Classic Dashboard
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George Sutton
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Page contents
Using the main Unleashed Dashboard tutorial video
Using the main Unleashed Dashboard tutorial video
About the Dashboard
The Dashboard page in Unleashed provides an overview of your business's current standing and performance in two ways:
- Classic Dashboard
- New Dashboard
By default, the New Dashboard's view will be displayed, populating it's data from Business Intelligence. But you can switch to the Classic Dashboard view by selecting the three dot icon in the top right corner of the New Dashboard and selecting View Classic Dashboard.
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The Classic Dashboard graphically shows key sets of data and transactional alerts over three date range options, to ensure your business processes are running smoothly. To select a date range to review, use the buttons available in the top right corner of the Classic Dashboard's page and select one of the following:
- Year to date
- Quarter to date
- Month to date
Sales Invoice vs Sales Order data
Decide whether your Classic Dashboard will populate it's data based on Sales Invoice or Sales Order updates by selecting the appropriate option in your Company Settings. By default, the Classic Dashboard will use Sales Orders as the data source, but this can be changed at any time.
To update the Classic Dashboard's data source:
- From Unleashed's main menu, got to Settings and select Company.
- Go to the Details tab.
- Use the Dashboard Data Source dropdown menu to select either Sales Order or Sales Invoice.
- Click Save.
Profitability
The Profitability section of the Classic Dashboard allows you to easily view and keep track of how much money you're making by selling your inventory (stock) and services for a given period. The key profitability figures reviewed here are; Profit Margin by Product Group, Sales Revenue and Sales Margin, which include a percentage value, representing how the current figure compares to the previous period. Decreases are marked with a red arrow, increases with a green arrow and no change displays with a yellow dot.
Tip: Use the Margin Enquiry to further review which products and customers are most profitable and identify which products are affecting your overall margins and cashflow.
| Profitability indicator | Description |
|---|---|
| Profit Margin by Product Group | The Pie Chart displayed in Profitability represents how much each Product Group contributes to the overall margin, for the selected date range. Up to the top nine Product Groups are individually identified, with the remaining Product Groups being consolidated into one additional wedge. This is an effective way to view what group of products is the most profitable. |
| Sales Revenue | The total revenue recorded in Unleashed including charges, is displayed in your base currency under Sales Revenue on the Profitability section; where Sales Revenue is calculated as the total sales minus credit for the selected period. |
| Sales Margin | The average margin percentage made per sale, for the date range selected, is displayed under Sales Margin in the Classic Dashboard's Profitability section. |
Activity
The Activity section of the Classic Dashboard allows you to see how many sales you're making for a given time period. This is useful indicator to identify if there's any lull or improvement on your total sales activity. The key activity figures reviewed here are;Sale by Customer Type, Number of sales and Items per sale, which include a percentage value, representing how the current figure compares to the previous period. Decreases are marked with a red arrow, increases with a green arrow and no change displays with a yellow dot.
Tip: Use the Sales Enquiry to further review the sales that have been made for the given period.
| Activity indicator | Description |
|---|---|
| Sale by Customer Type | The Pie Chart displayed in the Activity section displays the number of Sales that have been made per Customer Type. Up to the top nine Customer Types will be individually identified, with the remaining Customer Types consolidated in to an an additional wedge. This is an effective way to determine what type of customers are ordering more and sectors than can be focused on for improvement. |
| Number of Sales | The total number of sales that have been made for the given date ranged will be shown under Number of Sales will show your total number of sales for the date range selected at the top of the page. |
| Items per Sale | The Items per Sale will show you, on average, how many products are on each order for the date range selected. |
Stock section
In this section, you can understand the total number of a business's stock. This provides you with knowledge of;
- The value of stock available for sale (Value of Stock),
- How much money has been committed and tied up in stock (Purchases Value).
The more stock that a business has purchased then the more it has to sell to recover the cost and higher the risk that the business has of not being able to sell that stock before it becomes obsolete in the market.
If you want to know the detail of the figures that make up the value of stock, run the Stock on Hand Enquiry report.
If you want to know the detail of the figures that make up the purchase value, run the Purchase Enquiry report for the period and filter the report to show only orders with a Completed status.
The Stock dash will show you two metrics:
- Value of Stock: The value of stock shows you your current stock value and compares that to the stock on hand based on the date range selected at the top. It will also show how this measures up to the previous period. Decreases will be marked with a red arrow, increases with agreen arrow and no change with a yellow dot.
- Purchases Value: The Purchases Value shown is the total purchases for date ranges selected at the top.
It will also show how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.
KPIs section
In this section there are two KPIs that alert a business to possible performance issues that may affect current or future profitability, they are annual stock turns and average days to sell.
The KPIs dash will show you two metrics:
-
Stock Turns: The Stock Turns will measure how many times the inventory is sold or used in the specified period selected at the top of the page. The Stock Turns function shows how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.
It is one of the best ways to know if you are overstocked, i.e. low turnover may show that you are overstocking, obsolescence or there are deficiencies in your product line or marketing effort. Conversely, a high turn over rate may show inadequate inventory levels etc.
Calculating Stock Turns:
Previous years Total Cost from the SOH Enquiry (E.g 07/03/015 = 100).
Current years Total Cost from the SOH Enquiry (E.g 07/03/16 = 150)
Previous Years Cost + Current Cost /2 = Average Inventory
100 + 150 / 2 = 125
Cost of Goods Sold = Total Cost from the Margin Enquiry (e.g 07/03/2015 - 07/03/2016 = $500 + Credits for the same date range within the Credit Enquiry $200 > gives us $700
GOGS / Average Inventory = Stock Turns
700 / 125 = 5.6
- Average Days to Sell: The Average Days to Sell measures how long it will take you (on average) to sell all your stock in the specified period selected at the top of the page. It will also show how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.
The calculation for Average Days to Sell is 365 / Stock Turn.
If you want to view the availability of your products, view suggested reorder amounts, view low and high stock level alerts and drill down into product transaction details, see the Reorder report.
Margin section
The Revenue and Margin graph enables you to track revenue over time and compare it directly to the Margin you are making (Revenue is blue, Margin is Red). It is based on the specified period at the top of the page. It also shows how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.
Transactions section
The Transactions area of the dashboard displays all outstanding transactions and alerts for each area of Unleashed. It enables you to be keep up with sales orders, follow up purchase orders and maintain suitable stock levels. It also helps identify parked transactions that are still yet to be processed.
Open Quotes: When selected, this brings you to a list of all open Quotes to be actioned.
Open Sales: When selected, this brings you to a list of all your open Sales to be actioned.
Open Purchases: When selected, this brings you to a list of all your open purchases to be actioned.
Open Credits: When selected, this brings you to a list of all your open credits to be actioned.
Open Stock Adjustments: This brings you to a list of all your active stock adjustments.
High & Low Stock Alerts: When selected, by clicking either of the alerts, it will take you to the re-order report to drill down further and re-order where necessary. For example, if you click on the Low Stock link it takes you to the Reorder Report where you can replenish any low stock at a global or per warehouse level.
The low and high stock alerts are calculated from the minimum and maximum stock conditions entered against each product. When selecting the stock alert links, you will be taken to the Reorder Report, either you can then filter and run to identify at risk product lines.
The late sales and purchases are calculated from the date entered on those documents as the required date (for orders) or delivery date (for purchases).