# Dashboards and Forecasting Use company dashboards, rankings, add-on analysis, sales analysis, and stock forecasts. # Review the Master Dashboard ### How to Review the Master Dashboard in Muhasib ERP ### Overview This guide will help you review cross-company or master-level business figures and identify areas requiring checking in a detailed report. You get a high-level cross-company view; dashboard figures remain summary figures, not detailed record. ### Who can do this You need access to Master Dashboard and all companies shown. ### Before you start Know the reporting date, accessible companies, expected refresh time, key controls, and comparison period.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Dashboards & BI → Master Dashboard. ### Review the Master Dashboard #### Step 1: Confirm the displayed company aggregation and date/period #### Step 2: Refresh using the supported action #### Step 3: Review sales, purchase, stock, party, cash, and profit indicators shown #### Step 4: Compare trends and exceptions to the prior period #### Step 5: Drill into supporting reports where available #### Step 6: Record filters and refresh time with any decision ### Check your work Compare and Confirm representative widgets to the same company, dates and filters operational and financial reports.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Check company permissions and refresh timing when totals seem incomplete. - Do not add widget values whose scopes overlap. ### Related guides - [Review the Company Dashboard](https://docs.muhasiberp.com/link/406) - [Reconcile Two Muhasib Reports Safely](https://docs.muhasiberp.com/link/485) - [Review Profit and Loss](https://docs.muhasiberp.com/link/242) ### What to do next
[**Review the Company Dashboard**](https://docs.muhasiberp.com/link/406).
# Review the Company Dashboard ### How to Review the Company Dashboard in Muhasib ERP ### Overview This guide will help you review key figures for the active company and choose the correct underlying report for follow-up. You get a company-level operational overview and evidence-backed follow-up list. ### Who can do this You need access to Company Dashboard and relevant underlying report permissions. ### Before you start Confirm active company, reporting period, locations/terminals, refresh expectations, and comparison period.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Dashboards & BI → Company Dashboard. ### Review the Company Dashboard #### Step 1: Confirm company and date/period displayed #### Step 2: Refresh the dashboard #### Step 3: Review each KPI's label, unit, trend, and scope #### Step 4: Identify material exceptions #### Step 5: Open the corresponding sale, purchase, inventory, party, or financial report #### Step 6: Record refresh time and supporting report filters ### Check your work Representative KPIs compare and confirm to detailed reports for the same company, period, and status scope.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Confirm active company after switching workspaces. - Account for unposted, offline, or background-synchronized transactions. ### Related guides - [Review the Master Dashboard](https://docs.muhasiberp.com/link/405) - [Find and Open the Correct Muhasib Report](https://docs.muhasiberp.com/link/480) - [Set Report Date, Company, Location, Terminal, and Entity Filters](https://docs.muhasiberp.com/link/481) ### What to do next
[**Review the Master Dashboard**](https://docs.muhasiberp.com/link/405).
# Rank Top or Least Sold Items ### Rank Top or Least Sold Items ### Overview This guide will help you identify the highest- or lowest-performing sold items for a defined period and measure. You get a ranked analytical list for merchandising or investigation. ### Who can do this You need access to Top/Least Sold Items and authorized sales/item scope. ### Before you start Choose company, period, locations, item scope, Top versus Least, result count, and ranking measure such as quantity, value, or profit where supported.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Dashboards & BI → Top/Least Sold Items. ### Rank Top or Least Sold Items #### Step 1: Set exact company/date/location filters #### Step 2: Choose Top or Least and the supported ranking measure #### Step 3: Set result count where available #### Step 4: Generate/refresh #### Step 5: Review rank, item, quantity/value, returns, and ties #### Step 6: Compare selected items with Item-wise Sale detail ### Check your work Recalculate sample rankings from Item-wise Sale data using the same measure and return treatment.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Least results may include zero/inactive items depending on filters. - Do not compare quantity across incompatible units without conversion. ### Related guides - [Review the Item-wise Sale Report](https://docs.muhasiberp.com/link/516) - [Review Item Analytics](https://docs.muhasiberp.com/link/461) - [Reconcile Two Muhasib Reports Safely](https://docs.muhasiberp.com/link/485) ### What to do next
[**Review the Item-wise Sale Report**](https://docs.muhasiberp.com/link/516).
