Dashboard – Sales
The Dashboard available in the Sales module portrays the following.
Let us have a look at the various sections In the Dashboard.
Sales Revenue
Sales Revenue is the income received by a company from its sales of goods or the provision of services.
This section will graphically display the Sales Revenue generated by the Company corresponding to each month.
Receivables Bills Ageing
The Receivables section displays the amount your customers owe you. The section is divided into various parts based on the Ageing types.
You can select any section or Overdue to view based on Aging Details report.
Clicking the aging part will list out the Customer list with their Outstanding amount.
Clicking the Customer Name will list out the bill-wise split details.
Orders due to be supplied (Today)
This Section will display the Item to be supplied on the current date, based on the OA recorded.
| Fields | Description |
| OA Code | Code generated for the Corresponding Order Acknowledgement. |
| Customer | Name of the Customer. |
| Value | Total Amount or the Value of the OA. |
You can see the overall OA list by clicking the Show all. You can also download the list by clicking the Download icon in the top.
OA Overdue
This section will list out the OA that has been overdue and has not been converted as Invoice.
| Fields | Description |
| OA Code | Code generated for the Corresponding Order Acknowledgement. |
| Customer | Name of the Customer. |
| OA due date | Date of delivery of the goods mentioned while recording OA. |
| Value | Total Amount or the Value of the OA. |
You can see the overall overdue OA list by clicking the Show all. You can also download the list by clicking the Download icon in the top.
Top Geographies
This Section will shows the top 10 list of sales done based on the Region with the sale value under the selected date range.
Also you can toggle between the State and the City.
Top Customers
This section will show the list of Top 8 Customer that you have dealt with.
The list is generated along with the total sale value to the corresponding customer.
Payment Collection
This section will graphically represents the Payment Collection made.
The Graph shows Rs in Lakhs Vs Month. The On-time collections made are notified in blue whereas the Delayed collections are notified in red.
Most Recent Customer
This Section will show the list of most recent Customer you dealt with.
| Fields | Description |
| Customer | Name of the customer. |
| Since | The date of transaction started with this customer. |
| Value | Total value/Amount. |
Item Sold Recently
This Section will show the List of Item sold recently.
| Fields | Description |
| Material | Name of the Material. |
| Quantity | Total Quantity sold. |
| Invoice No | Invoice Number through which the material has been sold. |
| Issued on Date | Date on which the Invoice has been generated |
| OA Code | The corresponding OA number if available. |
| Customer | Name of the Customer. |
You can also redirect to the Material Report by clicking Go to Report.