{"id":16,"date":"2020-10-03T20:55:43","date_gmt":"2020-10-03T20:55:43","guid":{"rendered":"https:\/\/cashflowinventory.com\/blog\/?p=16"},"modified":"2025-07-21T19:34:07","modified_gmt":"2025-07-21T19:34:07","slug":"dashboard-management","status":"publish","type":"post","link":"https:\/\/cashflowinventory.com\/blog\/dashboard-management\/","title":{"rendered":"Dashboards in Cash Flow Inventory: Documentation"},"content":{"rendered":"\n

Cash Flow Inventory management software dashboard is an operational and decision-making central point which gives you what you have to order, delivery payment, and a summary of all to-do activities which are auto-generated according to modern inventory management rules. You have to manually approve any auto-generated to-do activity with or without modifications. <\/p>\n\n\n\n

The software delivers three unified dashboards\u2014Inventory, Accounting, and Cash Flows\u2014to give businesses instant, actionable insights, combining real-time metrics, interactive charts, and quick-link actions.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Global Dashboard Controls<\/h2>\n\n\n\n
    \n
  1. Welcome Banner<\/strong>: Displays \u201cWelcome, !\u201d for personalization.<\/li>\n\n\n\n
  2. Filters Bar<\/strong>:\n
      \n
    • Location Filter<\/strong>: Select one or more locations\/warehouses. If none selected, data from all locations are shown.<\/li>\n\n\n\n
    • Date Range Selector<\/strong>: Choose from presets (Today, This Week, This Month) or set a custom range.<\/li>\n\n\n\n
    • Entity Filters<\/strong>: Filter by departments, product categories, sales channels.<\/li>\n\n\n\n
    • \u201cShow All\u201d Toggle<\/strong>: Clears all filters.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
    • Customize Layout<\/strong> (permission-based):\n
        \n
      • Drag & Drop<\/strong>: Reorder widgets.<\/li>\n\n\n\n
      • Show\/Hide<\/strong>: Toggle individual widgets or sections.<\/li>\n\n\n\n
      • Save Layout<\/strong>: Save personal dashboard arrangement.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n

        Inventory Management Software Dashboard in Cash Flow Inventory<\/h2>\n\n\n\n

        By using Cash Flow Inventory, track & control your inventory in an easy and efficient way. Your stock management makes it easy where you can get a simple table and graphical overview in the dashboard and click each to get details. Inventory on receive, on packing, on shipping, on delivery, all payables and receivables, items, variants, and their stock, items have to order (Production & purchase), overstock, dead-stock, Sales performance, Items ABC categorization\u2014all you get in our inventory management dashboard.<\/p>\n\n\n\n

        Go<\/strong>: Login > Dashboard<\/p>\n\n\n\n

        Inventory Management Dashboard for Operational Activities<\/h3>\n\n\n\n

        Among the two parts of the inventory dashboard (management & intelligence), the management part is the operational part to track inventory activities, such as:<\/p>\n\n\n\n

          \n
        1. Products on receive (from purchase orders)<\/li>\n\n\n\n
        2. On packing (sales orders from customers, which products yet not packed)<\/li>\n\n\n\n
        3. On shipping (sales orders which already have packed, but yet not shipped)<\/li>\n\n\n\n
        4. On delivery (sales orders which already have packed, shipping is on the way, but yet not delivered)<\/li>\n<\/ol>\n\n\n\n

          N.B.:<\/strong> Your business may not need to track these inventory activities. You may directly purchase, and sales operations may be hand-to-hand like a sales or barcode\/QR code software. In these cases, when purchasing, select receive status \u201cok,\u201d and for the sales orders, select the packing, shipping, and delivery status \u201cok.\u201d Easy and smart solution provided from Cash Flow Inventory. Avoid multiple entries like first entry orders, then packing, then shipping. One entry makes software simple and saves your valuable time.<\/p>\n\n\n\n

          All payables and receivables (customers & suppliers) give you a clear overview of inventory-related accounts. Manage payments and dues according to committed payment days. It helps you to keep your brand value and develop good relationships with suppliers and customers.<\/p>\n\n\n\n

