> For the complete documentation index, see [llms.txt](https://docs.elastik.mu/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.elastik.mu/enterprise-management-system/getting-started/dashboard.md). # Dashboard ### General Dashboard {% embed url="" %} ### General dashboard The General dashboard gives a company-wide view across finance, sales, stock, tasks, and support. * **Turnover Summary** — a snapshot of turnover for the current date, week, month, and financial year. * **Turnover Monthly Trend** — turnover shown as a trend over recent months. * **Receivables Summary** — a snapshot of outstanding amounts owed to you. * **Receivables Monthly Trend** — receivables shown as a trend over recent months. * **Debtors Info** — a summary of customers who owe you money. * **Payments Due in the Next 15 Days** — upcoming payments due within the next 15 days. * **Planning** — a list of to-do work per person for the day, related to interventions. * **Sales Analytics by Categories** — sales broken down by item category. * **Tasks for the Day / Overdue Tasks** — tasks due today, plus any overdue tasks. * **Tasks for the Next 15 Days** — tasks coming up in the next 15 days. * **Ongoing Projects** — a list of projects currently in progress. * **Leads Overview** — a summary of your current sales leads. * **Stock Transfer Discrepancy** — discrepancies found during stock transfers. * **Receipt Summary By Branch** — a summary of receipts, broken down by branch. * **Stock Valuation** — the current value of stock on hand. * **Cases** — a general, informative overview of cases. * **Promo** — a list of promotions that are upcoming or currently active. * **Support Time by Category** — time spent on support, broken down by category. * **Support Overview for the Month** — a summary of support activity for the current month. * **Users Usage Trend** — a trend of user activity/usage over time. * **Sales Summary By Branch** — a summary of sales, broken down by branch. * **Info Panel** — the number of active items, customers, and suppliers. * **Sales by Brands v/s Branches** — a comparison of sales by brand across branches. * **Bookings Next 7 Days** — upcoming bookings in the next 7 days. * **Concurrent Users** — the number of users currently active in Elastik. ### Customer dashboard
The Customer dashboard focuses on a single customer's activity and relationship with you. **Selected panels:** * **Overview** — a general summary of the customer. * **Ongoing Projects** — projects currently in progress for this customer. * **Ongoing Tasks** — tasks currently in progress for this customer. * **Last 30 Archived Tasks** — the most recent 30 completed/archived tasks. * **Support Trend** — a trend of support activity for this customer. * **Total Income** — total income generated from this customer. * **Sales Order** — this customer's sales orders. * **Last 10 Transactions** — the customer's 10 most recent transactions. * **Recurring Invoices** — invoices set up to recur for this customer. * **Open Invoices** — invoices still outstanding for this customer. * **Sales Quotation** — quotations issued to this customer. * **Top 10 Items Bought** — the 10 items this customer buys most. * **Last 10 Tickets** — the customer's 10 most recent support tickets. * **Loyalty Info** — the customer's loyalty program status/points. * **Cheque to be Banked** — cheques received from this customer not yet banked. * **Licenses** — licenses held by/issued to this customer. * **Last 10 Support** — the customer's 10 most recent support interactions. ### Supplier dashboard The Supplier dashboard focuses on a single supplier's activity and relationship with you. **Selected panels:** * **Overview** — a general summary of the supplier. * **Last 10 Transactions** — the supplier's 10 most recent transactions. * **Top 10 Items Bought** — the 10 items you buy most from this supplier. * **Purchase Order** — purchase orders raised with this supplier. * **Open Invoices** — invoices from this supplier still outstanding. * **Last 10 Tickets** — the 10 most recent support tickets involving this supplier. * **Licenses** — licenses held by/issued to this supplier. * **Unreconciled Cheques** — cheques issued to this supplier not yet reconciled. * **Purchase Invoice Monthly Trend** — purchase invoices from this supplier, shown as a trend over recent months. * **Payments Due in the Next 15 Days** — upcoming payments due to this supplier within the next 15 days. ### Item dashboard
The Item dashboard focuses on a single item's sales and stock performance. * **Sales Analysis Across Branch** — how this item is selling across different branches. * **Item Overview** — a general summary of the item. * **Sales Performance Across Branch** — sales performance for this item, broken down by branch. * **Profitability (Gross Profit on Average Cost Price)** — gross profit for this item, calculated on average cost price. * **Sales Return Across Branch** — returns for this item, broken down by branch. * **Available Stock Per Branch** — current stock levels for this item at each branch.