Dashboards & BI

View Master Dashboard

How to View Master Dashboard in Muhasib ERP

Overview

The Master Dashboard provides an interactive graphical overview of business performance across all companies managed in Muhasib ERP. It consolidates key sales information into visual charts, enabling management to monitor overall performance, identify trends, compare branches or companies, and make informed business decisions.

The dashboard is part of the Business Intelligence (BI) module and is designed to transform transactional data into meaningful visual insights for analysis and forecasting.

ℹī¸ Example
Suppose your organization operates multiple companies or branches. The Master Dashboard allows you to compare their sales performance over the selected work period through a graphical chart, helping management quickly identify high-performing and under-performing businesses.

Before You Begin

Before viewing the Master Dashboard, ensure the following requirements are met.

Requirement Description
Permissions You have permission to access the Dashboard & BI module.
Business Data Sales transactions have been recorded for one or more companies.
Dashboard Access Dashboard & BI features are enabled for your user account.
💡 Tip
Regularly review the Master Dashboard to monitor company performance and quickly identify significant changes in sales trends.

View Master Dashboard

Step 1: Open Dashboard & BI

Navigate to:

Back Office → Dashboard & BI → Master Dashboard

The Interactive Dashboard window opens.

Step 2: Review the Dashboard

The Master Dashboard automatically displays the latest business performance using an interactive graphical chart.

The dashboard summarizes the sales performance of all available companies for the configured reporting period.

✅ Result
The Master Dashboard loads automatically and displays graphical sales performance for all companies.

Step 3: Understand the Dashboard Components

The dashboard contains the following components.

Component Description
Performance Chart Displays graphical sales performance for the selected work period.
Company Legend Lists all companies represented by different chart colors.
Performance Values Visual comparison of sales performance between companies.
Work Period Displays sales data for the configured reporting period (for example, Last 30 Days).
ℹī¸ Note
The dashboard is automatically generated from live transactional data recorded in Muhasib ERP. As new transactions are posted, dashboard information is updated accordingly.

Step 4: Analyze Business Performance

Use the graphical chart to compare company performance and identify business trends.

The dashboard helps management:

⚠ī¸ Important
The Master Dashboard is intended for business analysis and decision-making. It displays summarized information and does not allow users to edit transactional data directly.

Step 5: Close the Dashboard

After reviewing the graphical insights, close the Interactive Dashboard window or return to the Dashboard & BI module to access other analytical dashboards.

Result

✅ Master Dashboard Viewed Successfully

Best Practices

Frequently Asked Questions

What information does the Master Dashboard display?

The Master Dashboard provides a graphical overview of sales performance across all companies available in Muhasib ERP.

Does the dashboard update automatically?

Yes. Dashboard information reflects the latest recorded business transactions and updates automatically as new data becomes available.

Can I compare multiple companies?

Yes. The dashboard displays all available companies using different chart colors, making performance comparison easy.

Can I modify data directly from the dashboard?

No. The Master Dashboard is designed for analysis only. Transactional data must be modified from the appropriate ERP modules.

Why does a company not appear on the dashboard?

Companies without relevant transactional data for the reporting period may not display meaningful values on the chart.

Can the Master Dashboard be used for forecasting?

Yes. The dashboard provides historical performance trends that help management analyze business growth and support future planning and forecasting.

Next Step

Continue by learning how to View Company Dashboard to analyze the sales performance and business insights of an individual company.

Product: Muhasib ERP

View Company Dashboard

How to View Company Dashboard in Muhasib ERP

Overview

The Company Dashboard provides a real-time graphical overview of an individual company's business performance. It helps users monitor sales activity, billing summaries, notifications, and top-selling items from a single interactive dashboard, enabling faster operational and strategic decisions.

The dashboard automatically updates business insights based on the selected company and work period, making it easier to analyze performance trends without generating multiple reports.

ℹī¸ Example
A branch manager wants to review today's sales, monthly revenue, active orders, and the most popular products. Instead of opening several reports, they can access the Company Dashboard to view all key business metrics in one place.

Before You Begin

Before viewing the Company Dashboard, ensure the following requirements are met.

Requirement Description
Dashboard Access You have permission to access the Dashboard & BI module.
Company Data The selected company contains recorded sales and operational data.
Updated Transactions Business transactions have been recorded so dashboard statistics can be generated.
💡 Tip
Refresh the dashboard periodically to view the latest business performance and sales activity.

View the Company Dashboard

Step 1: Open the Dashboard

Navigate to:

Back Office → Interactive Dashboard

The Interactive Dashboard window opens displaying company performance information.

[Image Placeholder - Interactive Dashboard Window]

Step 2: Select the Sales Type

At the top of the dashboard, select the required sales type.

Option Description
Sale Displays statistics for completed sales transactions.
Temp Sale Displays statistics for temporary or pending sales.
ℹī¸ Note
Changing the sales type refreshes all dashboard widgets and charts accordingly.

