Dashboard Functionalities

Purpose: This help resource will provide you with insights into the dashboard's functionalities and its related features, including how to navigate the dashboard and key points to remember.

Benefits: The data is shown in clear formats like charts, graphs, and tables, making it easy to spot trends and patterns. It provides essential information for informed decision-making. All data is centralized for easy access and analysis. You can customize it to meet specific needs and explore individual data points for deeper insights, as well as display real-time information for timely decisions.

Dashboard Screen:

The top menu bar

The top bar contains various options, including a search bar, main menu, and user menu, among others.

For more information regarding the functionalities of the top bar or header, click here.

Main dashboard view

Once you log in or open GoAct, it will open to your dashboard.

Highlighted analytics

At the top, you will find a month-by-month comparison summary that highlights sales returns, sales, purchase returns, and purchases, both outward and inward.

Looking at the example provided, last month's sales totaled Rs. 99,306.00, while this month's sales so far are Rs. 26,238. This indicates that they are currently short by Rs. 73,068.00, which is about 73.6% behind.

Quadrant chart analytics

Initially, there is a significant analysis of several reports that cover important categories such as High Profitability and Low Popularity, High Profitability and High Popularity, Low Profitability and Low Popularity, as well as Low Profitability and High Popularity. Altogether, it is known as a quadrant chart.

  Filters, chart displays, and change chart type

Within this analytical chart, you will find three choices: filter, chart display, and change chart type, as well as a description of the chart.

 Filter 

This tool is mainly designed for viewing charts according to your recommended preferences, such as:

• Date range
  Date range options, such as daily, monthly, or a custom selection that suits your needs.

• Use mean cut-off
  The way items are scattered is based on their respective margin and quantity, which can be higher or lower than the cut-off set by the user. Users can either specify a precise cut-off margin and quantity or select the mean cut-off option to work with average values.

Imagine you have a collection of items, each with its own margin (profit percentage) and quantity (number of units). You want to "scatter" these items based on these attributes, either above or below a certain threshold or "cut-off" point.

Cut-off methods

• Exact cut-off:

• You specify a fixed margin and quantity as the cut-off point.

• Items with a margin and quantity above this threshold will be grouped together, and those below will be in another group.

• Mean cut-off:

• You enable the mean cut-off option.

• The system calculates the average margin and quantity of all items.

• This average becomes the dynamic cut-off point.

• Items with margin and quantity above the average go in one group, and those below in another.

• Visualizing the scattering

• Consider a scatter plot where the X-axis represents the margin and the Y-axis represents the quantity. Each item is plotted as a point on this graph. The cut-off (either exact or mean) defines a line or region on this plot. Items above the line or region are in one group, and those below are in another.

Example

Say you have the following items:

• Exact cut-off

If you set the cut-off at 20% margin and 100 quantity, items A and C would be in one group, and B and D in another.

• Mean cut-off:

• The average margin is (20+15+25+10)/4 = 17.5%

• The average quantity is (100+50+150+30)/4 = 82.5

• Items A and C would be above this average and in one group, while B and D would be below and in another.

Item scattering applications

This scattering technique can be used for various purposes.

• Inventory management: Grouping items based on profitability and stock levels.

• Marketing: Segmenting customers based on purchase behavior and spending habits.

• Financial analysis: Categorizing investments based on risk and return.

• Data science: Dividing data into training and testing sets.

By understanding the concept of item scattering, you can effectively analyze and categorize data to make informed decisions.

Brand and category

You can analyze data based on a specific brand and its category.

 Change chart type 

You have the flexibility to visualize this analytical chart in a way that suits you best, whether it is as a line chart, bubble chart, or scatter plot.

Additionally, you can see the underlying data marked by a red circle in the picture. Just click on it to explore the profit and popularity analysis. You can also export this data as a PDF.

Additionally, you can also view the report below, which includes details such as daily margins, expenses, and pending purchase order approvals.

Filter: The report includes a filter option that allows you to view charts based on your preferred criteria, such as Company, Division, Location, Customer, and Item List. However, each report features different filtering options.

Print chart: The second option is the print chart, which allows you to download the report chart and print it later.

Change chart type: You have the flexibility to visualize this analytical chart in a way that suits you best, whether it is as a line chart, bar, or pie chart.

Expand chart: Clicking this option will make the chart expand to fill the entire area to appear larger.

View as report: This option takes you to the smart view of the report, where you can access the complete value-wise report.

Advance filter option

In the upper right corner, you'll find the advanced filter option. Here, you can easily customize your dashboard by selecting the date range and choosing which report charts you want to display on your screen.

Favorites

In the main menu for each report, you will find a favorites menu button depicted as a star. By selecting this button, your chosen items will be stored under the favorites tab.

Recent tab

When you access any report from the main menu tab, it will automatically appear under the recent tab, depicted as a clock in the far right of the menu.

Conclusion

In summary, the dashboard shows clear visualizations, such as charts and graphs, to facilitate easy identification of key trends and patterns. By centralizing this data, we can streamline access and analysis, enabling informed decision-making. The customizable nature of this data allows for tailored insights, while real-time updates ensure timely responses to evolving circumstances.