Your Main Menu Dashboard is your quick view and insight as to how your operation is performing. Each Widget has choices to which you can customize the data displayed.
NOTE: The Dashboard will refresh every five minutes.
To Add a Widget:
1. Click
Plus at the top
left of the Dashboard Workspace (under the Main Menu Toolbar). This will present
a list of available Widgets.
2. Double-click on the desired Widget to add. See available widgets below.
3. Size each Widget as you desire. All Widgets have a Maximize/Minimize button at the top right which will adjust a Widget’s size based on the space it occupies. You can also change a Widget’s size by dragging ↔ to resize. See examples below:
NOTE: As some Widgets require a set amount of space to display, we recommend minimizing the size of all Widgets to facilitate adding new ones.
4. Move each Widget to achieve the desired placement.
Widget |
Details |
Pending reminders
Note: Reminders will turn red once they are expired and will post as tiles on your desktop. To Snooze click the snooze button and to dismiss click on the Dismiss button |
1. To Create a reminder, Click Add 2. Enter a note or subject for the reminder, select the date to be reminded on and the time. Enter notes about the reminder by clicking the icon. 3. To Edit a reminder, click to highlight the reminder and select the pencil icon. 4.
To delete a reminder, click on the
reminder and select the Delete 5.
Click Save |
Top 10 Price Change Trends |
Displays the top price changes +/- over the specified period. Note: that you can change the date range to view last 30 days, this week, last week, this month, last month or custom. Once chosen this will be how the widget displays until changed. |
Order reminder |
This widget will display all items below set minimum item par levels. It is a reminder only and you will need to open the order window to place the order. |
Period Purchases |
This widget will display a bar graph of purchases by Chart of account within the time parameters set in the “show Data For” drop down list. Each supplier will be listed as a different colour and if you ‘hover’ your mouse over the bar graph an account breakdown will be displayed. |
Cost of Sales (Graph)
|
This is a great tool for quickly analyzing inventory groups and trending over up to 4 inventory periods. Simply select a date and the next 4 periods will display on the screen in line graph format. Hover over the plotted points to see a quick summary of the percentage of sales for each group. |
Weekly Sales Summary |
This listing will give a breakdown of weekly sales by category. |
Cost of sales |
The cost of sales widget (like the cost of sales graph widget) will display the last 4 inventory cycles actual cost of sales percentages. A great tool to see trending on your costs. Select the date range if you wish to change. Remember though the maximum number of inventory cycles is 4. |
Pending Sales |
This widget shows all pending sales (Sales processing errors). Each date will be listed and the value of the pending sales. To fix pending sales, highlight the desired dates (use SHIFT key to select multiple dates). Click Fix. This will open the pending sales window. |
Period Sales |
The period sales widget will display a pie chart of the category sales for the desired period. You can choose the period to show data for in the drop-down list. If you hover your mouse over the chart the sales revenue will be displayed. |
General Activity Note: This widget will require a complete row to display properly. Best located at the bottom of the dashboard. |
The general activity widget is a quick look at what work has been completed for the week or what sales have (or have not) been processed. The sales amounts, invoices, inventories orders and events will be displayed along with totals. To adjust the week start day, click the settings icon (located in the widget). |
For more information on Main Menu Dashboard Widgets, watch this short video titled Introduction to Dashboard Widgets. https://www.youtube.com/watch?v=DMFZhKJgVIo