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Standard Report - Dashboard

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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.

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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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