Dashboards

dashboards

The Dashboards option allows your DSR to view business related graphics and data. You can view your numbers for Sales and Costs using multiple variations for time periods.

 

You have 3 data tabs available:

Total Sales

Sales by City

A/R Overview

 

You have these time period options:

 

Year and Quarter  

Year and Month  

Last 7 Days  

EOP-DB-TotSales

Total Sales Tab

Once the time period is selected tap a column to view the detailed sales or cost numbers. A list of customers will display with their sales, costs and gross profit  numbers.

 

Tap a customer to see how many invoices their numbers represents in the lower section of the screen.

 

EOP-DB-TotSales-Cust

Then tap an invoice in the lower section of the screen to view the invoice details as read only.

 

EOP-Inv103262

Sales by City Tab

When the time period is set tap a section of the pie chart to view the detailed sales and cost numbers for that city. A list of customers will be display with their sales, costs and gross profit numbers that make up that section of the pie chart. Tap the customer to see how many invoices their numbers represent in the bottom section. Then tap an invoice to view the details.

 

EOP-DB-SalesCity

A/R Overview Tab

An overview of your DSR’s A/R (Accounts Receivables) status for periods from zero through 60 days will be displayed when the A/R Overview tab is selected. Tap a column to view the detailed A/R numbers and list of customers with that A/R status. Tap the customer to see how many invoices their A/R status represents. Then tap an invoice in the list to view the invoice details.

 

EOP-DB-AR