Step 3: Review the Business Summary Cards

The top section displays important business indicators.

Dashboard Card Description
Today's Sale Shows today's total sales during the current work period.
Active Orders Displays the number of active customer orders.
Active Registers Shows the number of currently active POS registers or terminals.

[Image Placeholder - Summary Cards]

Step 4: Analyze the Sales Performance Chart

Review the Last 30 Days Sales (Work Period-wise) chart.

This graph displays daily sales performance for the previous thirty days, allowing users to quickly identify sales trends, growth, and fluctuations.

✅ Result
The sales chart provides a visual comparison of daily sales performance over the last thirty days.

[Image Placeholder - Last 30 Days Sales Chart]

Step 5: Review the Billing Summary

The Billing Summary (Work Period-wise) section provides a financial snapshot of business performance.

Metric Description
Today Sales generated during the current work period.
This Month Total sales generated during the current month.
This Fiscal Year Total sales recorded during the current fiscal year.
All Time Overall sales recorded since system implementation.

[Image Placeholder - Billing Summary]

Step 6: Review System Notifications

The Unread Notifications section displays important system alerts and operational messages requiring user attention.

Notification Purpose
Low Stock Alert Notifies users when inventory levels fall below the configured minimum stock level.
Expired Stock Alert Highlights inventory items that have expired or are approaching their expiration date.
System Notifications Displays other important operational alerts generated by Muhasib ERP.

[Image Placeholder - Unread Notifications]

ℹī¸ Note
Notifications help users respond quickly to inventory and operational events that may require immediate action.

Step 7: View Top 10 Sold Items

The Top 10 Sold Items chart displays the best-performing products based on the selected analysis period.

Use this chart to identify popular products, monitor customer demand, and support inventory planning.

The dashboard allows users to analyze sales performance using the following time periods.

Analysis Period Description
This Work Period Displays the best-selling items during the current work period.
Last 30 Days Displays item sales performance over the previous thirty days.
Last 1 Year Displays yearly sales trends for the most frequently sold products.

[Image Placeholder - Top 10 Sold Items Chart]

✅ Result
Users can quickly identify the highest-performing products and compare sales performance across different time periods.

Step 8: Close the Dashboard

After reviewing the business insights, close the dashboard or continue monitoring live business performance as new transactions are recorded.

Result

✅ Company Dashboard Viewed Successfully

Best Practices

Frequently Asked Questions

What does the Company Dashboard display?

It displays real-time business information including sales statistics, billing summaries, notifications, sales charts, and top-selling products for the selected company.

Can I change the sales type?

Yes. You can switch between Sale and Temp Sale to analyze different transaction types.

What information is available in the Billing Summary?

The Billing Summary displays today's sales, monthly sales, fiscal year sales, and overall business sales.

What are the Top 10 Sold Items?

They represent the products with the highest sales volume during the selected analysis period.

Can I compare different time periods?

Yes. The dashboard allows you to analyze product performance for the current work period, the last 30 days, or the last year.

Do dashboard statistics update automatically?

Yes. Dashboard information reflects the latest recorded business transactions.

Next Step

Continue by learning how to View Top / Least Sold Items to analyze product performance and identify best-selling and slow-moving inventory.

Product: Muhasib ERP

View Top / Least Sold Items

How to View Top / Least Sold Items in Muhasib ERP

Overview

The Top / Least Sold Items Report helps businesses analyze product sales performance over a selected period. It enables users to identify the highest-selling and lowest-selling items based on quantity sold or generated profit.

This report provides valuable business intelligence for inventory planning, purchasing decisions, sales analysis, and product forecasting.

ℹī¸ Example
A sales manager wants to identify the top five best-selling products during the last month or find the least-selling products that may require promotional campaigns. The Top / Least Sold Items Report provides this information instantly.

Before You Begin

Before generating the report, ensure the following requirements are met.

Requirement Description
BI & Analytics Access You have permission to access Dashboard & BI reports.
Sales Data Sales transactions have been recorded for the selected date range.
Product Records Products and categories already exist in the system.
💡 Tip
Apply filters carefully to generate more meaningful and focused sales analysis reports.

View Top / Least Sold Items Report

Step 1: Open the Report

Navigate to:

Back Office → BI and Analytics → Top / Least Sold Items Report

The Top / Least Sold Items Report window opens.

[Image Placeholder - Top / Least Sold Items Report Window]

Step 2: Configure Report Filters

Select the required report criteria before generating the report.

Filter Description
Filter by Item Search for a specific product or leave blank to include all items.
From / To Date Specify the reporting period.
Category Select a specific product category or choose All Categories.
Sale Type Choose Sale or Temp Sale.
Sort By Select Top or Least sold items.
Group By Analyze results Quantity Wise or Profit Wise.
Top / Least Items Specify how many products should appear in the report.
ℹī¸ Note
You can generate reports for any date range, category, sales type, and ranking criteria to perform detailed product performance analysis.

