Management dashboard give the user summary of: Income, Cost of Goods Sold (COGS), and Expense. Below actions are available under “Management Dashboard”:

Samooha icon2  View management dashboard for the Accounts module e.g. Income, Cost of Goods, Expense

Dashboard - Management

View Management Dashboard for the Accounts module

1. Select period of data to show by selecting fiscal year and date in “Fiscal Calendar” and “To” drop-down lists on top of the screen

2. Click on “+” or “-” button to expand / collapse the data view

Dashboard - Management - filters

3. Click on refresh_button button at the top of the screen to refresh the dashboard with latest data

4. Right click on a graph view, it will pop up the following options:

  • Properties: user can change graph’s title and appearance
  • Copy: copy the graph as image
  • Save As: save the graph as image file (PNG format)
  • Print
  • Zoom In
  • Zoom Out
  • Auto Range