# 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.

<div id="bkmrk-%F0%9F%9A%A8-importantmake-sure" style="border-left: 4px solid #dc2626; background: #fef2f2; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Before saving, check that the correct company is open and that you have permission to complete this task.</div>### Where to find it

Back Office → Dashboards &amp; 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.

<div id="bkmrk-%F0%9F%92%A1-tipcheck-the-saved" style="border-left: 4px solid #2563eb; background: #eff6ff; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">Take a moment to check your work before closing the window. This small check can save time later.</div>### 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

<div id="bkmrk-%E2%9C%85-next-actioncontinu" style="border-left: 4px solid #16a34a; background: #f0fdf4; padding: 12px 16px; margin: 15px 0; border-radius: 4px;">[**Review the Master Dashboard**](https://docs.muhasiberp.com/link/405).</div>