Your dashboard is your quick view and insight as to how your operation is performing. Each widget has some choices to which you can customize the data displayed.
NOTE: The dashboard will refresh every 5 minutes.
To add a widget to the Main Dashboard,
1.
Click the Plus icon at the top left of the dashboard
workspace (under the OCDesktop toolbar). This will present a list of
available widgets.
2. Double click on the desired widget. See available widgets.
3. NOTE: Some icons require a set amount of space to display. We recommend adding widgets and minimizing the size to facilitate adding new ones.
4. Sretch to the size you desire - Each widget has a maximize/minimize button at the top right. These will make the widget smaller and larger within the space they are in to the main size they can be displayed. If sales are important to you then you can make them larger than all other widgets, or stretch to make the same width as others. Below are a couple of examples…
Widget |
Details |
Pending reminders
Note: Reminders will turn red once they are expired and also 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 time 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). |