Dashboard Module
The Dashboard Module is the central hub of the SaaS accounting software. After successfully authenticating into the system, users are redirected to the Dashboard. This module provides a comprehensive overview of organizational statistics, including financial performance and key metrics.
Features
- Key Metrics Overview: Displays essential financial data such as Total Sales, Payment Received, Payment Sent, Pending Sales, Approved Sales, Total Purchases, Total Debit Note, and Total Profit.
- Bank and Cash Balance: Showcases the current balances of cash and bank accounts.
- Transaction Summary: Provides a list of recent transactions, including invoices and their statuses (e.g., approved).
- Recent Statistics: Visualizes sales and revenue data in an interactive graph format.
- Stock Alerts: Highlights products with low inventory to prompt timely replenishment.
- Top-Selling Products: Lists the most popular products along with their sales data and revenue contributions.
How to Use
- Review the Key Metrics Overview to get an instant snapshot of your organization’s financial health.
- Check the Bank and Cash Balance section to monitor cash flow and available funds.
- Explore the Transaction Summary to track recent invoices and their statuses.
- Analyze Recent Statistics using the interactive graph to evaluate sales and revenue trends.
- Address Stock Alerts by restocking products that have reached alert levels.
- Leverage the insights from Top-Selling Products to optimize inventory and marketing strategies.
Screenshot
Below is a visual representation of the Dashboard Module interface:
