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Dashboard

Your daily starting point: KPIs, charts and the latest activity — at a glance.

Main dashboard

Route: /dashboard

The main dashboard is the accounting analytics dashboard. It opens right after signing in and summarises the financial state of the company for the current open fiscal year. The header shows the dashboard title with today's date beneath it; all figures respect the filter bar (period + branches) described below.

Element	What it shows
Filter bar	Period presets (Today / Week / Month / Custom), a branch multi-select and a Refresh button. Every change reloads all widgets immediately.
Four KPI cards	Total Revenue, Total Expenses, Net Income and Total Assets — each with a month-over-month change badge and a mini trend line (sparkline).
Monthly Revenue & Expenses	An area chart of revenue vs expenses per month across the fiscal year.
Financial Position	A donut of Assets / Liabilities / Equity with Total Assets in the centre.
Cheques by status	Received and issued cheques grouped by lifecycle status — count and total amount per status.
Recent Entries	The six most recent journal entries with their posting status.
Most Active Accounts	The six accounts with the largest total movement (debit + credit).

The filter bar

Control	Behaviour
Today	Only today's transactions.
Week	The last 7 days, including today.
Month	From the 1st of the current month up to today. This is the default when the dashboard opens, so the landing view always carries data.
Custom	Reveals two date pickers (From date / To date). Both bounds are inclusive; clearing one leaves that side open.
Branches	Multi-select of the active branches. Leaving it empty means All branches. Selecting or deselecting a branch reloads the figures at once.
Refresh	Re-queries everything with the current filters — use it after posting documents in another tab.

ℹ️ Fiscal year: the dashboard reads from the open fiscal year whose date range covers today (if several open years overlap, the one with the earliest start date — the real operating year — wins). If no fiscal year covers today, the first open year is used. Without any fiscal year defined, the summary widgets show zeros.

The four KPI cards

Card	What the number includes
Total Revenue (green)	The total of revenue accounts for the fiscal year, restricted to the selected period and branches.
Total Expenses (red)	The total of expense accounts for the same filters.
Net Income (indigo)	Revenue minus expenses — the profit for the filtered scope.
Total Assets (blue)	The balance-sheet asset total. This card carries no change badge and no sparkline, because it is a position (snapshot), not a flow.

The change badge: under each of the first three cards you see an arrow with a percentage and the caption “vs previous month”. It compares the latest month of the fiscal year's monthly series with the month before it. Colour encodes meaning, not direction: revenue or net income going up is green (good); expenses going up is red (bad), and expenses going down is green. The badge is hidden when there is no comparable data — fewer than two months in the year, or a zero previous month.

The sparkline: the small line at the bottom of each card draws the month-by-month values of the same figure across the fiscal year, so you can spot the trend without opening a report.

The charts

Chart	How to read it
Monthly Revenue & Expenses	A smooth area chart with one point per month: the indigo series is Revenue, the red one Expenses. Hover anywhere to see both values for that month in one tooltip; click a legend circle to temporarily hide a series.
Financial Position	A donut splitting Total Assets, Total Liabilities and Total Equity (absolute values). The centre displays the Total Assets figure. Balanced books mean assets ≈ liabilities + equity.
Most Active Accounts	Horizontal bars of the six accounts with the largest total movement (debit + credit) in the filtered trial balance. A long bar means the account is heavily used — a quick way to see where the activity of the period concentrated.

Cheques by status

This panel groups the company's cheques into two rows — Received and Issued — and shows one pill per lifecycle status with the count of cheques and their total amount:

Group	Statuses
Received cheques	Portfolio (in hand, not yet banked) → Deposited (sent to the bank) → Collected (money received) — or Bounced (returned unpaid).
Issued cheques	Issued (handed to the beneficiary) → Cleared (debited from your bank) — or Cancelled.

💡 Tip: every pill is clickable — it opens the Cheques screen pre-filtered to that exact status, and View All opens the full cheques list. This is the fastest route from “a number looks odd” to the documents behind it.

ℹ️ Permission: the panel requires the cheques view permission. Without it the panel simply stays empty — this is not an error.

A worked reading example

ℹ️ Example: your dashboard shows Total Revenue 120,000 with a green ↑ 15%, Total Expenses 80,000 with a red ↑ 22%, and Net Income 40,000 with a green ↑ 3%. Reading: sales are growing nicely, but costs are growing faster — profit barely moved. Open Most Active Accounts to see which expense accounts moved most, then hover the monthly chart to find the month the expense curve started climbing. If the red area approaches the indigo one, margins are compressing.

Troubleshooting

Symptom	Likely cause and fix
Everything shows zeros	No open fiscal year covers today, or no journal entries are posted yet. Define/open the fiscal year in Accounting, and remember most figures come from posted documents.
“Today” looks empty	Normal early in the day — nothing has been posted yet. Switch to Month (the default) for a meaningful view.
Numbers look too small	Check the branch filter — you may be looking at one branch only — and the date range under Custom. Empty branch selection = all branches.
Cheques panel is empty	Either no cheques are recorded or your role lacks the cheques view permission. Ask your administrator.
Figures seem stale	Data loads when the page loads or a filter changes. Click Refresh after posting documents in another tab.

FAQ

Q: Does the change badge follow the period I selected?
A: No — it always compares the latest month of the fiscal year with the month before it, independently of the Today/Week/Month buttons. The cards' values, however, do follow your filters.

Q: Why doesn't Total Assets show a badge or sparkline?
A: Assets are a snapshot of a position, not a monthly flow, so a month-over-month percentage would be misleading.

Q: Can I compare two branches side by side?
A: Not on one screen — select one branch, note the figures, then switch. For a proper comparison use the reports module.

Q: Do draft (unposted) documents affect the KPI cards?
A: No. Financial figures build from posted journal entries; drafts only appear in the Recent Entries feed with an amber tag.

Module dashboards

Route: /dashboard/<module> — opened by clicking the module name in the sidebar

Clicking a module header in the sidebar (rather than one of its screens) opens a dashboard tailored to that module. All module dashboards share one layout: four KPI cards, one bar chart, one donut chart with the total in its centre, and a latest documents table with a View All link into the module's list screen. The Accounting header opens the full main dashboard described above.

Shared filter bar — flows vs snapshots

The same period presets appear here (Today / Week / Month / Custom with two date pickers) plus a Refresh button. There is no branch filter on module dashboards. One rule to remember:

Kind of figure	Affected by the period?	Examples
Flows (documents with a date)	Yes — only documents whose date falls inside the range count.	Period sales, period costs, latest invoices/shipments/trips tables.
Snapshots (current state)	No — they always show “now”.	Stock value, active customers/suppliers/items, active vehicles, users.
Trend charts	No — the 6-month bar chart always covers the last 6 calendar months.	“Monthly totals (last 6 months)” in Sales and Purchasing.

ℹ️ Exception: the Administration dashboard hides the filter bar entirely — users and roles are not date-based data.

Sales dashboard /dashboard/sales

Widget	Content
KPI: Period total	Sum of posted sales invoices dated inside the period.
KPI: Outstanding amounts	For those posted invoices: total minus what was paid — what customers still owe from this period.
KPI: Unposted documents	Count of draft (not yet posted) invoices in the period.
KPI: Active customers	Snapshot count of active customer cards.
Bar: Monthly totals (last 6 months)	Posted sales per calendar month, oldest first — your revenue trend.
Donut: Collected vs remaining	Splits the period's posted total into Collected and Remaining; the centre shows the total.
Sales heatmap (last 12 weeks)	A calendar grid — 12 weeks × 7 days — where the darker the cell, the higher that day's posted sales. Hover a cell for its date and amount. Instantly reveals your strong weekdays and dead days.
Latest sales invoices	The six most recent invoices in the period: number, date, customer, total, status.

Purchasing dashboard /dashboard/purchasing

The exact mirror of the Sales dashboard for purchase invoices: Period total (posted purchases), Outstanding amounts (what you still owe suppliers on the period's invoices), Unposted documents and Active suppliers; a 6-month bar chart; a Paid vs remaining donut; and the latest purchase invoices. There is no heatmap here.

Inventory dashboard /dashboard/inventory

Widget	Content
KPI: Active items	Count of active item cards (snapshot).
KPI: Stock value	The current value of on-hand stock across all warehouses (snapshot — the period filter does not change it).
KPI: Below reorder level	Count of item/warehouse stock lines currently under their reorder point — your restocking to-do list.
KPI: Warehouses	Count of active warehouses.
Bar: Top items by stock value	The six items tying up the most stock value.
Donut: Stock by warehouse	How the total stock value is distributed across warehouses.
Latest stock adjustments	Adjustment documents dated inside the period, with warehouse and status.

Imports dashboard /dashboard/imports

Widget	Content
KPI: Open shipments	All shipment files not yet at the Closed stage.
KPI: In transit	Shipments currently at the In Transit stage.
KPI: Open goods value	Goods total of the open shipments — capital on the water.
KPI: Open landed costs	Freight, customs and other landed costs accumulated on the open shipments.
Bar: Costliest open shipments	The six open shipments with the highest goods + costs total.
Donut: Shipments by stage	Counts per stage: Open → In Transit → Arrived → Cleared → Closed.
Latest shipments	Shipments dated inside the period with supplier and stage.

Fixed assets dashboard /dashboard/assets

Widget	Content
KPI: Active assets	Count of assets in Active status.
KPI: Total cost	Sum of acquisition costs of the active assets.
KPI: Accumulated depreciation	Depreciation accumulated to date on those assets.
KPI: Book value	Cost minus accumulated depreciation — the current net worth of the fleet of assets.
Bar: Top assets by book value	Your six most valuable assets today.
Donut: Cost by category	Acquisition cost split by asset category.
Depreciation runs	Monthly depreciation runs (year, month, run date, asset count, amount) dated inside the period.

