Dashboard Setup

Dashboard Setup
System Configuration> Security> Dashboard Setup 

 Dashboards allow one to view information on screen either via grid, bar graph or line graph. 

 There are multiple different types of dashboards. 

 Dashboards can be on a timer basis and put up on a wall for people to see. 

 Dashboards can have 3 different views 

 

 

 

 1 

 One quadrant full screen. 

 

 

 2 

 Two quadrants duel screen 

 

 

 3 

 Four quadrants 

 

 

 

 They are dashboards for sales, general Ledger and suppliers.  Each of the dashboards have specific criteria’s which can be modified 

  

Dashboard Quadrant Maintenance
There are multiple dashboards that can be added to be used in your dashboard 

 Click on Add to define which dashboard you want and define your criteria 

 Each dashboard has its own criteria to match your requirements

Sales Projected Dashboard
Video manual -  Click Here 

 This looks at the projected sales for the current month 

 Invoices processed less credit notes processed plus invoices in preparation plus invoices in recurring plus sales orders and quotations equal Total 

   

   

   

  

Total Daily Sales
This looks at the total sales per day for the current month 

 Invoices processed less credit notes processed equal Total 

 Total daily sales can be viewed by Bar or line graph 

   

     Graph view sample 

  

Monthly Total Sales
This is displayed as a Donut Effect 

 Input your monthly target 

 Select the size of the Donut in percentage 

 Select a Donut colour