Dashboard

Top  Previous  Next

 

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

      Arrow_Blue

CompanyEmployeeQuote & Sales OrdersWorkshopStock ItemSupplierCustomerGeneral LedgerInvoiceFile_Menu_Main

Dashboard Overview

Go to: File > Dashboard

Overview

The Dashboard provides a real-time snapshot of your business performance. It consolidates key financial and operational data into a single, easy-to-read screen, eliminating the need to run multiple reports.

Note: In the Employee form, you can specify whether the Dashboard should open automatically when each employee logs in. This setting can be configured individually for each employee.

 

Reports available in the Dashboard

The following report categories can be accessed directly from the Dashboard:

Sales

•Sales Overview

•Sales Budget

•Sales Pipeline

Inventory

•Stock Overview

•Stock Variance

Financial

•Cash Flow

•Financial Statements

•KPI Reports

Customers & Suppliers

•Customer Reports

•Supplier Reports

 

http://bit.ly/SI_Dashboard

 

 

 

 

 

 

 

 

 

 

 

Keywords: Dashboard,Slow Movers