Fleet dashboard /dashboard/fleet

Widget	Content
KPI: Period freight	Revenue of trips whose start date falls in the period.
KPI: Period expenses	Trip expenses plus standalone vehicle expenses dated in the period.
KPI: Trips net	Net result (freight − expenses) of the period's trips.
KPI: Active vehicles	Snapshot count of vehicles both active and in Active status.
Bar: Net per trip	Net amount of each recent trip — spot the loss-making trip at a glance.
Donut: Expenses by type	Period expenses split by type (fuel, maintenance, …).
Trips	The latest trips with vehicle, freight, expenses, net and status.

Agriculture dashboard /dashboard/agri

Widget	Content
KPI: Open seasons	Count of seasons still in Open status.
KPI: Period costs	Season costs dated inside the period.
KPI: Period harvest	Value of harvests recorded inside the period.
KPI: Seasons profit	Accumulated profit across all seasons (not period-filtered).
Bar: Profit per season	The six most profitable seasons (number + crop).
Donut: Costs by type	Period costs split by cost type (seeds, fertiliser, labour, …).
Harvests	The period's harvest documents with season, quantity and value.

Land projects dashboard /dashboard/land

Widget	Content
KPI: Open projects	Projects in Open status.
KPI: Budgets total	Sum of the open projects' budgets.
KPI: Accumulated costs	Total costs recorded on all projects.
KPI: Budgets remaining	What is left of the open projects' budgets — an early overrun warning.
Bar: Costs per project	The six projects with the highest accumulated costs.
Donut: Costs by type	Period costs split by cost type.
Project costs	Cost documents dated inside the period with project, type and amount.

Restaurant dashboard /dashboard/rest

Widget	Content
Orders received hero	A large banner: total orders received in the period, split into Accepted (every order not cancelled) and Rejected (cancelled), each with its percentage and a green/red proportion bar.
KPI: Period sales	Revenue of paid orders in the period.
KPI: Paid orders	Count of paid orders.
KPI: Open orders	Orders still open (unpaid) — watch this before closing the shift.
KPI: Average ticket	Period sales divided by the number of paid orders.
Bar: Daily sales	Paid revenue per day inside the period.
Donut: Orders by state	Open (amber), Paid (green), Cancelled (red).
Orders	The latest orders with type, total and state.

Administration dashboard /dashboard/admin

Widget	Content
KPI: Users	Total user accounts.
KPI: Active users	Users who are active and not locked out.
KPI: Locked accounts	Accounts locked (e.g. after repeated failed logins) — review these regularly.
KPI: Roles	Count of defined roles.
Donut: Users by role	How many users hold each role (a user with several roles counts in each).
Latest users	Recently created users with e-mail and roles. No bar chart and no period bar here.

A worked reading example

ℹ️ Example: on the Sales dashboard with Month selected you see Period total 85,000, Outstanding 30,000, Unposted documents 4, and the donut reads Collected 55,000 / Remaining 30,000. Reading: you invoiced 85,000 this month, collected about 65% of it, and 4 drafts are not counted anywhere yet — post them or the month will close understated. The heatmap shows dark cells on Thursdays: that is your strong day, so plan stock and staff accordingly.

Troubleshooting

Symptom	Likely cause and fix
The whole dashboard is empty / zeros	Your role may lack view permissions for this module's data, or the module simply has no documents yet. Widgets whose data you cannot access stay silently empty.
KPIs show data but the “latest” table is empty	The table is period-filtered — no documents dated inside the selected range. Widen the period or pick Custom.
Stock value does not change with the period	By design: stock value, customers, vehicles, users are snapshots of “now”, not period flows.
An invoice I just saved is missing from the period total	Only posted documents count in money KPIs; drafts appear in the Unposted documents counter instead.
The 6-month chart ignores my custom dates	By design: the trend chart always shows the last six calendar months.

FAQ

Q: How do I open a module dashboard?
A: Click the module's name (the header row) in the sidebar. Clicking a screen beneath it opens that screen directly.

Q: Why is there no branch filter here, unlike the main dashboard?
A: The commercial and operational documents on these dashboards do not carry a branch dimension yet, so a branch filter would have nothing to act on.

Q: The counts differ from what the list screen shows — why?
A: Check three things: the period filter (lists usually show everything), posted vs draft status, and — for stock — that the dashboard sums all warehouses.

Q: Does the dashboard update by itself while it is open?
A: No. It loads when opened and when a filter changes; click Refresh to re-query at any time.

Frequently asked questions

What does the KEMTOVA ERP dashboard show?

It presents KPI cards (revenue, expenses, net income, assets) with month-over-month deltas, a revenue-vs-expense trend chart, a financial-position donut, top accounts and the latest journal entries.

How do I change the dashboard period?

Use the period presets (Today / Week / Month) or pick a custom date range; you can also filter by branch to focus the figures.

Why does the dashboard show zeros?

It reads the active, open fiscal year. If no fiscal year covers today or the period has no posted entries, the figures show zero — check your fiscal year and post entries.

Is there a dashboard per module?

Yes. Each sidebar module opens its own dashboard (sales, inventory, contracting, etc.), while the main dashboard focuses on accounting analytics.