Step 3: Generate the Report

Click the Generate Report button.

Muhasib ERP processes the selected filters and displays the report immediately.

✅ Result
The Top / Least Sold Items Report is generated based on the selected criteria.

[Image Placeholder - Generated Report]

Step 4: Review the Report

The generated report contains comprehensive sales information for each listed item.

Column Description
Item Name Product name.
Barcode Unique product barcode.
Unit Unit of measurement.
Sold Quantity Total quantity sold.
Cost Total Total cost of sold items.
Sale Total Total sales value.
Discount Total Total discounts applied.
Tax Total Total tax collected.
Profit Profit earned from each product.

Result

✅ Top / Least Sold Items Report Generated Successfully

Understanding the Report

The Top / Least Sold Items Report provides detailed information about item sales performance during the selected reporting period.

Report Column Description
Item Name Displays the product included in the report.
Barcode Shows the item's barcode or unique identifier.
Unit Displays the unit of measurement.
Sold Quantity Shows the total quantity sold.
Cost Total Displays the total cost value.
Sale Total Displays the total sales value.
Discount Total Shows total discounts applied.
Tax Total Displays total tax collected.
Profit Shows total profit generated by the item.
ℹī¸ Note
The displayed columns remain the same regardless of whether the report is generated using Quantity Wise or Profit Wise grouping.

Best Practices

Frequently Asked Questions

Can I generate only the Top Sold Items?

Yes. Select Top from the Sort By option and specify the number of items.

Can I generate the Least Sold Items?

Yes. Select Least from the Sort By option before generating the report.

Can I filter the report by category?

Yes. Choose the required category from the Select Category dropdown.

Can I search for a specific item?

Yes. Enter the item name in the Filter by Item field before generating the report.

What is the difference between Quantity Wise and Profit Wise?

Quantity Wise ranks items by the number of units sold, while Profit Wise ranks items based on the profit generated.

Can I print the report?

Yes. Click the Print Report button to print the generated report.

Next Step

Continue by learning how to View Top / Least Customers to analyze customer purchasing performance and business trends.

Product: Muhasib ERP

View Top / Least Customers

How to View Top / Least Customers in Muhasib ERP

Overview

The Top / Least Customers Report helps organizations analyze customer purchasing performance over a selected period. The report ranks customers based on either the quantity of items purchased or the profit generated from their purchases.

This report enables managers and decision-makers to identify valuable customers, recognize low-performing customers, evaluate customer groups, and make informed sales and marketing decisions.

ℹī¸ Example
Generate a report showing the Top 10 Customers based on Profit Wise sales for the last three months to identify your most profitable customers.

Before You Begin

Before generating the Top / Least Customers Report, ensure the following requirements are met.

Requirement Description
Permissions You have permission to access Dashboard & BI reports.
Customer Transactions Customer sales transactions have been recorded in Muhasib ERP.
Customer Records Customer master records are available in the system.
💡 Tip
Use shorter reporting periods when analyzing current sales performance and longer periods for overall customer trends.

View Top / Least Customers Report

Step 1: Open the Dashboard & BI Module

Navigate to:

Dashboard & BI → Top / Least Customers

The Top / Least Customers Report window opens.

Step 2: Configure Report Filters

Select the required report criteria before generating the report.

Filter Description
Filter by Customer Search for a specific customer or leave blank to include all customers.
Date Range Select the reporting period using the From and To dates.
Customer Group Select a customer group or leave the default option to include all customers.
Sale Type Choose Sale or Temp Sale.
Sort By Select Top or Least customers.
Group By Generate the report using Quantity Wise or Profit Wise analysis.
Top / Least Customers Specify how many customers should appear in the report.
ℹī¸ Note
Multiple filters can be combined to generate highly specific customer performance reports.

Step 3: Generate the Report

Click the Generate Report button.

Muhasib ERP processes the selected filters and generates the customer performance report.

✅ Result
The Top / Least Customers Report is displayed based on the selected criteria.

Step 4: Review Customer Performance

Review the generated report to analyze customer purchasing activity and profitability.

The report may include the following information:

🚨 Important
Customer rankings change automatically as new sales transactions are recorded within the selected reporting period.

Step 5: Print the Report

Click Print Report to print the currently displayed report.

The printed report contains the same customer ranking and performance data shown on the screen.

Result

✅ Top / Least Customers Report Generated Successfully

Understanding the Report

The Top / Least Customers Report provides a detailed overview of customer purchasing performance within the selected reporting period.

