Some screenshot
Main page
Customer Number: total customers – more info is linked to Customer List Vendor Number: total vendors – more info is linked to Vendor List
Receivable Overdue: Receivable amount would be overdue – more info is linked to Receivable Customer report
Payable Overdue: Payable amount would be overdue – more info is linked to Payable to Vendor report
Monthly Recap Report: Sales amount by Month compare this year and last year
Vendor Active YTD: number of vendors who have at least one of activities this year vs total vendors
Customer Active YTD: number of customers who bought at least one of products this year vs total customers
Receive Overdue vs Income: Receivable amount would be overdue vs Income
Sales vs Target: Sales Amount year to date vs Target (Total Sales amount last year)
Total Revenue: Total amount of revenue components (compare with last year – higher is good)
Total Cost: Total amount of cost components (compare with last year - lower is good)
Total Profit: Total amount of profit (compare with last year – higher is good)
Customer
Customer Active by Year chart: Compare the active customers in three years
Customer Active by Month chart: number of Customers have bough any products through months this year Top 10 Customers report: List of 10 customers that have largest sales amount, compare with total sales Customer Outlet: Number of new customers, Returning Customers and Lost Customers in this year
Expensence
Expense Overall Chart: Compare the cost components in this year. It could be click on the label of components to hide or show the components in chart
Expense by Period Chart: Compare the cost components month by month. It could be click on the label of components to hide or show the components in chart
Income Statement: Statement of income current year which highlighted the cost components
Income Statement
Statement of Income compare three years
- Progress Bar: compare the component amount with Gross Sales
- Ratio: Compare the component amount with previous year
- Choose Period: Choose the range of date, it could be showed the range from begin month to end month
Sales YTD by Customer
List of sales amounts by customers month by month
Customer codes are linked to customer detail
Total: Total sales in the year
Months: show up to current month
Progress bar: compare sales the month vs total for the customer
Excel: Export data to excel file
Column Visibility: Show/Hide to column
Customer Detail
Show the detail information of customer
Amount Remaining Receivable: Receivable is remaining for this customer currently
Total YTD Sales: Total sales this year to this customer
Customer by Month chart: Sales Amount and Receivable remaining month by month
Show the detail information of product
Purchase vs Sales by months: Show sales amount, purchase amount month by month for this product.
Compare Balance Sheet (in million) in 3 years
It’s could be expanded or collapsed components to show detail or show summary
Progress bar: Compare the amount of child node with parent component
It’s could be select the month in Choose Period to compare month by year
Last updated