# Rank Top or Least Customers ### Rank Top or Least Customers ### Overview This guide will help you rank customers for a defined period using the report's selected sales measure. You get a customer ranking suitable for analysis, not an automatic sales or credit decision. ### Who can do this You need access to Top/Least Customers and authorized customer/sales scope. ### Before you start Choose company, period, locations, customer/group scope, Top versus Least, result count, and measure.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Dashboards & BI → Top/Least Customers. ### Rank Top or Least Customers #### Step 1: Set company/date/location/customer filters #### Step 2: Choose Top or Least and the supported measure #### Step 3: Generate/refresh #### Step 4: Review customer identity, rank, value/quantity, returns, and ties #### Step 5: Drill to Customer Wise Sales and customer financial position #### Step 6: Separate performance ranking from credit-risk assessment ### Check your work Recalculate samples from Customer Wise Sales using identical filters and return treatment.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Consolidate duplicate customer masters before interpreting rank. - Do not infer profitability or collectability from sales value alone. ### Related guides - [Review Customer Wise Sales](https://docs.muhasiberp.com/link/500) - [Review Customer Financial Position](https://docs.muhasiberp.com/link/243) - [Create a Customer](https://docs.muhasiberp.com/link/367) ### What to do next
[**Review Customer Wise Sales**](https://docs.muhasiberp.com/link/500).
# Rank Top or Least Suppliers ### Rank Top or Least Suppliers ### Overview This guide will help you rank suppliers for a defined period using the report's selected purchasing measure. You get a supplier purchasing ranking for sourcing analysis. ### Who can do this You need access to Top/Least Suppliers and authorized supplier/purchase scope. ### Before you start Choose company, period, supplier scope, Top versus Least, result count, and ranking measure.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Dashboards & BI → Top/Least Suppliers. ### Rank Top or Least Suppliers #### Step 1: Set company/date/supplier filters #### Step 2: Choose Top or Least and the available measure #### Step 3: Generate/refresh #### Step 4: Review supplier identity, rank, value/quantity, returns, and ties #### Step 5: Compare selected suppliers with Supplier Wise Purchase and supplier financial Compare selected suppliers with Supplier Wise Purchase and supplier financial reports. #### Step 6: Keep spend ranking separate from quality/lead-time assessment ### Check your work Recalculate samples from Supplier Wise Purchase using the same scope and return treatment.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Consolidate duplicate supplier masters before interpreting results. - High spend does not prove favorable price or performance. ### Related guides - [Review the Supplier Wise Purchase Report](https://docs.muhasiberp.com/link/479) - [Review Supplier Financial Position](https://docs.muhasiberp.com/link/244) - [Create a Supplier](https://docs.muhasiberp.com/link/372) ### What to do next
[**Review the Supplier Wise Purchase Report**](https://docs.muhasiberp.com/link/479).
