The Dashboard Module in Easy Khata provides a real-time snapshot of your entire business. From total sales and purchases to pending payments, stock alerts, and financial summaries — the dashboard helps you stay informed and in control with just a glance.
Why You Should Use the Dashboard Module
Purpose
- Monitor your business performance at a glance
- Stay on top of receivables and payables
- Get alerts for low or out-of-stock items
- Analyze profit, sales, purchases, and due invoices instantly
- View insights by day, week, or custom date ranges
Key Features
- Sales Summary – View today’s, weekly, or monthly sales
- Purchase Overview – Track purchase orders and values
- Receivable & Payable – Instantly see amounts due from customers or to suppliers
- Stock Alerts – Items low in stock are highlighted
- Profit Estimate – Quick calculation of sales minus purchase cost
- Date Range Filters – Select custom dates to filter data
- Visual Charts – Line graphs or bar charts to compare data over time
Step-by-Step Instructions
A. Access the Dashboard
- Open the Easy Khata App
- Tap on Dashboard from the bottom navigation
B. Analyze Key Metrics
- View top cards: Total Sales, Total Purchases, Profit, Receivable, Payable
- Tap on any card to see more details or drill down by party or product
C. Use Filters and Date Ranges
- Tap the Date Filter icon (calendar)
- Select from Today, This Week, This Month, or a Custom Range
- The dashboard will refresh with data for the selected duration
D. Respond to Alerts
- Scroll to see low stock items, overdue invoices, or negative balances
- Tap to take action, such as creating a purchase order or sending a reminder
Best Practices
- Check your dashboard daily to stay proactive
- Refresh filters every Monday to review weekly trends
- Use alerts to avoid missed payments or stockouts
- Track profit periodically and compare it against your business targets
- Use insights to make data-driven decisions
Conclusion
The Dashboard is your real-time business control panel. Use it daily to stay ahead of sales, purchases, stock, and payments. Smart filters and alerts ensure you're never out of touch with your business health.
Call to Action
Open the Dashboard now in Easy Khata and track what matters most — from profit to payments — in real time.