controls)

The Goal: Set the specific timeframe and metric you want to analyze.

At the very top of the Dashboard, you control exactly what data is being visualized.

  • From and To Dates: Select your date range. Because most royalty reports are aggregated monthly, these dates typically represent the last day of the month (e.g., 31/05/2025).

  • The Metric Toggles: Choose which core metric you want to visualize on the graph:

    • Income: Displays your actual revenue, automatically converted into your Base Currency.

    • Units: Displays raw sales volume (ebooks, paperbacks, audiobooks).

    • KENP: Displays Kindle Edition Normalized Pages read (crucial for authors enrolled in Kindle Unlimited).

  • Stack By: This dropdown changes how the bar chart is divided. You can "stack" your data by Title, Author, Vendor, Series, Marketplace or Format to instantly see what is driving your revenue.


2. Deep-Dive Filtering

The Goal: Drill down into specific segments of your business.

The second row contains your granular filters. By default, these are set to "All," giving you a macro view of your business. However, you can use these dropdowns to answer highly specific questions:

  • Want to know how a specific series performed on Ingram Spark last quarter? Set the Vendor to Ingram Spark and select your Series.

  • Need to see how an author's audiobooks are doing? Filter by the Author's name and set Format to Audiobook.

⚡ How Imprint Automates Data: The filters you set here on the Dashboard are universal. If you set a specific date range and filter for a single author here to see what their data looks like, those exact same filters will be pre-loaded if you click over to the Statement Engine.

3. Key Performance Indicators (KPIs)

The Goal: Give you your most important numbers at a single glance.

The four large cards across the middle of the screen automatically recalculate whenever you change your dates or filters:

  • Total Income: Your net revenue for the selected criteria.

  • Units Sold: Total physical and digital copies sold.

  • KENP Reads: Total page reads for the period.

  • Top Market: The specific vendor and storefront (e.g., ACX-US or Amazon.co.uk) driving the most volume for your selected filters.

4. The Visualizer & Data Ledger

The Goal: Provide both a high-level visual trend and the granular data backing it up.

  • The Stacked Bar Chart: This dynamically visualizes your data based on your "Stack By" selection. A color-coded legend sits to the right, allowing you to easily track the performance of individual titles or authors over time.

  • The Data Table: The bottom of the screen displays the raw, line-by-line ledger entries powering the charts above it. It shows the Date, Title, Author, Market, Type, Format, Units, and Income for every single transaction in your filtered view. You can scroll through this to audit specific line items without having to leave the Dashboard.

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