Dashboards gather the key KPIs (sales, profit, receivables) into one interactive screen so management can track performance without opening many reports.
Path: Dashboards
- Open the Dashboards app and pick a dashboard from the sidebar.
- Read the top KPI cards: current value and % change vs prior period.
- Use the date filters — This Month, Last 7 Days, or From/To.
- Hover charts to see per-point values.
- Click any KPI to drill through to the source report.
- Enter Edit mode (if allowed) to rearrange or hide cards.
- Pick the Company/Branch from the top switcher if the dashboard is company-scoped.
- Save the filter as a favorite for next time.