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لوحات المعلومات (Dashboards)

قراءة المؤشرات والفلاتر الزمنية وتخصيص العرض

Dashboards gather the key KPIs (sales, profit, receivables) into one interactive screen so management can track performance without opening many reports.

Path: Dashboards

  1. Open the Dashboards app and pick a dashboard from the sidebar.
  2. Read the top KPI cards: current value and % change vs prior period.
  3. Use the date filters — This Month, Last 7 Days, or From/To.
  4. Hover charts to see per-point values.
  5. Click any KPI to drill through to the source report.
  6. Enter Edit mode (if allowed) to rearrange or hide cards.
  7. Pick the Company/Branch from the top switcher if the dashboard is company-scoped.
  8. Save the filter as a favorite for next time.
الميزانية العمومية
الأصول والخصوم وحقوق الملكية وتاريخ التقرير