Updated January 04, 2026
Performance Dashboards
Performance Dashboards in EquiBillBook provide real-time visual representations of your business performance metrics. These interactive dashboards help you monitor key performance indicators (KPIs), track business trends, and make data-driven decisions quickly.
Understanding Performance Dashboards
Performance Dashboards help you:
- Monitor real-time business performance
- Track key performance indicators (KPIs)
- Visualize business metrics with charts and graphs
- Identify trends and patterns quickly
- Make informed business decisions
- Monitor business health at a glance
Accessing Performance Dashboards
To access performance dashboards:
- Navigate to the Reports module from the main menu
- Click on Business Reports → Performance Dashboard or Dashboard
- The dashboard will load with default settings
- Customize the view as needed
Dashboard Components
Key Performance Indicators (KPIs)
KPIs displayed on the dashboard include:
- Total Revenue: Current period revenue
- Total Expenses: Current period expenses
- Net Profit: Revenue minus expenses
- Profit Margin: Profit percentage
- Cash Balance: Current cash position
- Accounts Receivable: Outstanding receivables
- Accounts Payable: Outstanding payables
- Sales Growth: Percentage growth
- Customer Count: Active customers
- Inventory Value: Current stock value
Revenue Metrics
Revenue-related widgets include:
- Sales Trend Chart: Revenue over time
- Sales by Category: Revenue breakdown
- Top Customers: Highest revenue customers
- Top Products: Best-selling items
- Sales by Location: Branch-wise sales
- Payment Method Distribution: Payment type breakdown
Expense Metrics
Expense-related widgets include:
- Expense Trend Chart: Expenses over time
- Expense by Category: Category breakdown
- Top Expense Categories: Highest expense areas
- Expense vs Budget: Budget comparison
- Purchase Trends: Purchase patterns
Inventory Metrics
Inventory-related widgets include:
- Stock Value: Current inventory value
- Low Stock Alerts: Items below reorder level
- Stock Turnover: Inventory turnover rate
- Fast-moving Items: High sales velocity
- Slow-moving Items: Low sales velocity
Financial Health Metrics
Financial health indicators include:
- Cash Flow Chart: Cash inflows and outflows
- Profitability Trend: Profit over time
- Debt-to-Equity Ratio: Financial leverage
- Current Ratio: Liquidity indicator
- Working Capital: Current assets minus liabilities
Dashboard Customization
Widget Selection
Customize which widgets to display:
- Select relevant KPIs for your business
- Choose charts and graphs to display
- Add or remove widgets as needed
- Arrange widgets in preferred layout
- Save custom dashboard layouts
Date Range Selection
Select the period for dashboard data:
- Real-time: Current day data
- Today: Today's data
- This Week: Current week
- This Month: Current month
- This Quarter: Current quarter
- This Year: Current year
- Custom Range: Select specific dates
Filter Options
Apply filters to dashboard data:
- Location/Branch: Filter by location
- Customer: Filter by customer
- Product: Filter by product
- Category: Filter by category
- User: Filter by user/employee
Interactive Features
Drill-Down Capability
Interactive features include:
- Click on charts to see detailed data
- Drill down into specific metrics
- View underlying transactions
- Navigate to detailed reports
- Export specific widget data
Real-Time Updates
Dashboard updates include:
- Automatic refresh of data
- Real-time metric updates
- Live transaction feeds
- Instant chart updates
- Notification of significant changes
Dashboard Views
Executive Dashboard
High-level view for executives:
- Key financial metrics
- Overall business health
- Strategic KPIs
- Trend indicators
- Summary charts
Operational Dashboard
Detailed view for operations:
- Day-to-day metrics
- Operational KPIs
- Transaction details
- Process efficiency metrics
- Activity indicators
Financial Dashboard
Financial-focused view:
- Financial statements summary
- Cash flow indicators
- Profitability metrics
- Budget vs actual
- Financial ratios
Exporting Dashboard Data
Export Options
Export dashboard in various formats:
- PDF: Export entire dashboard as PDF
- Excel: Export widget data to Excel
- Image: Export charts as images
- Print: Print dashboard view
Export Process
- Configure dashboard view
- Click "Export" or "Download"
- Select export format
- Choose widgets to include
- Download the exported file
Sharing Dashboards
Share dashboards with stakeholders:
- Generate shareable dashboard links
- Export and email dashboard reports
- Schedule automatic dashboard emails
- Create dashboard snapshots
- Set up dashboard subscriptions
Best Practices
- Customize dashboard to show relevant KPIs
- Review dashboard regularly (daily, weekly)
- Set up alerts for critical metrics
- Use consistent date ranges for comparison
- Keep dashboard layout clean and organized
- Focus on actionable metrics
- Compare with targets and budgets
- Share dashboards with relevant stakeholders
- Update dashboard configuration as business needs change
Troubleshooting
Dashboard not loading:
- Check internet connection
- Refresh the page
- Clear browser cache
- Check browser compatibility
- Verify JavaScript is enabled
Data not updating:
- Check date range selection
- Verify filters are not too restrictive
- Refresh the dashboard manually
- Check for data entry delays
- Verify user permissions
Charts not displaying:
- Ensure sufficient data exists
- Check date range has data
- Verify filters allow data display
- Try refreshing the dashboard
- Check browser console for errors