          Inventory Summary Table<\/h4>\n\n\n\n

          The inventory summary table gives an overview of items:<\/p>\n\n\n\n

            \n
          • How many \u201citems\u201d and \u201cvariants\u201d do you have?<\/li>\n\n\n\n
          • How many are active?<\/li>\n\n\n\n
          • How much current stock do you have?<\/li>\n\n\n\n
          • What is their purchase, retail, and wholesale value in the current market price?<\/li>\n<\/ul>\n\n\n\n

            Just see the inventory summary table and get all answers at a glance.<\/p>\n\n\n\n

            Quick-Link Actions<\/h4>\n\n\n\n

            Located at the top for one-click workflows:<\/p>\n\n\n\n

              \n
            1. New Purchase Order<\/li>\n\n\n\n
            2. Receive Inventory<\/li>\n\n\n\n
            3. Create Bill<\/li>\n\n\n\n
            4. Make Payment<\/li>\n\n\n\n
            5. Stock Transfer<\/li>\n<\/ol>\n\n\n\n

              Key Metrics<\/h4>\n\n\n\n
                \n
              1. Total Stock Value<\/strong>: Aggregate value of on-hand inventory<\/li>\n\n\n\n
              2. Out of Stocks<\/strong>: Variants with zero available stock<\/li>\n\n\n\n
              3. Deadstocks<\/strong>: Variants with no movement within a defined period<\/li>\n\n\n\n
              4. Restocking Needed<\/strong>: Variants below reorder threshold<\/li>\n<\/ol>\n\n\n\n

                Metrics respect active Location filters\u2014showing values for selected sites only, or all locations if none chosen.<\/em><\/p>\n\n\n\n

                Transaction Summaries<\/h4>\n\n\n\n
                  \n
                1. Purchase Orders: On Approve | Canceled<\/li>\n\n\n\n
                2. Order Materials: On Receive | Received Today<\/li>\n\n\n\n
                3. Bills on Approve: To Pay | Pay Today<\/li>\n\n\n\n
                4. Transfers to Issue<\/li>\n\n\n\n
                5. Cash & Bank Balance<\/li>\n\n\n\n
                6. Today\u2019s Collections<\/li>\n<\/ol>\n\n\n\n

                  Inventory Details Table<\/h4>\n\n\n\n
                  Attribute<\/th>Value<\/th>Attribute<\/th>Value<\/th><\/tr>
                  Items<\/td>1.00<\/td>Variants<\/td>1.00<\/td><\/tr>
                  Active Variants<\/td>1.00<\/td>Inactive Variants<\/td>0.00<\/td><\/tr>
                  Current Stock<\/td>0.00<\/td>Stock Value<\/td>0.00<\/td><\/tr>
                  Retail Value<\/td>0.00<\/td>Wholesale Value<\/td>0.00<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

                  Inventory Analytics Dashboard | Business Intelligence<\/h3>\n\n\n\n

                  In Cash Flow Inventory, intelligence (dashboard) analyzes your business demands for your preferred forecasting periods (any date range up to 365 days). Calculates safety stocks and reorder points and makes purchases and production plans to keep business stock and cash flow in the right way. And you can avoid empty stocks and overstocks. Can avoid loss, unlock capital, and maximize profit.<\/p>\n\n\n\n

                  Cash Flow Inventory automatically calculates safety stock and reorder points and generates purchase and production orders by analyzing sales in a definite period. Purchase orders are generated differently for every supplier, and production orders are generated differently for every variant. You have to manually approve (keep unchanged or make changes) it before finalizing the order. Behind the auto-generation, you can manually add, edit, or delete any activity and control software activities with multi-level user permissions.<\/p>\n\n\n\n

                  Cash Flow Inventory always wants to keep minimum stock quantity (which is equal to safety stock). Safety stock may be different for different periods (time). It depends on the demands. From preferred historical data, \u201cCash Flow Inventory\u201d generates purchase and production plans.<\/p>\n\n\n\n

                  Overstock<\/strong> means quantities over the safety stock. Safety stocks are constantly changing according to time (periods). So, it\u2019s normal for a business to have a minimum amount of overstock. But excessive overstock is a clear alert for your business to be aware of inventory optimization.<\/p>\n\n\n\n

                  Dead-stock<\/strong> means the items (variants) which have no sales for a definite period. The unsold items\u2019 stock value is the dead-stock in \u201cCash Flow Inventory\u201d. Dead-stock locks your capital as well as profit. If possible, you can return this \u201cstock,\u201d sell by offer, or take different steps to remove dead-stock.<\/p>\n\n\n\n

