INSIGHTS
In addition to knowing the Profit & Loss situation and Cash Flow of your company, knowing what drives the sales and where the money is being spent is also very important.
This is where our Insights Dashboard comes in.
You can see the trend of Sales, Expenses and Refunds by Month.
The second page of the Dashboard provides valuable information on where the sales and expenses are happening – broken down by Sub Category and Customer/Supplier.
Let's look at each chart closely.
Sales Amount by Month
Only Invoice and Instant Sale transactions are included in this chart.
Expenses Amount by Month
Only Bill and Instant Expense transactions are included in this chart.
Refunds to customer by Month
Only Refund to Customer transactions are included in this chart.
Refunds from Supplier by Month
Only Refund from Supplier Sale transactions are included in this chart.
Sales Amount by Sub Category
Only Invoice and Instant Sale transactions are included in this chart.
Top Customers by Sales Amount
Only Invoice and Instant Sale transactions are included in this chart. The chart shows the customers ordered from highest sales amount to lowest.
Expense Amount by Sub Category
Only Bill and Instant Expense transactions are included in this chart.
Top Suppliers by Expense Amount
Only Bill and Instant Expense transactions are included in this chart. The chart shows the suppliers ordered from highest expense to the lowest.
SLICERS
In addition to the Date slicer that allows filtering by month, there are three other slicers - Category, Sub Category and Customer/Supplier.
