Welcome to Dreamcount: A Quick Tour

Last updated on: 05 Nov, 2025

Congratulations on joining Dreamcount! You've taken the first step to unify and simplify your business management. This guide will show you the 5 main areas of the platform to get you acquainted with your new command center.

1. The Dashboard

This is your daily starting point. Here, you'll see an instant summary of your business's health: monthly sales, expenses, accounts receivable and payable, and a historical performance chart.

2. Navigation Menu

On the left, you'll find the main menu, organized by modules: Sales, Finance, E-commerce, etc. You can access all functionalities from here.

3. Universal Lists

All list screens (Customers, Invoices, Products) share a modern design with instant search, filters, and sorting options so you can find what you need quickly.

4. Quick Action Menus

On many screens, you'll see contextual action buttons that allow you to perform the most common tasks with a single click, such as "Convert Quote to Invoice" or "Add New Lead".

5. Your Account Settings

Click on your avatar in the top-right corner to access your profile settings, manage users, and customize your company's settings.