Report Description
The Dashboard has different graphs to show the company health and compared to previous years. This report provides an overview of metrics that gauge company performance and constructs financial charts to summarize company health over time.
Parameters
Parameter Name |
Options |
Explanation |
Start Date |
|
|
End Date |
|
|
Branch |
All available branches |
|
No. of Years (Since) |
|
Number of years that we want to compare the data of |
Show Reports Contents |
True, False |
If set to True, shows the report contents like Total Sales Over Time, Total Gross Profit Over Time, etc. If set to False, then the report contents will be hidden |
Roll up to Parent Customer |
True, False |
If set to True, the totals are rolled up to their parent rather than department level. |
Report Fields
Field Name |
Explanation |
Gross Profit, Assignment and Orders |
Shows the comparison of gross profit in Gauge format Shows the counts of this week starting assignments and this week ending assignments Shows the counts of unfilled DH orders and unfilled DH orders |
Total Sales Over Time |
Shows the comparison of total sales overtime in Line Chart format |
Total Gross Profit Over Time |
Shows the comparison of total gross profit overtime in Line Chart format |
Yearly and Current Sales by Branch |
Shows the comparison of yearly sales per branch in Column Chart format Shows the comparison of current sales per branch in Column Chart format |
Yearly and Current Gross Profit by Branch |
Shows the comparison of yearly gross profit per branch in Column Chart format Shows the comparison of current gross profit per branch in Column Chart format |
Top 5 Customers by Total Bill and Gross Profit |
Shows the top 5 customers by total bill in Column Chart format Shows the top 5 customers by gross profit in Column Chart format |
Assignment Over Time |
Shows the comparison of assignment overtime per branch in Line Chart format |
Total Sales by Order Type |
Shows the comparison of total sales by order type in Column Chart format |
Gross Profit by Order Type |
Shows the comparison of total gross profit by order type in Column Chart format |
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