Charts

 

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

  1. Mouse Over will give you drop down menu of Heads that can be represented by Charts

alternatively

  1. Clicking on Charts does the same, but in a different window.
  2. Select any of the above method to get to the menu
  3. Click the desired Head (and sub-head if required)
  4. A window with Selection Criteria Filters opens up
  5. Fill in the Selection Criteria
  6. 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

  • 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

  • Sales Invoices Bar

  • Purchase Invoices Bar

  • Sales Invoices Line

  • Purchase Invoices Line

Proforma Invoices

  • Sales Proforma Invoices Bar

  • Purchase Proforma Invoices Bar

  • Sales Proforma Invoices Line

  • Purch. Proforma Invoices Line