On the Main Menu of the Dashboard, the very first option is Charts
Charts are graphical representation of your database entries on a XY scale according to the given parameters or selection criteria
- Mouse Over will give you drop down menu of Heads that can be represented by Charts
alternatively
- Clicking on Charts does the same, but in a different window.
- Select any of the above method to get to the menu
- Click the desired Head (and sub-head if required)
- A window with Selection Criteria Filters opens up
- Fill in the Selection Criteria
- Click Update
A chart is displayed in the window below.
You can see Charts for these Heads:
Inventory
-
Logistics Chart
Payments
-
Payments Chart
Sales
-
By User per Day
-
By Opportunity Value
-
By Callsheets
Customers
-
Top Customer Companies
-
Top Customer People
Suppliers
-
Top Supplier Companies
-
Top Supplier People
Enquiries
-
Sales Enquiries Bar
-
Purchase Enquiries Bar
-
Sales Enquiries Line
-
Purchase Enquiries Line
Quotations
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Sales Quotations Bar
-
Purchase Quotations Bar
-
Sales Quotations Line
-
Purchase Quotations Line
Orders
-
Sales Orders Bar
-
Purchase Orders Bar
-
Sales Orders Line
-
Purchase Orders Line
Invoices
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Sales Invoices Bar
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Purchase Invoices Bar
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Sales Invoices Line
-
Purchase Invoices Line
Proforma Invoices
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Sales Proforma Invoices Bar
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Purchase Proforma Invoices Bar
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Sales Proforma Invoices Line
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Purch. Proforma Invoices Line