Report Column Description
Customer Name Displays the customer's name.
Customer Contact Shows the customer's registered contact number.
Customer Since Displays the customer's registration date.
Items Sold Shows the total quantity of items purchased.
Cost Total Displays the total cost of sold items.
Sale Total Displays the total sales value.
Discount Total Shows the total discount provided.
Tax Total Displays the total tax amount.
Profit Shows the total profit earned from the customer.
ℹī¸ Note
The report structure remains the same regardless of whether it is generated using Quantity Wise or Profit Wise analysis.

Best Practices

Frequently Asked Questions

Can I generate only the Top Customers?

Yes. Select Top from the Sort By option before generating the report.

Can I generate the Least Customers report?

Yes. Select Least from the Sort By option.

Can I filter the report by Customer Group?

Yes. Select the required customer group before generating the report.

Can I search for a specific customer?

Yes. Enter the customer's name in the Filter by Customer field.

What is the difference between Quantity Wise and Profit Wise?

Quantity Wise ranks customers by the quantity of items purchased, while Profit Wise ranks customers according to the profit generated from their purchases.

Can I print the report?

Yes. Click Print Report to print the generated report.

Next Step

Continue by learning how to View Top / Least Suppliers to evaluate supplier purchasing and procurement performance.

Product: Muhasib ERP

View Top / Least Suppliers

How to View Top / Least Suppliers in Muhasib ERP

Overview

The Top / Least Suppliers Report helps organizations analyze supplier purchasing performance over a selected period. The report ranks suppliers based on either the quantity of items purchased or the total purchase value, enabling businesses to evaluate supplier activity and procurement trends.

This report assists purchasing managers in identifying key suppliers, evaluating vendor relationships, monitoring procurement performance, and making informed purchasing decisions.

ℹī¸ Example
Generate a report showing the Top 10 Suppliers based on Quantity Wise purchases during the current fiscal year to identify your most active suppliers.

Before You Begin

Before generating the Top / Least Suppliers Report, ensure the following requirements are met.

Requirement Description
Permissions You have permission to access Dashboard & BI reports.
Purchase Transactions Purchase transactions have been recorded in Muhasib ERP.
Supplier Records Supplier master records are available in the system.
💡 Tip
Generate supplier reports regularly to monitor procurement trends and evaluate supplier performance over time.

View Top / Least Suppliers Report

Step 1: Open the Dashboard & BI Module

Navigate to:

Dashboard & BI → Top / Least Suppliers

The Top / Least Suppliers Report window opens.

Step 2: Configure Report Filters

Select the required report criteria before generating the report.

Filter Description
Filter by Supplier Search for a specific supplier or leave blank to include all suppliers.
Date Range Select the reporting period using the From and To dates.
Sort By Choose whether to display the Top or Least performing suppliers.
Group By Generate the report using Quantity Wise or Profit Wise analysis.
Top / Least Suppliers Specify how many suppliers should appear in the report.
ℹī¸ Note
You can combine multiple filters to generate supplier reports that match specific procurement analysis requirements.

Step 3: Generate the Report

Click the Generate Report button.

Muhasib ERP processes the selected criteria and generates the supplier performance report.

✅ Result
The Top / Least Suppliers Report is displayed based on the selected criteria.

Step 4: Review Supplier Performance

Review the generated report to analyze supplier purchasing activity.

The report may include the following information.

🚨 Important
Supplier rankings are automatically recalculated whenever new purchase transactions are recorded within the selected reporting period.

Step 5: Print the Report

Click Print Report.

The printed report contains the same supplier ranking and purchasing statistics currently displayed on the screen.

View the Report

After configuring the required filters, generate the report to analyze the top or least performing suppliers based on your selected criteria.

Step 5: Generate the Report

  1. Review all selected filter options.
  2. Click the Generate Report button.

Muhasib ERP processes the selected criteria and displays the Top / Least Suppliers Report.

Report Information Includes:

Column Description
Sr. No. Sequential number of each supplier in the report.
Supplier Name Name of the supplier.
Supplier Contact Primary contact number of the supplier.
Supplier Since Date when the supplier was added to the system.
Items Purchased Total quantity of items purchased from the supplier.
Purchase Total (Rs.) Total purchase value.
Discount Total (Rs.) Total discounts received.
Tax Total Total tax amount.
Total Amount (Rs.) Final purchase amount after calculations.

ℹī¸ Note
The report displays suppliers according to the selected Sort By, Group By, date range, supplier filter, and the number of suppliers specified.

Print the Report

If a hard copy or PDF version of the report is required, you can print it directly from the report screen.

Step 6: Print the Report

  1. Click the Print Report button available at the top-right corner.
  2. A print preview window opens.
  3. Review the report.
  4. Click Print to send the report to the selected printer.

✅ Result
The Top / Least Suppliers Report is generated successfully and can be reviewed, analyzed, or printed for purchasing analysis and supplier performance evaluation.

Best Practices

Product: Muhasib ERP