Skip to main content

Manufacturing Orders

The Financial Dashboard provides an overview of financial performance, including credit and debit transactions, account balances, and financial trends. This dashboard helps businesses monitor cash flow, track account movements, and analyze historical financial data.

Key Metrics at a Glance:​

  • Posted Transactions: Displays financial transactions recorded in the system.
  • Credit vs. Debit: Compares credit and debit amounts across different financial periods.
  • Account Balances: Tracks beginning and ending balances of general ledger (GL) accounts.

Visual Components:​

  • Credit & Debit Trends: A line chart showing the fluctuation of credit and debit over time.
  • Posted Transactions Analysis: A line graph illustrating the trend of posted financial transactions.
  • Financial Data by Year: A table listing GL account balances, credits, and debits over different years.
  • Financial Distribution Chart: A radar chart representing financial data distribution across accounts.
  • Balance Movement Funnel: A funnel chart visualizing the flow of financial transactions.

Benefits of this Dashboard:​

  • Cash Flow Monitoring: Tracks financial inflows and outflows for better liquidity management.
  • General Ledger Oversight: Provides insights into historical account balances and transactions.
  • Financial Trend Analysis: Identifies trends in credit and debit movements over time.
  • Risk Mitigation: Helps detect financial anomalies and ensure proper accounting controls.
  • Data-Driven Decision-Making: Supports strategic financial planning and budgeting.

Filtering​

You can filter the dashboards using these filtering panels:

  • Year