Dashboard
For: Anyone with Home View — live totals, credit watch, who raised what, and a setup checklist
Left menu Home. On-screen only — not Analytics, not Reports.
The five tabs
Default is General Dashboard.
General Dashboard
Default after sign-in — totals, Quick Actions, Top 5.
Sales Dashboard
FY sales by state, customer, and item — not Analytics.
Credit Limit Dashboard
Customers / Vendors utilization and over-limit alerts.
Individual Work Tracking
Who created which sales and purchase documents.
Getting Started
Eight steps that tick from live data — not a gate.
General Dashboard
Filters
Date Range, Division, Branch. Apply / Reset / Lock
Follows the date
Total Sales (invoices), Collection (Approved), Expense, Purchase (bills), Payments (Approved)
Ignores the date
Customer Outstanding, Vendor Outstanding, Total Bank Balance, Due Amount
Due Amount
Unpaid invoices past due date
Vendor Due
Overdue bills — follows the date
Bank Balance
Ignores Division and Branch as well
Quick Actions
Create only — Invoice, Payment Received, Quote, Bill, Payment Made, Expense
Top 5
Sales (invoices), Payment Received, Purchase (bills), Payment Made, Expenses — click a row to open it
Sales Dashboard
Default date
Current Indian FY — 1 Apr to 31 Mar
Filters
Date Range, Division → Branch, User (one person)
KPI cards
Actual Sales (invoices, not cancelled), Active Customers, Total Collection, Outstanding, Due Amount
By state
Sales by State / Sales Mix by State in ₹ crore — Top 5 or All
Trend chart
Order - Invoice - Payment — own FY picker, not the main date
Order status
Completed, Pending (Draft / Open / Partially Recorded), Cancelled
Performance
State-wise (state → city → customer → invoices), Customer-wise, Item-wise
No recent orders
Orange block — customers without orders in the last 90 days
Note: Not Settings → Sales Target. Not Analytics Dashboard.
Credit Limit Dashboard
Filters
None — no date, no division
Toggle
Customers / Vendors in the header
Summary cards
Total Credit Assigned, Outstanding, Portfolio Utilization, Available, Over-Limit Accounts, No Credit Limit Set
Utilization grid
Number, name, limit, utilized, available (red if negative), bar, Risk, Last Payment
Risk bands
Safe under 70%, Warning 70%, High 90%, Critical 100%+
Over-Limit Alerts
Exceeded, Overdue Amt, Days Over, Latest Due — click a row for the party drawer
Note: Limits are set on Settings → Credit Limits, or on the customer / vendor.
Individual Work Tracking
Default date
Today
Filters
Date Range, Division → Branch
Sales columns
Quotation, Sales Order, Delivery Challan, Invoice, Payment Received, Credit Note, Conversion %
Conversion %
Invoice count / quotation count, capped at 100%
Purchase columns
Purchase Order, GRPO, Bill, Payment Made, Debit Note
Each cell
Amount plus document count — click to open that list for the user and date
Total row
Sums the table
No Activity
Company users with nothing in the period
Getting Started
Header: Let's get you up and running. Badge on the tab is remaining steps. Any order — ticks from live data.
Add Organisation Details
GSTIN or PAN, base currency, street / country / state / city
First item
All Master → Item
First customer
Sales → Customer
Setup banking
Primary bank on Banking → Banks
Invite your team
More than one user — Settings → Users
First invoice
Sales → Invoices
First vendor
Purchase → Vendors
First bill
Purchase → Bills
Note: All set! when all eight are done. Admins who used CRM first may see Data Setup Required — a one-time backfill, hidden when remaining is 0.
Business rules
| Topic | Rule |
|---|---|
| Who | Home View. Title Dashboard. Not Analytics Dashboard, not Reports. No Export |
| Outstanding vs Due | Outstanding is party branch current balance. Due is overdue documents. They can disagree |
| What it affects | Nothing you post. Home only reads. Limits are Settings → Credit Limits |