                  Inventory Vs Sales Revenues<\/h4>\n\n\n\n

                  Cash Flow Inventory shows business analytics entitled \u201cInventory Vs Sales Revenues,\u201d which shows how much amount (purchase) of inventories you had and how much Sales Revenues generated against these inventories. Showing the graph month over month with advanced inventory management analytics including average inventory, inventory turnover ratio, and average days needed to sell inventory.<\/p>\n\n\n\n

                  A, B, C Categorized Performance<\/h4>\n\n\n\n

                  Cash Flow Inventory management shows the performance of the products with A, B, C categorization. In most cases, a business gets almost 80% of sales revenues from 20% of products according to the 80-20 rule. Cash Flow Inventory shows a clear overview of product performance with A, B, C categorization.<\/p>\n\n\n\n

                  Accounting Dashboard<\/h2>\n\n\n\n

                  The Accounting Dashboard provides a comprehensive view of your financial performance.<\/p>\n\n\n\n

                  Financial Summary<\/h3>\n\n\n\n
                    \n
                  1. Profit<\/strong>: Income minus Expenses<\/li>\n\n\n\n
                  2. Income<\/strong>: Total revenue<\/li>\n\n\n\n
                  3. Expenses<\/strong>: Total outflows<\/li>\n\n\n\n
                  4. Cost of Goods Sold<\/strong>: Direct cost of inventory sold<\/li>\n\n\n\n
                  5. Operating Expenses<\/strong>: Indirect business expenses<\/li>\n<\/ol>\n\n\n\n

                    Respects Location and Date filters.<\/em><\/p>\n\n\n\n

                    Monthly Performance Chart<\/h3>\n\n\n\n

                    Profit Margin (%) plotted by month, with options to toggle between period comparisons.<\/p>\n\n\n\n

                    Balance Sheet Snapshot<\/h3>\n\n\n\n
                      \n
                    1. Assets<\/strong>: Total value of what the business owns<\/li>\n\n\n\n
                    2. Liabilities<\/strong>: Total obligations<\/li>\n\n\n\n
                    3. Equity<\/strong>: Net worth of the business<\/li>\n<\/ol>\n\n\n\n

                      Expense Breakdown Table<\/h3>\n\n\n\n

                      Detailed table showing expenses by category, with comparisons between periods.<\/p>\n\n\n\n

                      Cash & Bank Accounts<\/h3>\n\n\n\n

                      List of cash and bank accounts with codes, names, types, and current balances.<\/p>\n\n\n\n

                      Cash Flows Dashboard<\/h2>\n\n\n\n

                      The Cash Flows Dashboard focuses on your business\u2019s liquidity.<\/p>\n\n\n\n

                      Cash Snapshot<\/h3>\n\n\n\n
                        \n
                      • Cash & Bank Balance<\/strong>: Total available cash<\/li>\n\n\n\n
                      • Money In<\/strong>: Total inflows<\/li>\n\n\n\n
                      • Money Out<\/strong>: Total outflows<\/li>\n\n\n\n
                      • Overdue Invoices<\/strong>: Number of overdue customer invoices<\/li>\n<\/ul>\n\n\n\n

                        Applies Location filters to cash accounts by site.<\/em><\/p>\n\n\n\n

                        Cash Flow Trend Chart<\/h3>\n\n\n\n

                        Money In vs. Money Out by day\/week, segmented into Upcoming and Paid flows.<\/p>\n\n\n\n

                        Receivables & Payables Queue<\/h3>\n\n\n\n
                          \n
                        1. Overdue Invoices<\/li>\n\n\n\n
                        2. Upcoming Receivables (This Month and Next Month)<\/li>\n\n\n\n
                        3. Overdue Bills<\/li>\n\n\n\n
                        4. Upcoming Payments (This Month and Next Month)<\/li>\n<\/ol>\n\n\n\n

                          Each entry includes quantity and due amount, with links to view details.<\/em><\/p>\n\n\n\n

                          Dashboard Customization<\/h2>\n\n\n\n
                            \n
                          • Drag-and-Drop<\/strong>: Reposition widgets across rows and columns.<\/li>\n\n\n\n
                          • Show\/Hide<\/strong>: Toggle individual widgets via the gear icon.<\/li>\n\n\n\n
                          • Save Layout<\/strong>: Save personal dashboard defaults.<\/li>\n\n\n\n
                          • Admin Defaults<\/strong>: Account creator sets baseline widget set, locks critical sections if needed.<\/li>\n<\/ul>\n\n\n\n

