System Manager > Set Up and Manage Dashboards

AccountMate Enterprise's Dashboard feature provides a real‑time, visual overview of an organization’s financial health and performance, based on select financial ratios and key performance indicators (KPIs).

Authorized users can easily access the Dashboard since it seamlessly integrates with the Accounts Payable, Accounts Receivable, General Ledger, Purchase Order, and Sales Order modules.

This feature helps monitor finances efficiently without digging through multiple reports every time. It delivers up-to-date financial indicators, thus facilitating timely and more strategic decision making.

The following dashboards are currently available:

•Gross Profit Analysis

•Liquidity

•AR Analysis

•Open Sales Orders

•Aged Receivable Balance

•Monthly Profitability

•Top Sales Invoice Amount by Item

•Sales Invoice Tracker by Salesperson

•Top Sales Invoice Amount by Customer

•Aged Payable Balance

•Purchase Order Backorders

•AP Analysis

You can access the dashboards either from the System Administrator module or directly from the System Bar, making it accessible regardless of the module currently accessed.

To set up the dashboard feature, perform the following:

1.Use the Connection function to configure your company’s settings for authenticating connections to Power BI resources. Access the Dashboard Connection Settings section for more details.

2.Access the Setup function to configure the settings for each dashboard, assign access rights, and upload to Power BI. Refer to the Set Up Dashboards section for more information.