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Understanding the 360 Dashboard: Real-Time Insights Across Your Business

The Business 360 Summary is an essential dashboard feature to use in Invent ERP. It provides a centralized, real-time view of your sales, finance, inventory, and operational performance all in one place. This ensures a transparent, deeply analytical workflow to keep you ahead of your operational data.

How to Access the 360 Dashboard​

  1. Open the left-hand 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.

Business Performance at a Glance​

  • Sales & Purchases Overview — Monitor how your real-time revenue and operational expenses are shaping up.
  • Top-Selling Products — Instantly identify what inventory items are driving your business growth.
  • Total Receivables & Payables — Stay completely on top of your outstanding credit and cash flow.
  • Time Period Filters — Choose specific historical dates or operational shifts to analyze performance trends over time.
  • Financial Insights — View interactive cash flow charts and conduct deep financial analysis to keep your operations healthy.

Customize It Your Way​

  • Toggle COGS: Choose to display standard Sales Accounts only, or include Cost of Goods Sold (COGS) metrics for exact margin tracking.
  • Highlight Key Metrics: Rearrange and customize data fields to prioritize the analytics most critical to your role.
  • Dynamic Charting: Choose between bar charts or line charts to get the clearest visual representation of your business trends.

Stay Updated with Automated Email Summaries​

Set up periodic performance reports to land directly in your corporate inbox automatically:

  1. Open the left-hand Side Menu.
  2. Click on the Configuration section.
  3. Select the plus (+) icon to reveal your advanced settings menu.
  4. Click on Settings.
  5. Adjust your email reporting schedules and preferences to start receiving automated summaries.

Notes & Tips​

  • Specify an Accurate Date Range: When analyzing overall health charts or configuring automated summaries, always ensure your active date range parameters match your target fiscal period. Forgetting to clear or set the correct range can result in omitted transactions or skewed trend lines.
  • Keep Up to Date with Your Reports: Regularly check your dashboard trends instead of waiting for end-of-month financial summaries. Monitoring live metrics daily lets you spot unexpected expense spikes or inventory bottlenecks early, allowing for fast, data-driven decisions.

FAQ​

Q: Why should I use the 360 Dashboard instead of individual module sheets? A: To gain a complete, immediate overview. Instead of cross-referencing standalone sales entries, inventory ledgers, and cash flow reports, it brings your entire operational ecosystem into a single unified workspace.

Q: How often do the financial charts update? A: It depends on your live configurations. All module indicators and overview charts automatically recalculate in real time as invoices, sales entries, and register modifications are committed across the system.