Dashboards

Dashboards gather the key KPIs (sales, profit, receivables) into one interactive screen so management can track performance without opening many reports.

Path: Dashboards

1. Open the Dashboards app and pick a dashboard from the sidebar.
2. Read the top KPI cards: current value and % change vs prior period.
3. Use the date filters — This Month, Last 7 Days, or From/To.
4. Hover charts to see per-point values.
5. Click any KPI to drill through to the source report.
6. Enter Edit mode (if allowed) to rearrange or hide cards.
7. Pick the Company/Branch from the top switcher if the dashboard is company-scoped.
8. Save the filter as a favorite for next time.