The Dashboard page in Unleashed provides an overview of your business's current stock standing and performance in two views:

The BI Dashboard uses data processed through the Business Intelligence module to provide an interactive and dynamic analysis your business's performance over a selected date range. But for a more simplified overview of your business' progress, switch to the Classic Dashboard, which displays your data using a static set of parameters.

By default, the BI Dashboard view will be displayed when you navigate to Dashboard from the main menu. To switch to the Classic Dashboard click on the three-dot icon displayed in the top right corner of the BI Dashboard view and select View Classic Dashboard.

The BI Dashboard uses the Business Intelligence module to provide a visual representation of key data and performance indicators (KPIs) in a consolidated and easy-to-view format.

By default, the BI Dashboard is filtered by the "Month to Date" date range and will display the "Unleashed Default" layout, which includes the following KPIs:

Within each KPI tile one of the following options will be displayed, to drill down further into the result for more context and detail:

In the top right corner of the BI Dashboard's view you'll find:

Use the Date Range drop down menu to filter the page's results by the date range select. If you're subscribed to BI Vision you can enter a custom date range, otherwise you can select one of the following pre-defined date ranges:

Use the Dashboard Layout drop down menu to display the BI data in one of the pre-defined, default layouts. Select from the following default options:

If you've created any Custom Dashboards or a Custom Dashboard has been shared with you, it will be listed in the Dashboard Layout filter too.

Use the BI Dashboard's Custom Dashboard button to create new default, shareable and custom dashboard layouts for your own unique view of how your business is performing. Choose from an array of KPI based widgets, across all of BI's contexts, to create the perfect view for you.

At the bottom of the BI Dashboard you will find a partially hidden panel that can be fully displayed by clicking on "show" in the center of it's tab. This Transactions and Batch Expiry panel provides a summary of you business's open transactions based on the Dashboard's selected date range, high and low stock alerts for your current inventory and, if Batch Tracking is enabled, expired and soon-to-expired batches.

The transactions and stock alerts counted in the panel will automatically refresh every 15 minutes, but you can click on the circling arrow icon to manually refresh the panel's data. Click on any of the listed transactions, stock alerts or batch details in this panel and you will be directed to the appropriate pre-filtered report to further review it's context and position.

The Classic Dashboard graphically shows key sets of data and transactional alerts over three date range options, to ensure your business processes are running smoothly. To select a date range to review, use the buttons available in the top right corner of the Classic Dashboard's page and select one of the following:

Decide whether your Classic Dashboard will populate it's data based on Sales Invoices or Sales Orders. By default, the Classic Dashboard will use Sales Orders as the data source, but this can be changed at any time.

To update the Classic Dashboard's data source:

The Profitability section of the Classic Dashboard allows you to easily view and keep track of how much money you're making by selling your inventory (stock) and services for a given period. The key profitability figures reviewed here are; Profit Margin by Product Group, Sales Revenue and Sales Margin, which include a percentage value, representing how the current figure compares to the previous period. Decreases are marked with a red arrow, increases with a green arrow and no change displays with a yellow dot.

The Activity section of the Classic Dashboard allows you to see how many sales you're making for a given time period. This is useful indicator to identify if there's any lull or improvement on your total sales activity. The key activity figures reviewed here are; Sale by Customer Type, Number of sales and Items per sale, which include a percentage value, representing how the current figure compares to the previous period. Decreases are marked with a red arrow, increases with a green arrow and no change displays with a yellow dot.

The Stock section will show you two metrics:

In the KPIs section there are two metrics that alert a business to possible performance issues that can affect current or future profitability:

Calculating Stock Turns
Previous years Total Cost from the SOH Enquiry e.g 07/03/015 = 100.
Current years Total Cost from the SOH Enquiry e.g 07/03/16 = 150.

(Previous Years Cost + Current Cost) /2 = Average Inventory
100 + 150 / 2 = 125
​
Cost of Goods Sold = Total Cost from the Margin Enquiry

07/03/2015 - 07/03/2016 = $500 + Credits for the same date range within the Credit Enquiry $200 > gives us $700
GOGS / Average Inventory = Stock Turns
700 / 125 = 5.6

The Revenue and Margin graph enables you to track revenue over time and compare it directly to the Margin you are making (Revenue is blue, Margin is Red). It is based on the specified period at the top of the page. It also shows how this measures up to the previous period. Decreases will be marked with a red arrow, increases with a green arrow and no change with a yellow dot.

The Transactions area of the Classic Dashboard displays all outstanding transactions and alerts for each area of Unleashed. It enables you to be keep up with open Sales Orders, Purchase Orders and maintain suitable stock levels. It also helps identify parked transactions that are still yet to be processed.