The Sales Dashboard gives a single-screen view of open quotations, orders, and invoices, plus charts for revenue, items, customers, employees, and returns. Filter by period and employee where supported.
Go to Sales → Sale Dashboard from the left menu. Each widget is shown based on your user role — widgets you cannot access are hidden.
Sales Dashboard
Sale Stats
The top row shows three summary boxes with count and total value. Each box links to the filtered list and offers +NEW and list shortcuts.
| **Widget** | **What it shows** | **List filter** |
|------------|-------------------|-----------------|
| Open Quotations | Approved/open quotations awaiting conversion | Status = Approved |
| Open Orders | Orders not fully invoiced (includes partially received/received) | Status = Approved, Partially Received, or Received |
| Open Invoices | Invoices with outstanding payment | Status = Approved or Partially Paid |
Sales Revenue Chart
Bar chart comparing three series over the selected period:
| **Series** | **Description** |
|------------|-----------------|
| Gross Sales | Total sale value before net adjustments |
| Sale Value | Net sale value |
| COGS | Cost of goods sold for the same period |
Period options: 30 Days, This Month, Last Month, 12 Months, This Year, Last Year, This Financial Year, Last Financial Year.
Item Wise Sale Chart
Shows top-selling items by quantity or value. Items beyond the top 15 are grouped as Others.
| **Control** | **Description** |
|-------------|-----------------|
| Period | Same period presets as other dashboard charts |
| Type | Toggle between quantity and value |
| Employee | Optional filter — limits sales to a specific employee |
Top Customers
Lists customers ranked by sale value for the selected period. Optional employee filter limits sales attributed to that employee.
Period options: 30 Days, This Month, Last Month, Last 3 Months, 12 Months, This Year, Last Year, This Financial Year, Last Financial Year.
Employee Wise Sale Chart
Bar chart of total sales by employee for the selected period. Employees without a name are shown as Others.
Period options: Same as Item Wise Sale Chart.
Sales vs Return Chart
Compares Sale Value (taxable amount total) against Return Value (sale return taxable amount) over the selected period.
| **Series** | **Description** |
|------------|-----------------|
| Sale Value | Taxable amount from approved sale invoices |
| Return Value | Taxable amount from sale return orders / credit-related returns |
Period options: 30 Days, This Month, Last Month, 12 Months, This Year, Last Year, This Financial Year, Last Financial Year.
FAQ
Why are dashboard figures different from reports?
Differences can occur due to applied filters, date range, pending approvals, draft transactions, or your user role.
Can I create transactions from the dashboard?
Yes. Use +NEW on the Open Quotation, Open Order, or Open Invoice widgets, or open the linked list to view existing records.
Why is a widget missing?
Dashboard widgets are shown based on your user role. Contact your administrator if you need access to a specific chart or stat box.
Will dashboard data update automatically?
Yes. Data refreshes based on the latest approved transactions in the system.
Are draft and pre-approved invoices included in sales charts?
Typically no. Dashboard revenue widgets focus on approved sales unless a widget explicitly shows open or pipeline documents.
How do I see top customers from the dashboard?
Use the Top Customers widget. Run the full report for export and custom date ranges.
Why does my dashboard differ from another user's?
Role-based widget visibility and branch/center scope can filter what each user sees. Compare using the same filters on Sale Report.
Can I drill from a chart into detail?
Most widgets link to the underlying list or report. Click through to open quotations, orders, or invoices in the selected period.
