Dashboards (Inventory POS) - Real-time graphical reports at your fingertips

Dashboards – Inventory POS – Overview

The Dashboards function, accessible from multiple locations within SapphireOne, empowers users to access graphical reports that utilise real-time data sourced directly from their SapphireOne data file. This feature provides dynamic insights and visual representations of data to enhance decision-making and data analysis.

User Access to Dashboards

Access to each of these Included Dashboards may be granted both on a user by user basis, and then on a menu by menu basis. This is done by going to Utilities > Controls > User Access Inquiry > Menus Page

Modifying & Deleting Included Dashboards

When it comes to the included dashboards, it’s important to note that editing, modifications and Deletions are not permitted. Users have limited options for making changes to these reports. These dashboards are designed to provide specific and unalterable insights, ensuring data accuracy and consistency.

New Dashboards (Reports palette)

When a user creates new dashboards using the Reports Palette, these dashboards will automatically appear as the last items at the bottom of the Report Palette menu. This placement is designed for convenient and quick access, offering flexibility to customize dashboards to meet specific needs and requirements.

It’s important to note that any dashboards created by a user will only be displayed at the bottom of the Report Palette for that specific user who created them. This ensures a personalised and organised view of dashboards within SapphireOne.

Included Dashboards – Inventory POS.

The Dashboards function available from various locations within SapphireOne enables the user to view graphical reports using real time data from your SapphireOne data file.

When Dashboards is selected from the Inventory > POS Menu a Select Dashboard menu will be displayed. SapphireOne has included two standard dashboards which are Total sales for shop and Consolidated POS progress.

Included Dashboards – Inventory POS

Total Sales For Shop

The Total Sales for Shop dashboard in SapphireOne provides a comprehensive overview of the total sales at your shop locations, based on the selected time period. If you have multiple shop or store locations, you can easily compare and analyse their sales performance side by side. You can also choose the desired time period from the drop-down menu, such as Year to Date or“Month to Date.

This dashboard offers valuable insights, allowing users to assess how different shops are performing in terms of sales over specific time periods. Furthermore, it facilitates comparisons between various shops, helping users identify which stores are achieving higher or lower sales than others.

Consolidated POS Progress

The Consolidated POS Progress chart in SapphireOne provides a comprehensive view of your Sales, Cost, and Gross Profit margin over different time periods. Users can conveniently compare their Monthly, Weekly, Yesterday, and Today Point of Sale (POS) progress side by side within a single chart. This feature is highly advantageous for gaining a clear and visual overview of Point of Sales performance, aiding in data interpretation and analysis.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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