# 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.

<div id="bkmrk-%E2%84%B9%EF%B8%8F-examplea-branch-m" style="border-left: 4px solid #0891b2; background: #ecfeff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**ℹ️ 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.</div>---

### Before You Begin

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

<table id="bkmrk-requirement-descript" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Requirement</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Description</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Dashboard Access</td><td style="border: 1px solid #d1d5db; padding: 10px;">You have permission to access the Dashboard &amp; BI module.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Company Data</td><td style="border: 1px solid #d1d5db; padding: 10px;">The selected company contains recorded sales and operational data.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Updated Transactions</td><td style="border: 1px solid #d1d5db; padding: 10px;">Business transactions have been recorded so dashboard statistics can be generated.</td></tr></tbody></table>

<div id="bkmrk-%F0%9F%92%A1-tiprefresh-the-das" style="border-left: 4px solid #2563eb; background: #eff6ff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**💡 Tip**  
Refresh the dashboard periodically to view the latest business performance and sales activity.</div>---

### View the Company Dashboard

#### Step 1: Open the Dashboard

Navigate to:

**Back Office → Interactive Dashboard**

The **Interactive Dashboard** window opens displaying company performance information.

*\[Image Placeholder - Interactive Dashboard Window\]*

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#### Step 2: Select the Sales Type

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

<table id="bkmrk-option-description-s" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Option</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Description</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Sale</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays statistics for completed sales transactions.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Temp Sale</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays statistics for temporary or pending sales.</td></tr></tbody></table>

<div id="bkmrk-%E2%84%B9%EF%B8%8F-notechanging-the-" style="border-left: 4px solid #0891b2; background: #ecfeff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**ℹ️ Note**  
Changing the sales type refreshes all dashboard widgets and charts accordingly.</div>---

#### Step 3: Review the Business Summary Cards

The top section displays important business indicators.

<table id="bkmrk-dashboard-card-descr" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Dashboard Card</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Description</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Today's Sale</td><td style="border: 1px solid #d1d5db; padding: 10px;">Shows today's total sales during the current work period.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Active Orders</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays the number of active customer orders.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Active Registers</td><td style="border: 1px solid #d1d5db; padding: 10px;">Shows the number of currently active POS registers or terminals.</td></tr></tbody></table>

*\[Image Placeholder - Summary Cards\]*

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#### 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.

<div id="bkmrk-%E2%9C%85-resultthe-sales-ch" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**✅ Result**  
The sales chart provides a visual comparison of daily sales performance over the last thirty days.</div>*\[Image Placeholder - Last 30 Days Sales Chart\]*

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#### Step 5: Review the Billing Summary

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

<table id="bkmrk-metric-description-t" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Metric</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Description</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Today</td><td style="border: 1px solid #d1d5db; padding: 10px;">Sales generated during the current work period.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">This Month</td><td style="border: 1px solid #d1d5db; padding: 10px;">Total sales generated during the current month.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">This Fiscal Year</td><td style="border: 1px solid #d1d5db; padding: 10px;">Total sales recorded during the current fiscal year.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">All Time</td><td style="border: 1px solid #d1d5db; padding: 10px;">Overall sales recorded since system implementation.</td></tr></tbody></table>

*\[Image Placeholder - Billing Summary\]*

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#### Step 6: Review System Notifications

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

<table id="bkmrk-notification-purpose" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Notification</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Purpose</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Low Stock Alert</td><td style="border: 1px solid #d1d5db; padding: 10px;">Notifies users when inventory levels fall below the configured minimum stock level.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Expired Stock Alert</td><td style="border: 1px solid #d1d5db; padding: 10px;">Highlights inventory items that have expired or are approaching their expiration date.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">System Notifications</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays other important operational alerts generated by Muhasib ERP.</td></tr></tbody></table>

*\[Image Placeholder - Unread Notifications\]*

<div id="bkmrk-%E2%84%B9%EF%B8%8F-notenotifications" style="border-left: 4px solid #0891b2; background: #ecfeff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**ℹ️ Note**  
Notifications help users respond quickly to inventory and operational events that may require immediate action.</div>---

#### 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.

<table id="bkmrk-analysis-period-desc" style="width: 100%; border-collapse: collapse;"><thead><tr style="background: #f8fafc;"><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Analysis Period</th><th style="border: 1px solid #d1d5db; padding: 10px; text-align: left;">Description</th></tr></thead><tbody><tr><td style="border: 1px solid #d1d5db; padding: 10px;">This Work Period</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays the best-selling items during the current work period.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Last 30 Days</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays item sales performance over the previous thirty days.</td></tr><tr><td style="border: 1px solid #d1d5db; padding: 10px;">Last 1 Year</td><td style="border: 1px solid #d1d5db; padding: 10px;">Displays yearly sales trends for the most frequently sold products.</td></tr></tbody></table>

*\[Image Placeholder - Top 10 Sold Items Chart\]*

<div id="bkmrk-%E2%9C%85-resultusers-can-qu" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">**✅ Result**  
Users can quickly identify the highest-performing products and compare sales performance across different time periods.</div>---

#### Step 8: Close the Dashboard

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

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### Result

<div id="bkmrk-%E2%9C%85-company-dashboard-" style="border: 1px solid #22c55e; background: #f0fdf4; padding: 16px; border-radius: 6px;">**✅ Company Dashboard Viewed Successfully**- Business performance indicators are displayed in real time.
- Sales trends can be monitored using interactive charts.
- Billing summaries provide quick financial insights.
- Unread notifications help users respond to operational events.
- Top-selling products can be analyzed over multiple time periods.
- Decision-makers can monitor company performance from a single dashboard.

</div>---

### Best Practices

- Review the dashboard regularly to monitor business performance.
- Use the Sales Type selector to analyze different transaction types.
- Monitor unread notifications to resolve inventory or operational issues promptly.
- Compare Top Sold Items across different time periods to identify long-term trends.
- Use dashboard insights together with detailed reports for strategic business decisions.
- Refresh the dashboard periodically to view the latest business statistics.

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### 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.

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### Related Articles

- View Master Dashboard
- View Top / Least Sold Items
- View Top / Least Customers
- View Top / Least Suppliers
- View Detailed Item Forecast Report

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### 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**