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How to Get Dashboard Summary for Your Business Operations (360 Dashboard)

In this article, we will cover How to Get Dashboard Summary for Your Business Operations (360 Dashboard)

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360 Dashboard

Welcome Back to Invent ERP!

Invent ERP provides all the essential tools for small and medium-sized businesses to streamline operations efficiently.
In this video, we’ll explore the powerful 360 Dashboard, designed to give you a comprehensive overview of your business performance.
Let’s get started!

Accessing the 360 Dashboard

1️⃣ Navigate to the Side Menu
2️⃣ Click on the Dashboard section
3️⃣ Select the plus (+) icon to display the list of available dashboard items
4️⃣ Click on Business 360 Summary
The 360 Dashboard provides a holistic view of your business operations, enabling data-driven decision-making.

Key Features of the 360 Dashboard

✅ Date Range Selection
Choose the desired date range to analyze key business metrics over a specific period.
✅ Business Performance Summary
Gain insights into:
  • Sales & Purchases Overview
  • Top-Selling Products
  • Total Receivables & Payables
✅ Financial Insights
View cash flow charts and financial statement analysis to monitor business health.
✅ Customizable Data Display
  • Choose to display Sales Accounts only or include Cost of Goods Sold (COGS)
  • Customize the financial statement analysis to focus on key metrics
  • Select between bar charts or line charts for better visualization
✅ Automated Email Summaries
Receive periodic business summaries via email by configuring your settings:
1️⃣ Navigate to the Side Menu
2️⃣ Click on the Configuration section
3️⃣ Select the plus (+) icon to display additional settings
4️⃣ Click on the Settings section
5️⃣ Configure your preferences to start receiving automated business summaries

Conclusion

The 360 Dashboard is a powerful tool that provides real-time insights into your business performance, helping you make strategic and informed decisions.
That concludes our overview of the 360 Dashboard. Thank you for watching, and we look forward to helping you maximize the full potential of Invent ERP! 🚀
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