Dashboard

The Global Dashboard serves as the central hub for managing and monitoring your invoice system. It provides a comprehensive overview of key metrics, quick access to important data, and graphical representations of your financial status. Users can filter the displayed information by month, ensuring a personalized and focused experience.

Key Features

Dashboard Overview: The Dashboard Overview provides a quick summary of your invoice system's key components, offering users a snapshot of critical data.

Quick Information: The Quick Information section displays concise summaries by graphs of key components, helping users stay informed without needing to navigate through multiple sections.

Latest Information:

• This section shows the most recently added agencies in your system.
• Displays the most recent 10 customer entries with details.
• Shows the most recent 10 item entries, including details.

Graphs

The Graphs section visually represents your financial data, making it easier to understand trends and make informed decisions.

Available Graphs:

• Monthly Invoice Overview: Displays a comparative analysis of invoice amount & count trends.

Benefits:

• Helps track which invoice contribute most to your income.
• Viewable as a detailed graph on the dashboard.
• Supports informed financial planning by invoice summary effectively.

Filtering Options

All dashboard data can be filtered to provide a more focused view based on:

• Month: Choose a particular month and year to filter data and graphs.

Use Case Scenarios

• Track Monthly Invoice: View how much invoice occurred for a specific month, with there invoice amount.
• Monitor Latest Activities: Quickly check recent customers and items without navigating away from the dashboard.
• Month-Specific Data: Filter all graphs and logs by month to analyze its financial health independently.
• Plan Financial Strategies: Use the Invoice Overview and latest input categorization to develop effective budgeting strategies.

This Dashboard is designed to provide all necessary invoice insights in one place, ensuring users can efficiently manage and monitor their financial operations.