Reports & dashboard
See what you own, what you owe, and what you've earned.
The dashboard and reports turn all your day-to-day entries into a clear picture of your business.
The dashboard
When you log in, the dashboard gives you an at-a-glance summary — such as vehicles in stock, recent activity, and cash position. It's the quickest way to see how the business is doing right now.
TODO: screenshot — dashboard
Reports
Reports let you dig deeper. Depending on your permissions you can review:
- Inventory — which vehicles you currently hold and their status.
- Ledger / cash position — money in and out, and the balance of each account (company cash and bank accounts).
- Sales & profit — what you've sold and the profit earned.
- Expenses — spending by category (expense head).
- Partner settlements — what's owed to and paid to partners.
Tips for accurate reports
Reports are only as good as your entries
Reports are built from the data you enter, so keeping the following up to date keeps your reports trustworthy:
- Record every ledger entry (purchases, expenses, sales, payments) promptly.
- Use consistent expense heads.
- Complete each vehicle's settlement so profit is booked correctly.
Filtering by branch
If you're an Admin with multiple branches, reports let you view the whole business or focus on a single branch. Branch and employee users see only their own branch's figures.