Unleashed Dashboards

Unleashed's default Dashboard view uses data from Business Intelligence (BI) to provide an overview of your company's recent performance and it's current stock position. But you also have the option to view Unleashed's Classic Dashboard, which populates your data using a different set of parameters; providing you with an alternative view of your company's performance. Having both dashboard views available gives you the flexibility to review your business's standing as you'd prefer. 

For more details on viewing each dashboard, see Navigate around Unleashed. 

Dashboard parameters

The Classic and BI dashboards don't use the same dates to populate their calculated results and also don't include all of the same data, so they aren't expected to match.

• The Classic Dashboard populates Sales data based on the transaction's Completed Date, including charges. Credits however, are not factored in for the Classic Dashboard. 
• The BI Dashboard, populates Sales data based on the Invoice's Invoice Date, including charges and also takes any Credits completed for the completed Invoices into account. 

NOTE: The Classic Dashboard refreshes every 15-20 minutes, whereas BI has a refresh rate that runs approximately every 4 hours. 

Reviewing Dashboard data

Use the Margin Enquiry and Invoice Enquiry to further review the data used to populate each of dashboard's figures.

To review the Classic Dashboard data values with the Margin Enquiry: 

1. From Unleashed's main menu, head to Reports, Sales and select Margin Enquiry.
2. Use the Date From and Date To filters to set the same date range as your Classic Dashboard.
3. Select Run.
4. At the bottom of the Margin Enquiry sum the Total Sell and Total Charge values, and this will match the Classic Dashboard's revenue.

To review the BI Dashboard data values with the Invoice Enquiry:

1. From Unleashed's main menu, head to Reports, Sales and select Invoice Enquiry.
2. Use the Transaction Date filter to select Invoice Date.
3. Use the Date From and Date To filters to set the same date range as your BI Dashboard.
4. Use the Status filter to select Completed. 
5. Tick the Include Credits checkbox.
6. Select Run.
7. At the bottom of the Invoice Enquiry sum the Total Revenue and Total Charges values, and this will match the BI Dashboard's revenue.