# Review the Detailed Item Forecast Report ### How to Review the Detailed Item Forecast Report in Muhasib ERP ### Overview This guide will help you estimate an item's future available position and trace each included demand or supply source. You get a planning projection; it does not reserve, purchase, transfer, or produce stock. ### Who can do this You need access to Detailed Item Forecast Report and underlying item, stock, sales-order, purchase-order, requisition, and production visibility. ### Before you start Confirm item, company, locations, horizon, on-hand baseline, reservations, open demand/supply, BOMs, units, and cutoff.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Dashboards & BI → Detailed Item Forecast Report. ### Review the Detailed Item Forecast Report #### Step 1: Select company, item, location scope, and horizon #### Step 2: Generate/refresh the forecast #### Step 3: Confirm opening on-hand/available quantity #### Step 4: Review each included supply and demand row by date/source/status #### Step 5: Recalculate projected running availability #### Step 6: Drill to unexpected source orders or production records ### Check your work Opening plus included supply minus included demand reproduces projected availability using verified unit conversions.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Exclude cancelled/closed sources only according to actual report logic. - Do not interpret forecast as physical availability. ### Related guides - [Forecast Available and Bundled Stock](https://docs.muhasiberp.com/link/302) - [Review Available Forecasted Stock](https://docs.muhasiberp.com/link/462) - [Review the Stock Ledger Report](https://docs.muhasiberp.com/link/457) ### What to do next
[**Forecast Available and Bundled Stock**](https://docs.muhasiberp.com/link/302).
# Review the Add-on Sales Report ### How to Review the Add-on Sales Report in Muhasib ERP ### Overview This guide will help you analyze add-on items sold with parent sale lines and compare and confirm their quantities and values to source transactions. You get add-on attachment and value analysis without treating add-ons as independent parent sales. ### Who can do this You need access to Relevant Add-on Sales report plus item/add-on and sales visibility. ### Before you start Define company, period, locations, parent items, add-ons, statuses, returns, units, and expected sale-line control.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Dashboards & BI or Sales & Customers → Add-on Sales Report, when active. ### Review the Add-on Sales Report #### Step 1: Confirm the report is active for the target deployment #### Step 2: Set exact company/date/location/item/add-on filters #### Step 3: Generate the report #### Step 4: Review parent item, add-on, quantity, price/value, and return fields #### Step 5: Drill to representative sale lines #### Step 6: Reconcile totals to configured item add-ons and source sales ### Check your work Sample add-on totals reproduce from allowed source sale lines under the verified attribution rule.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Do not publish the report as active until its system launch path is confirmed. - Align returned parent/add-on treatment and units. ### Related guides - [Configure Item Add-ons](https://docs.muhasiberp.com/link/323) - [Review the Item-wise Sale Report](https://docs.muhasiberp.com/link/516) - [Review Item Analytics](https://docs.muhasiberp.com/link/461) ### What to do next
[**Configure Item Add-ons**](https://docs.muhasiberp.com/link/323).
# Review Item-wise and Category Sales Analysis ### How to Review Item-wise and Category Sales Analysis in Muhasib ERP ### Overview This guide will help you compare item and category sales performance and trace category totals to item-level source data. You get category-to-item performance analysis for merchandising or planning. ### Who can do this You need access to Relevant BI/report permissions plus item/category and sales visibility. ### Before you start Define company, period, locations, category hierarchy, items, units, statuses, returns, and performance measure.
Before saving, check that the correct company is open and that you have permission to complete this task.
### Where to find it Back Office → Dashboards & BI → needed item/category analysis, when active. ### Review Item-wise and Category Sales Analysis #### Step 1: Confirm the active report title and launch path #### Step 2: Set exact scope, category, and item filters #### Step 3: Generate or refresh #### Step 4: Review category/item quantities, values, returns, and other displayed metrics #### Step 5: Avoid double-counting parent and child categories #### Step 6: Reconcile to Item-wise Sale detail ### Check your work Non-overlapping item totals reproduce category totals and compare and confirm to source sale lines.
Take a moment to check your work before closing the window. This small check can save time later.
### If something goes wrong - Do not present a source family as one active report until system titles are confirmed. - Check historical category changes and unit differences. ### Related guides - [Review the Item-wise Sale Report](https://docs.muhasiberp.com/link/516) - [Review the Item-wise Sale Summary Report](https://docs.muhasiberp.com/link/521) - [Create an Item Category](https://docs.muhasiberp.com/link/307) ### What to do next
[**Review the Item-wise Sale Report**](https://docs.muhasiberp.com/link/516).