                            Graphs & Visual Analytics<\/h2>\n\n\n\n
                              \n
                            • Hover Tooltips<\/strong>: Show precise values and dates.<\/li>\n\n\n\n
                            • Drill-Down<\/strong>: Click segments to open detail lists or transactions.<\/li>\n\n\n\n
                            • Filter Persistence<\/strong>: Charts update when global filters change.<\/li>\n<\/ul>\n\n\n\n

                              Permissions & Access<\/h2>\n\n\n\n

                              Under Settings \u2192 Users & Permissions:<\/p>\n\n\n\n

                                \n
                              1. View Only<\/strong>: Dashboard visibility, no data edits.<\/li>\n\n\n\n
                              2. Data Entry<\/strong>: Create orders, receipts, bills, payments.<\/li>\n\n\n\n
                              3. Manager<\/strong>: Approve documents, customize dashboards.<\/li>\n\n\n\n
                              4. Admin<\/strong>: Full rights, including default layouts and user management.<\/li>\n<\/ol>\n\n\n\n

                                All interactions and filter changes are recorded in the Dashboard Audit Log.<\/em><\/p>\n\n\n\n

                                Benefits of Using Cash Flow Inventory<\/h2>\n\n\n\n
                                Why use Cash Flow Inventory<\/th>Cash Flow Inventory gives<\/th><\/tr>
                                Automated inventory management helps to take fast and right decisions.<\/td>Right stock management maximizes cash flows and overall profits.<\/td><\/tr>
                                Minimize excess stock and prevent stock-out.<\/td>Easy & effective management of payable & receivable.<\/td><\/tr>
                                Identify dead stock & helps to unlock capital.<\/td>Saves hours and manpower as well as money.<\/td><\/tr>
                                Maximize Inventory Turnover Ratio & Cash Flows.<\/td>Can focus on development because of effective fast management.<\/td><\/tr>
                                Track Packing, Shipping, Delivery.<\/td>Can focus on development because of effective fast management.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

                                How to Start Business Operations in Cash Flow Inventory<\/h2>\n\n\n\n

                                Settings<\/h3>\n\n\n\n

                                First, you have to set settings like:<\/p>\n\n\n\n

                                  \n
                                1. Timezone, currency<\/li>\n\n\n\n
                                2. Print options (General or POS Print)<\/li>\n\n\n\n
                                3. Barcode or QR Code (if needed, or you can ignore it and use product names)<\/li>\n\n\n\n
                                4. Locations (if you have multi-location)<\/li>\n\n\n\n
                                5. Users (if you have multi-users) with permissions (view, entry, edit, delete)<\/li>\n\n\n\n
                                6. Others (may be tax, payment terms, payment methods, shipping methods, departments, product categories, sales channels)<\/li>\n<\/ol>\n\n\n\n

                                  Data<\/h3>\n\n\n\n

                                  To start simply with Cash Flow Inventory Management Software, you have to add:<\/p>\n\n\n\n

                                    \n
                                  1. Suppliers with their accounts (e.g., 150 suppliers where 120 have a payable balance)<\/li>\n\n\n\n
                                  2. Products with opening stock quantity (e.g., 550 products in stock now)<\/li>\n\n\n\n
                                  3. Customers with their accounts (may include a receivable amount)<\/li>\n<\/ol>\n\n\n\n

                                    Now your business data is fully OK to start inventory operations including purchase, sales, transfers, and so on.<\/p>\n\n\n\n

                                    To start your management quickly, you have to add:<\/p>\n\n\n\n

                                      \n
                                    1. Suppliers with opening balance<\/li>\n\n\n\n
                                    2. Products with opening or existing stocks<\/li>\n\n\n\n
                                    3. Customers with opening balance<\/li>\n<\/ol>\n\n\n\n

                                      Conclusion<\/h2>\n\n\n\n

                                      With location-aware filters, personalized layouts, and comprehensive metrics across Inventory, Accounting, and Cash Flows, Cash Flow Inventory empowers businesses to monitor performance and make informed decisions\u2014site by site or company-wide.<\/p>\n","protected":false},"excerpt":{"rendered":"

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