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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.

What to do next

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