Dashboard

In the dashboard, you can check and monitor the quick and brief insights of your company’s analytics.

 

Viewing the Dashboard Body

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

In the top row, you can view the following insights in the form of separate blocks:

1. Number of Salesman
2. Number of Customers
3. Number of Sales Collectors
4. Number of Sales Areas

From each block, you can select the insight depending upon the number of days. You can click on the drop-down list and select Last 7 days or Last 14 days.

Note: This page shows graphs that can be selected as per your requirements like Bar Graph, Line Graph, and Pie Graph.

Viewing the Payments

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Payments
2. Total of Payments
3. Cash Payments
4. Cheque Payments
5. Deposit Payments
6. e-Transfer Payments

 

Viewing the Receipts

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Receipts
2. Total of Receipts
3. Cash Receipts
4. Cheque Receipts
5. Deposit Receipts
6. e-Transfer Receipts

 

Viewing the Purchase Quotation

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Quotations
2. Total of Quotations
3. Quotationed Quantity
4. Processed Quantity

 

Viewing the Purchase Order

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Orders
2. Total of Orders
3. Ordered Quantity
4. Processed Quantity

 

Viewing the Purchase Invoice

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Invoices
2. Total of Purchases
3. Cash Purchases
4. Credit Purchases

 

Viewing the Purchase Return

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Documents
2. Return Amount
3. Return Quantity

 

Viewing the Payment on Credit Purchase

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Payments
2. Total of Credit Amount
3. Paid Amount
4. Amount Due

Note: Record not found means any data entry against this type of entity is not available.

 

Viewing the Sales Quotation

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Quotations
2. Total of Quotations
3. Quotationed Quantity
4. Processed Quantity

 

Viewing the Sales Order

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Orders
2. Total of Orders
3. Ordered Quantity
4. Processed Quantity

 

Viewing the Sales Invoice

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Invoices
2. Total of Sales
3. Cash Sales
4. Columns for reporting

 

Viewing the Sales Return

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Documents
2. Return Amount
3. Return Quantity

 

Viewing the Sales Collection

To view the dashboard, go to the Dashboard (at the top of the left blue menu bar), the dashboard page is displayed.

The highlighted box shows the drop-down list. From this drop-down list, you can select Last 7 Days or Last 14 Days.

This block shows the following entities:

1. Number of Collections
2. Total of Collections
3. Discount Amount

Note: Record not found means any data entry against this type of entity is not available.

 

Setting the Graph Rights of Dashboard

To set the graph rights of the dashboard, go to Configurations > Security > Users, the Users page is displayed.

The highlighted Set Graph Rights icons in front of each entry/row is responsible for setting the graph rights of the dashboard.

Note: From the drop-down list in front of each entity you can set the graph of your requirement.