Global dashboard manual
The company's 360° view: revenue for the current year compared to the previous year, growth, expenses and overall health, complemented by strategic stock indicators (value, shortages, returns, expiry dates).
Overview
The Global dashboard aggregates data from every module in real time to give an instant read on the company's health. It cross-references business activity (revenue, expenses) and stock status (valuation, alerts) on a single screen, with a direct comparison between the current year (N) and the previous year (N-1).
Objective
- Measure revenue growth N vs N-1
- Monitor the level of expenses
- Spot shortages & defective returns
- Anticipate expiry alerts
Target audience
- Executives — 360° oversight
- General management — strategic decisions
- Finance — revenue vs expenses
Starting point for oversight
Start each day with the Global dashboard, then dig deeper with the Sales dashboard, the Stock dashboard or the HR dashboard.
Access and navigation
Left-hand side menu, at the top: Global dashboard. The dashboard is calculated on the fly when opened (a brief loading screen appears during the calculation).
Activity scoreboard (Revenue / expenses)
At the top of the page, a scoreboard of 4 summary KPIs: current-year revenue, previous-year revenue, growth and expenses.
Scoreboard KPIs
| Indicator | Meaning |
|---|---|
| Current-year revenue | Cumulative revenue for the current year, based on delivery notes. |
| Previous-year revenue | Same cumulative total for year N-1, for a direct comparison. |
| Growth | Percentage progression of revenue N compared to N-1. |
| Current-year expenses | Cumulative expenses (purchases) for the current year. |
Growth & overall health
The growth figure measures the relative gap between the two years; the overall health gauge summarizes how well annual targets are met in a single visual indicator.
Achievement of annual targets (actual vs target).
Positive growth — revenue is increasing compared to N-1. A favorable signal to track over time.
Revenue vs expenses — the gap between revenue and expenses gives a first read on the company's overall margin.
Integrated stock indicators
The Global dashboard includes 4 strategic stock KPIs from the Stock module: stock value, items in shortage / below threshold, valued defective returns and expiry alerts.
| Stock KPI | Meaning |
|---|---|
| Stock value | Total valuation of available stock. |
| Items in shortage / below threshold | References at zero quantity and references that have fallen below the minimum alert threshold. |
| Defective returns | Value of defective returns, valued at the item's ex-works price. |
| Expiry alerts | Expired batches and batches nearing expiry (advanced stock mode only). |
The Expiry alerts card only appears if your company uses advanced stock management (batch / expiry date). Full detail in the Stock dashboard.
Monthly revenue comparison N / N-1
The flagship graph compares revenue month by month for the current year and the previous year, to instantly visualize seasonality and the performance gap.
Tip — hover over a bar to display the exact value for the month and compare N vs N-1 at a glance.
Revenue & expense breakdown
Beyond the totals, the dashboard breaks down the share of revenue and expenses in the result, and the monthly contribution to annual revenue.
Period & recalculation
The Search button opens a filter window for a date range. All KPIs and charts recalculate on confirmation.
Filter the period
Recalculation can take a few seconds on a large database; each block is protected so that missing data does not prevent the rest from displaying.
Calculation rules
Revenue based on delivery notes — consolidated revenue relies on the delivery notes delivered during the period.
Stock value — sum of valued stock lines; defective returns are valued at the ex-works price.
Growth — calculated as the relative gap (Revenue N − Revenue N-1) / Revenue N-1, expressed as a percentage.
Expiry = advanced stock — expiry alerts only exist under batch / expiry-date management; in simple mode, the card is hidden (as expected).
FAQ & Tips
Revenue N-1 is at zero?
There are probably no delivery notes recorded for the previous year — the comparison will display as soon as history exists.
The "Expiry alerts" card doesn't appear?
It is reserved for advanced stock (batch / expiry date). In simple mode, it is deliberately hidden.
Tip — management routine
Open the Global dashboard in the morning, spot the alerts (shortage, expiry, growth), then head to the relevant module's dashboard to act.
