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
Find and Open the Correct Muhasib Report
Set Report Date, Company, Location, Terminal, and Entity Filters
What to do next
Review the Master Dashboard.