ERP ModuleDashboard
Dashboard Overview
Understanding the Alpha ERP dashboard and key metrics
Dashboard Overview
The ERP Dashboard provides at-a-glance visibility into your business operations.
Dashboard Layout
The dashboard is organized into sections:
- KPI Cards - Key performance indicators
- Activity Feed - Recent transactions and events
- Quick Actions - Common task shortcuts
- Charts - Visual data representations
Key Metrics
Sales Metrics
| Metric | Description |
|---|---|
| Orders Today | Sales orders created today |
| Revenue MTD | Month-to-date revenue |
| Pending Invoices | Unpaid invoice count and value |
| Top Clients | Highest value clients this period |
Inventory Metrics
| Metric | Description |
|---|---|
| Low Stock Alerts | Products below reorder point |
| Stock Value | Total inventory valuation |
| Items to Receive | Expected incoming stock |
| Items to Ship | Pending outbound orders |
Operations Metrics
| Metric | Description |
|---|---|
| Open Picklists | Picklists awaiting completion |
| Pending Approvals | Items requiring your approval |
| Active Transfers | In-transit stock movements |
| Tasks Due | Scheduled tasks for today |
Navigation
From the dashboard, quickly navigate to:
- New Sales Order - Create customer orders
- New Purchase Order - Create supplier orders
- Stock Levels - View current inventory
- Picklists - Manage order fulfillment
- Invoices - Billing and payments
Customization
Dashboard views can be customized based on your role:
| Role | Default Widgets |
|---|---|
| Sales Manager | Revenue, orders, client activity |
| Warehouse Manager | Stock levels, picklists, shipments |
| Finance | Invoices, payments, receivables |
| Administrator | All widgets, system health |
Filters
Apply filters to dashboard data:
- Date Range - Today, week, month, quarter, year, custom
- Subsidiary - Filter by business entity
- Stock Site - Filter by warehouse location