knowledge base

You can use Dashboard to get an overview of your business’s progress, which your most important customers are or data on product sales trends etc.

To access Dashboard, click the inFlow menu button, go to General and click Dashboard.

The Dashboard will open in the same window.

Timeline

You can see a graph of how your business has been doing over time.

• Lines – You can select the type of data you want to see in the graph from the drop-down box.

• Date – You can select the date range for the data in the graph from the drop-down box.

• Group By – You can choose the ‘Group By’ options for your data i.e. to show each point as a day, week, month, quarter or year.

• Zoom in/ Zoom out – You can use these buttons to zoom in or out of the graph.

• Graph format - You can choose to view the graph as a line graph, bar graph or pie graph from these buttons.

Outstanding

Here you can see the actions that need your attention related to the entities like Sales Order, Purchase Order, Reorder, Work Orders and Count Sheets. Click on the detail link to view them in detail.

Top 5 Products

Here you see the most important products, customers, vendors etc. You can choose the entity from the drop-down box, select the date and show (top/ bottom) number (type any number, default is 5).