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Cash Dashboards and Reports

Tracking your numbers in real time gives you the insight and peace of mind that all is well.

Track receivables, bank balances, stock payables, bills payables, sales, profit margin, stock purchases and inventory value all in real time on a single dashboard.

Know your domestic and foreign bank account balances in real time.  Track your profit which a realtime Income Statement on both enterprise and branch levels. Aged Payables and Aged Receivables keep you informed about your cash pipeline.  

There are over 50 built in dashboards and reports so you are kept totally informed.

Cash Dashboards and Reports

Tracking your numbers in real time gives you the insight and peace of mind that all is well.

Track receivables, bank balances, stock payables, bills payables, sales, profit margin, stock purchases and inventory value all in real time on a single dashboard.

Know your domestic and foreign bank account balances in real time.  Track your profit which a realtime Income Statement on both enterprise and branch levels. Aged Payables and Aged Receivables keep you informed about your cash pipeline.  

There are over 50 built in dashboards and reports so you are kept totally informed.

Sales

Know precisely where your sales are coming from and manage your cash flow based on solid data.

See future cash flow with the Pending Sales and Pending Quotes reports. There are dashboards on Daily Sales, Branch Sales, Staff Sales, Customer Sales, Product Sales, Product Category Sales,also sales by region and industry.

Set sales targets with the built in sales budgets functionality that is automatically updated by product sales

Monitor Leads sales pipeline from the very strong and detailed leads management system which gathers a rich set of data on converting leads to sales.

Purchases

Control spending and focus on ensuring that you have the correct stock is vitally important.

Know what you owe in real time with the Aged Payables report. There are four types of purchases that are tracked, these are Stock, Bills, Freight and Fixed Assets.

A stock purchase dashboard tracks daily stock purchases. There are reports based on our branch, supplier,  product and product category. Bills reports monitor non-stock purchases and freight charges and fixed asset purchase are reported separately. Reports filter by date range and can be exported to a spreadsheet.

Purchases

Control spending and focus on ensuring that you have the correct stock is vitally important.

Know what you owe in real time with the Aged Payables report. There are four types of purchases that are tracked, these are Stock, Bills, Freight and Fixed Assets.

A stock purchase dashboard tracks daily stock purchases. There are reports based on our branch, supplier,  product and product category. Bills reports monitor non-stock purchases and freight charges and fixed asset purchase are reported separately. Reports filter by date range and can be exported to a spreadsheet.

Forex & Inventory

Forex

List the spot foreign exchange transactions used to settle business cash flows. Know the exchange used for costing purposes.  Manage forward foreign exchange contracts and know the remaining cover available and what the used portion covered.

As these transactions are true hedge contracts it is important to know the forex gain/loss on all deals.


Inventory

Know your inventory make-up and valuation with overall category and branch inventory dashboards. Optimise your stock levels with inventory reports on Product Category, Product, Branch and Warehouse.  Reports filter by date range and can be exported to a spreadsheet.

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