Dashboard

The dashboard offers instant visibility into key business metrics, including sales, inventory levels, and pending tasks. It delivers proactive alerts for critical items such as low stock, upcoming maintenance, and document expirations. With financial performance data available at a glance, you can make informed decisions quickly and efficiently.

dashboard

Sales & Financial Metrics

The screen captures real-time financial data, including purchases, returns, and expenses. The "Key Sales" metric helps gauge transaction value, while the sales performance chart illustrates daily demand fluctuations. Net profit calculations are prominently displayed to enable quick profitability assessments.

Performance Tracking Tools

Interactive elements such as the sales graph and period comparisons (Month/Last Year) enable effective trend analysis. The "Top-Selling Products" and expense tracking features help correlate revenue streams with associated costs, supporting data-driven decisions for inventory management and budgeting.

dashboard

Enquiry Follow-up

This section is designed to track customer enquiries, displaying the number of follow-ups needed. Currently showing "No follow-ups found," it serves as a placeholder for future customer engagement activities, ensuring that all enquiries are addressed in a timely manner.

Stock Alert Section

This screen displays critical inventory alerts, highlighting products that are below their required stock levels. Items such as Unit Plant and Its Tree are marked in red for immediate attention, while others like Neem Tree and Rose Plants may require monitoring. The table organizes items by category—Plants, Seeds, and Stone & Aggregates—to support efficient restocking prioritization.

dashboard

Subscription Alerts

This section is dedicated to tracking subscription-based services, currently showing "No subscriptions found." It serves as a placeholder for future subscription management, allowing users to monitor active subscriptions, renewal dates, and associated costs once data is available.

Quotation Alerts

This area is designed to display alerts related to quotations, currently indicating "No quotations found." It will serve as a critical tool for managing sales opportunities, providing timely notifications about pending quotations, their expiration dates, and follow-up actions required to convert leads into customers.

dashboard

Expiring Documents Tracker

This section highlights time-sensitive documents nearing expiration, currently displaying one item with an expiry timeframe. The simple two-column layout (Name / Days Until Expiry) allows users to quickly identify administrative tasks that require renewal or follow-up action.

dashboard

Customers, Requests & Quotations Overview

This dashboard section summarizes key business modules including Customers, Requests, Quotations, Expired Quotations, Invoices, Jobs, Recent Sales, and Orders. Since no data is currently available in the system, each table displays a clean “No records found” message. The layout ensures users immediately understand that these modules are active but awaiting incoming data.

dashboard

Asset Maintenance Overview

This shows the asset maintenance tracking system, currently indicating no active maintenance records. The table structure is prepared to display asset details like location, maintenance type, costs, and upcoming schedules when data becomes available, serving as a placeholder for future facility management needs.

Recent Sales Activity

The Recent Sales module lists past POS transactions, including sale ID, customer name, payment amount, and status. Since no sales exist yet, the system shows “No sales found.” Once populated, this section provides a quick and clear summary of completed transactions.

Recent Orders Overview

This section is intended to display recent orders placed within the system. As there are currently no orders, a “No orders found” message is shown. When orders are added, this panel will provide a concise summary of recent purchasing activity.

Pre Orders

This section is designed to showcase pre-orders made by customers. With no pre-orders currently in the system, it displays a “No pre-orders found” message. Once pre-orders are created, this area will provide a clear overview of upcoming sales.

Assets Maintenance Details

This section highlights assets that require maintenance. As there are currently no assets listed, it shows a “No assets found” message. When assets are added, this panel will help track maintenance needs and schedules.