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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Profitability dashboard is used to view profitability by several dimensions to understand the most profitable areas. The Summary tab shows an overview wit...
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The Sales dashboard is based on data from a scheduled extract that occurs daily. This is more of a sales summary. Purpose This dashboard displays the Sales by Department Category , Fiscal Year>Quarter>Fiscal Month , Location , Salesperson , ...
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Purpose This dashboard shows a view of Scale Tickets, Shipments, and Commodity transfers over a given time period to assist with tracking. Select units to drill into to find how those numbers are made up. Details Filter by Commodity , Location ...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Budget Variance dashboard displays Net profit Actual year to date totals , Net Profit Budget Total , Net Profit Variance (Remaining) , Budget to Actu...
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Purpose This dashboard returns a list of inventory adjustments based on filters selected. Details Filter by Cost Selection , Fiscal Year , Start Date , End Date , Department Selection , Department Type Selection , Product Classification...
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The Purchase Order Analysis dashboard provides summary level information and detail about Purchase Orders. Details Order amounts, including received and unreceived, can be viewed by Vendor , Location , Department , and Product . The PO Lis...
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This dashboard is based on data from a scheduled extract that occurs daily. Purpose The Unapplied Cash Analysis dashboard provides a way to view a diary of Unapplied Cash Activity. This information reflects all customers with an Unapplied Cash ...
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Purpose This dashboard displays closed contracts on Scale Tickets in the selected Scale Ticket date range to assist in defining what contracts are available to be settled. Details This is only visible when the data is set up to be multiple shrink...
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Purpose The Business Influence Overview displays total sales for customers, including the sales of the customers they influence and how those sales are broken out per influencer. The Sales Totals include sales for all fiscal years in Agvance. D...
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Purpose The Profit Summary tab displays total profit and margin as well as profit and margin per product based on the selected date range. The Profit by Invoice tab helps to identify Invoice line items with a margin below the desired threshold....