Documentation · Dashboard

Understanding the SUIGEST360 dashboard

The dashboard brings together the main sales, financial and inventory indicators to provide a concise overview of business activity.

Overview

A centralized view of business activity.

After signing in, the dashboard presents the essential information required for day-to-day business monitoring.

  • Sales revenue
  • Payments received
  • Remaining customer balances
  • Stock value
  • Purchases
  • Delivery notes
  • Customer returns
  • Stock alerts
Quick actions

Access common operations quickly.

The dashboard toolbar provides shortcuts to frequently used operations.

  • Create a new delivery note
  • Create a new supplier receipt
  • Open the product list
  • Switch user / sign out
Indicators

Monitor the main KPIs.

Indicator cards provide a quick overview of important business information.

Sales revenue
Total net amount of customer invoices.
Total paid
Total amount paid on invoices together with its percentage of sales revenue.
Remaining amount
Outstanding customer balance and corresponding percentage.
Stock value
Inventory valuation based on available quantities and product purchase prices.
Total purchases
Total amount of recorded supplier receipts.
Delivery notes
Total number of delivery notes together with the invoicing rate.
Customer returns
Number and total value of recorded customer returns.
Stock alerts
Number of stock lines where available quantity is less than or equal to the product minimum stock.
Charts

Visualize business evolution.

Charts use the current year to display business activity month by month.

  • Monthly sales revenue evolution
  • Monthly purchase evolution
  • Twelve-month display
  • Automatic updates based on recorded data
Inventory

Monitor warehouses and stock levels.

The dashboard provides a summarized view of stock distribution and products requiring attention.

  • Total quantities by warehouse
  • Stock distribution chart by warehouse
  • Low-stock products
  • Related warehouse
  • Available quantity
  • Navigation between multiple alert pages
Rankings

Identify key business elements.

SUIGEST360 automatically calculates several rankings from recorded data.

  • Top 5 products based on quantities recorded in delivery notes
  • Top 5 customers based on total invoiced sales
  • Top 5 suppliers based on total supplier receipt amounts
Reading the dashboard

Interpret the indicators.

The dashboard is designed as an operational summary. Displayed values are calculated directly from documents and records stored in SUIGEST360.

For detailed analysis, open the corresponding module or report: Sales, Purchases, Stock or Reports.

Need help with the dashboard?

If an indicator does not match your expectations or you need assistance, open a request through the SUIGEST360 support portal.

Open support portal