Reviewing the DailyDashboard (Cognytics)

The DailyDashboard serves as a starting point for many team members each day, as it shows current statistics across a broad range of financial, sales, and inventory areas.
Note: The current DailyDashboard widgets are under review.

This information is useful to Back Office Managers, Purchasing and Inventory Managers, Sales and Account Managers, Store and Branch Managers, and Owners.

Daily Dashboard

This dashboard is meant to give managers from different departments a common overview of the business, so these widgets do not include much detail. As such, there are no dashboard-wide filters.

Current Accounts Receivable Status Details Widget (DailyDashboard)

Widget Name: Current AR Drill-Down

View Name: Rs_currentarstatusdrilldown

Historical: No

Drill-Down: None

The Current Accounts Receivable Status Details widget shows the account details of all current accounts, including the amounts due by aging bucket. You can filter the entries in this table by account number, customer name, aging buckets, past-due balance, dollar amounts, percentage of AR status, and the sum of past due balances.

DailyDashboard > Current Accounts Receivable Status Details Table

Current Accounts Receivable Status Widget (DailyDashboard)

Widget Name: ARStatus

View Name: RS currentarstatus

Historical: No

Drill-Down: None

The Current Accounts Receivable Status widget shows you the accounts receivable amounts and percentages by aging bucket, as well as the total outstanding credits. We recommend using the Current AR Status Details widget to dig into this information.

DailyDashboard > Current Accounts Receivable Status Table

Inventory (Category and Value) Widget (DailyDashboard)

Widget Name: Inventory

View Name: RS inventoryasof

Historical: No

Drill-Down: None

The Inventory Category and Value widget displays the financial details of items in inventory, categorized by value. You can filter this list by category value, amount, and the total.

DailyDashboard > Inventory Category and Value Table

Month-to-Date Comparison Widget (DailyDashboard)

Widget Name: MTD Comparison

View Name: RS salesperformance

Historical: No

Drill-Down: None

The Month-to-Date Comparison table provides an update of the basic financial metrics for the business (as a whole). This table shows the month-to-date totals on average sale amounts and percentages (including the previous year), cost of goods sold, cash and charge sales percentages, gross profit percentage and amounts, net sales percentages and amounts, and a month-to-date transaction count. You can apply filters for categories, daily sales performance, month-to-date for the current year (amount and percentage), month-to-date for the previous year (amount and percentage), and a variance assessment.

DailyDashboard > Month-to-Date Comparison Table

Month-to-Date Sales by User Widget (DailyDashboard)

Widget Name: MTD Sales by User

View Name: RS mtdsalespersonperformance

Historical: No

Drill-Down: None

The Month-to-Date Sales by User widget shows sales by salesperson, including gross profit percentage and the total sales amount.

DailyDashboard > MTD Sales by User Widget

Sales and Invoices per Day Widget (DailyDashboard)

Widget Name: Sales & Invoices per day

View Name: Sales and Invoiceperday

Historical: No

Drill-Down: None

The Sales and Invoices per Day bar and line graph widget shows the number of invoices and the total sales amounts for the previous two weeks. The filters provide access to the Number of Invoices, the Day of the Month (affecting the Sales and Invoice per Day results), and the sum totals of the Invoice and Sale amounts shown in the chart. There is no table associated with this widget.

DailyDashboard > Sales & Invoices per Day Chart

Top 10 Stocked Items Sold Widget

Widget Name: Top Stocked Items Sold AgG

View Name: RS TopStockedItemsSold

Historical: No

Drill-Down: None

The Top 10 Stocked Items Sold table widget displays the top items sold by item ID, Description, Unit of Measure, Quantity Sold, Sales Amount, and Invoice Count.

<This widget is under construction.>

Related Topics:

Working with Cognytics Dashboards