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
- 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