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360 Dashboard

Unlocking Business Insights with the 360 Dashboard

The 360 Dashboard in Invent ERP is your go-to tool for a real-time, comprehensive view of your business. With key financial data, sales performance, and customizable reports at your fingertips, you can make informed decisions with confidence.
How to Access the 360 Dashboard?
  1. Open the Side Menu.
  2. Click on the Dashboard section.
  3. Select the plus (+) icon to see the list of available dashboards.
  4. Click on Business 360 Summary.
Now, you have a complete picture of your business operations—all in one place.

Key Features to Explore

  • Flexible Date Range Selection

    Choose a specific time period to analyze trends and track performance over time.

  • Business Performance at a Glance

    Get instant insights into:

      • Sales & Purchases Overview – See how your revenue and expenses are shaping up.

      • Top-Selling Products – Identify what’s driving your business.

      • Total Receivables & Payables – Stay on top of your cash flow.

  • Financial Insights That Matter
    View cash flow charts and conduct financial analysis to keep your business financially healthy.
  • Customization for Better Decision-Making
    Adapt the dashboard to suit your needs: 
      • Display Sales Accounts only or include Cost of Goods Sold (COGS).
      • Customize financial data to highlight the most important metrics.
      • Choose between bar charts or line charts for a clearer view of trends.
  • Stay Updated with Automated Email Summaries
    Set up periodic business reports to land directly in your Inbox:
      1. Open the Side Menu.
      2. Click on the Configuration section.
      3. Select the plus (+) icon to reveal more settings.
      4. Click on Settings.
      5. Adjust your preferences to start receiving automated business updates.

Take Control of Your Business with the 360 Dashboard

With real-time insights and customizable reports, the 360 Dashboard gives you everything you need to stay ahead. Whether you’re tracking sales, monitoring cash flow, or analyzing financial trends, it’s all just a few clicks away.
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