Now Your Business on Mobile - Making things more easier
Business Dashboard • Business Dashboard helps you to gain valuable insight into the performance of your business and, more importantly, gain the strategic awareness you need to make the right decision at the right time
• A dashboard is "An easy to read information of the company in a real time environment showing a graphical presentation of the current status (snapshot) and historical trends of an organization which enables instantaneous and informed decisions to be made at a glance“ • Decision makers can monitor the health and opportunities of the business through Dashboard • Effective dashboards communicate information clearly, quickly and effectively
Overview of Dashboard Dashboard provides the key elements of the company on periodical basis like daily, monthly quarterly and yearly. which includes the following: • Turnover • Purchase • Gross Margin • Expenses • Cash bank • Inventory • Outstanding related to receivable and payable
Key Performance Indicator (KPI): • Its a business metric which helps to gain valuable insights into the performance of your business and, more importantly it helps to compare the values with last day, month, quarter or year on regular basis.
• It provides signs in percentile forms letting the decision makers know the down trends and uptrends about the business on periodical basis comparing with the previous day, month, quarter or yearly tenure.
1. Turnover • It provides the graphical view of Sales and Collections of the Company on Daily, Monthly, Quarterly and Yearly basis • Your sales dashboard can provide a simple and visual overview of your sales data
• Track and analyze real-time or nearreal-time indicators to make sure that you and your sales team are performing every day
In this visualization each bar is a bullet chart :The shading in the background indicates the percentage attainment of sales and collection on a particular period.
We can view the amounts in figures in the dashboard in multiple figures i.e in thousands, lakhs, million or in default.
The periods can be changed accordingly to view Daily, Monthly, Quarterly and Yearly things with just on click
2. Purchase • The purchases dashboard shows a summary of the bills • We can check the number of Purchases made on the specific date in a horizontal graph along with the amount on daily, monthly, quarterly or yearly basis.
3. Receivables • Receivables reports provides the details of total due from customers • It will help to know the company the total amount overdue • Using this report we can manage out Accounts Receivable and ultimately our Cash Flow.
• It launches a pie chart signifying the ageing of overdue days. of receivables within 30 days to 15 days period. It provides the summary of the outstanding to be received from the customer till date.
• If we drill down to the underlying ages it reveals accounts receivables summary at the company level this report will show outstanding balances of the parties for the particular ageing.
4. Payable • A strong liquidity position is important for every company and maintaining tight control over Accounts Payable is always important for business. • Payables analysis focuses on historical as well as upcoming payables • The user can plan cash availability to meet payables in advance and avail early payment
• It launches a piechart signifying the ageing of overdue days.of suppliers within 30 days to 15 days period. • It provides the summary of the outstanding to be received from the customer till date.
• If we drill down to the underlying ages it reveals this report will show outstanding balances of the suppliers for the particular due days.
Gross Margin: It provide the gross profit of the company for the current year.
Gross Margin: It provide the gross profit of the company for the current year.
Cash/Bank : It provides the details of the payments and receipts through cash or bank.
Inventory : It provides the details of closing stock on the specific period.
Top Customer & Top Supplier Top Customers: • The report shows the performance of the customers who are purchasing the most from the company and who is purchasing the least, along with the details of overdue days of the receipt • It also helps to compare the Purchase made by the customers in the previous period and current period with the help of Key performance Indicators
Top Suppliers: • Top suppliers provides the list of vendors from whom we have made most purchases along with the overdue days for the payments pending during the period • The low and high indicators helps to compare the percentage of purchases made from the top vendors on timely basis
Top Selling Items • Top selling items provides information of the highest products sold • It helps to analyze the performance of different type of product within the company • Helps in planning and forecasting
• Helps to identify the least selling products
Adding Multi Companies We can set up multi companies in Dashboard by providing the server configuration and security
Trans Approval • Trans approval is the application of accessing the transaction and authorizing the same entered in the ERP system through a mobile device. • Most modern,ERP System include access control and thereby rely on authorization at every stage of their process. Thus Trans approval helps to authorize their process at every stage at a single click without the access of the system.
• Trans approval is sometimes seen as both the preliminary checking of the voucher values that have been created by the user and the second stage of final verification where the transaction are approved. • The transaction once approved or authorized in the mobile device get approved or authenticated in the ERP and the entry effect appears in the books of accounts.
Advantages Of Using An Authorization List • We can verify the data of transaction passed in ERP from any place at a glance in our mobile device without taking the access of our system. • Once the entry is approved it automatically updates in the ERP system.
• The Transaction are synchronized at any given point of time and can be view in both online and offline mode. • It helps to verify and check the internal details of the transaction.
List of Transactions: The Transaction list provides the list of vouchers which are to be verified and approved by the authorizer. The Transactions created and altered in the ERP gets synchronized in the list of Trans approval. We can filter the Transaction list and can view the following details at a glance Unread: The List of Transaction which are not read by the verifier or approver. Pending: The list of transaction which are pending to be approved. Total: The Total number of Transaction in the list of Transactions Approved: The Number of Transactions which are approved. Uploaded transactions: The Transaction which are approved and it effect has been effected in the ERP system.
As we drill down to the particular entry in the transaction list, the internal details of the transaction appears which can be verified by the authorizer. 1. Transaction: It provides the key details of the transaction, which includes Number and date of transaction, Type of voucher created by user,
2. Item :
When the Item Tab is selected the authorizer can check the Inventory details including quantity and value of the stock item taken in the transaction
Ledger: The User can verify the ledger details by selecting the Ledger tab and check the net value and the taxation value of the voucher which is bifurcated between the Party or supplier ledger and taxation or sales ledger
Trail : It provides the details of the user who has created the transaction in the ERP and the name of the user who will authorize the same in the mobile device.
Authorizing the transaction: After verifying the details of the voucher, the authorizer can authenticate the the Transaction. Once the entry is authorized in the Trans approval , its effect will automatically get reflect in the ERP. 1.Click on a Particular transaction 2. Verify all the details 3. Click on Authorize this 4 the transaction is authorized and the transaction color changes to red
Adding Multi Companies Trans approval helps to verify and approve the details of the transactions of multiple companies at a time in the device.
We can setup multiple companies for authorization and traverse through the same for authorization.
For more details you can contact sales@antraweb.com or Call 022- 40864086