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.