Owner Dashboard

The Owner Dashboard gives you a single place to view crucial information about company sales, ratios, and growth trends. Swap between different views using the dropdown box at the top of the screen. These views include Company Overview, Salesperson, Customer Types, and Product Categories.

 Note: This dashboard updates every 15 minutes. You must select the Refresh button to view any updates.

Each of these views display Total Written and Delivered sales as well as the average per selection and the breakdown per selection based on the date range or store(s) selected.

Sales Overview

Written Sales, Delivered Sales and Sales by Store

The data in this section is limited by the selections in the date range and stores dropdown.

Written Sales applies to any order with an Order Date that falls into the selected date range. Delivered Sales applies to any order with an Delivered Date that falls into the selected date range.

Net Sales = SUM (Material Sale + Service Sale + Misc. Charge) for all stores Percent changed in exact same time period of the previous year (give example) Gross Margin = (Net Sales - Total Costs) / (Net Sales * 100) Note: Total Costs = Material Costs + Service Costs Sale by Store = SUM (Order Total - Sales Tax - Misc. Tax) per store  If no specific stores are selected, inactive stores will be included.

Profitability & Financial Ratios

Profitability: 

Neither the "From" nor "To" filters can be past the last closed general ledger period.

Gross Margin = (Net Sales - Total Costs) / (Net Sales * 100)

Financial Ratios:

Based on the 12 months prior to the “To” date selected under Profitability.

Quick Ratio

= (Cash + Accounts Receivable) / Liabilities

Debt-to-Worth Ratio

= Total Liabilities / (Total assets - Total Liabilities)

Current Ratio

= Assets / Liabilities

Return on Assets

= Profit Before Taxes / Total Assets

Inventory Turnover

= Cost of Goods Sold / Average Inventory
 Note: Cost of Goods/((Inventory value End date – 12mo + Inventory value End date)/2)

Accounts Receivable Aging & Accounts Payable Due By

Accounts Receivable Aging:

This section is based on the Current Values and is the balance of all delivered orders.

Accounts Payable Due By:

This section is based on Current Values by Due Date. If date paid is blank discount is not subtracted.

Totals

Cash:

Balances in Bank Accounts

A/R:

Based on Current Values.

Balance of all delivered orders.

A/P:

Based on Current Values by Due Date.

If date paid is blank discount is not subtracted.

Inventory:

Value = Value of Inventory on Hand

On Order = Inventory ordered but not received

 Note: Inventory Total = Gross Cost * (Quantity Available + Quantity Reserved)

Salespersons

This view displays Written and Delivered sales by salesperson and can be filtered by date and store.

The graph shows nets sales of the currently selected date range as well as the prior amount for the same range previous year.

Customer Types

This screen displays total Written and Delivered sales by Net Sales and Gross Margin. Graphs break this data down by customer type. Information showed can be filtered by date and store.

Product Categories

The Product Categories screen has the option to select between written or delivered sales. The graph displays net sales of the currently selected date range as well as the prior amount for the same range previous year. This data can also be filtered by store.