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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.

You now have a complete picture of your business operations — all in one place.

Key Features​

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​

View cash flow charts and conduct financial analysis to keep your business financially healthy.

Customization​

  • 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.