About the Dashboard

The Dashboard has been created to provide a quick overview of the performance of the business. 


 

It graphically shows key sets of data over three specific periods — by month to date, quarter to date or year to date. It also shows relevant data and transactional alerts to ensure the business processes are running smoothly.

The Ribbon displays what date range the dashboard is working off. The different ranges that can be selected are:

  • Year to Date (which is the calendar year)
  • Quarter to Date
  • Month to Date

Toggle Sales data to display
You can specify what sales data you want to display on your Unleashed dashboard (Profitability, Activity and Margin). You can to toggle between completes Sales Invoice data or completed Sales Order data. The default setting is Sales Orders. You can change this setting via Company Settings.


Profitability section

This section enables businesses to view and keep track of how much money they are making by selling their goods or services. The key numbers to review are sales revenue and sales margins.

You can review the Margin Enquiry to understand which products are making money and where some product margins may be affecting the overall margin and hence, profitability and cash-flow.


The Profitability dash displays three different indicators:

  1. Pie Graph: Represents how much of the margin (gross profit) each product group has made within the date range selected - located at the top of the page. It is based on the top 9 Product Groups and the remainder is grouped into one wedge. This is an effective way to view what group of products is the most profitable.
  2. Sales Revenue: Displays your total revenue for the date range selected.

    Sales Revenue includes charges such as freight handling fees etc that are entered in the Charges grid on the sales order.

    It is calculated by;
    the total of all of your sales minus the total of your credits for the period, which is your Total Revenue, also known as Total Turnover.
    The measurement is displayed as a percentage and cost currency measurement. It also demonstrates how this measures up to the previous period. Decreases are marked with a red arrow, increases with a green arrow and no change displays with a yellow dot.
  3. Sales Margin: Displays —in a percentage format and cost currency measurement— the average margin you have made on each sale for the date range selected. It also displays how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot. You can reconcile these figures using the Margin Enquiry for the same date range, i.e. your sales margin.


Activity section

In this section, it contains the total number of sales for a period, this is an important indicator of sales activity and the total items per sales provides an opportunity to analyze the activity and the business best performing products.


The Activity dash displays three different indicators:

  1. Pie Graph: The graph represents how much of the sales each customer type has made in the date range selected — located at the top of the page. It is based on the top Customer Types and the remainders are grouped into one wedge. This is an effective to determine what type of customers are buying the most.
  2. Number of Sales: The Number of Sales will show your total number of sales for the date range selected at the top of the page. It will also show how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.
  3. Items per Sale: The Items per Sale will show you on average how many items are on each order for the date range selected at the top of the page. It will also show how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.


Stock section

In this section, you can understand the total number of a business's stock. This provides you with knowledge of;

  • The value of stock available for sale (Value of Stock),
  • How much money has been committed and tied up in stock (Purchases Value).

The more stock that a business has purchased then the more it has to sell to recover the cost and higher the risk that the business has of not being able to sell that stock before it becomes obsolete in the market.

If you want to know the detail of the figures that make up the value of stock, run the Stock on Hand Enquiry report.

If you want to know the detail of the figures that make up the purchase value, run the Purchase Enquiry report for the period and filter the report to show only orders with a Completed status.


The Stock dash will show you two metrics:

  1. Value of Stock: The value of stock shows you your current stock value and compares that to the stock on hand based on the date range selected at the top. It will also show how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.
  2. Purchases Value: The Purchases Value shown is the total purchases for date ranges selected at the top.

Purchase Value is calculated as follows:  Total value of completed Purchase Orders minus (-) the total value of your completed supplier returns over the specified period of time.

It will also show how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.


KPIs section

In this section there are two KPIs that alert a business to possible performance issues that may affect current or future profitability, they are annual stock turns and average days to sell.


The KPIs dash will show you two metrics:

  1. Stock Turns: The Stock Turns will measure how many times the inventory is sold or used in the specified period selected at the top of the page. The Stock Turns function shows how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.
    It is one of the best ways to know if you are overstocked, i.e. low turnover may show that you are overstocking, obsolescence or there are deficiencies in your product line or marketing effort. Conversely, a high turn over rate may show inadequate inventory levels etc.

Stock Turns are one of the best ways to know if you are overstocked. It is a measure of times inventory is sold or used in a time period.
Calculating Stock Turns:  
Previous years Total Cost from the SOH Enquiry (E.g 07/03/015  =  100).
Current years Total Cost from the SOH Enquiry (E.g 07/03/16 = 150)        

Previous Years Cost + Current Cost /2 = Average Inventory
100 + 150 / 2 = 125                          

Cost of Goods Sold = Total Cost from the Margin Enquiry (e.g 07/03/2015 - 07/03/2016 = $500 + Credits for the same date range within the Credit Enquiry $200 > gives us $700
GOGS / Average Inventory = Stock Turns
700 / 125 = 5.6

  1. Average Days to Sell: The Average Days to Sell measures how long it will take you (on average) to sell all your stock in the specified period selected at the top of the page. It will also show how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.

The Average Days to Sell is another key indicator of business performance as it shows how long this stock is sitting in stock on hand before it is sold.
The calculation for Average Days to Sell is 365 / Stock Turn.

If you want to view the availability of your products, view suggested reorder amounts, view low and high stock level alerts and drill down into product transaction details, see the Reorder report.


Margin section


The Revenue and Margin graph enables you to track revenue over time and compare it directly to the Margin you are making (Revenue is blue, Margin is Red). It is based on the specified period at the top of the page. It also shows how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.


Transactions section

The Transactions area of the dashboard displays all outstanding transactions and alerts for each area of Unleashed. It enables you to be keep up with sales orders, follow up purchase orders and maintain suitable stock levels. It also helps identify parked transactions that are still yet to be processed.

Open Quotes: When selected, this brings you to a list of all open Quotes to be actioned.
Open Sales: When selected, this brings you to a list of all your open Sales to be actioned.
Open Purchases: When selected, this brings you to a list of all your open purchases to be actioned.
Open Credits: When selected, this brings you to a list of all your open credits to be actioned.
Open Stock Adjustments: This brings you to a list of all your active stock adjustments.
High & Low Stock Alerts: When selected, by clicking either of the alerts, it will take you to the re-order report to drill down further and re-order where necessary. For example, if you click on the Low Stock link it takes you to the Reorder Report where you can replenish any low stock at a global or per warehouse level.

If you have Per Warehouse Tracking selected, then the Low Stock Level and High Stock Level alerts are triggered per warehouse, enabling you to have multiple alerts per product!

The low and high stock alerts are calculated from the minimum and maximum stock conditions entered against each product. When selecting the stock alert links, you will be taken to the Reorder Report,  either you can then filter and run to identify at risk product lines.

The late sales and purchases are calculated from the date entered on those documents as the required date (for orders) or delivery date (for purchases).


Dashboard Tutorial