Dashboard Overview

The Dashboard in WP Ever Accounting serves as the central hub for monitoring your financial data and gaining insights into your business’s financial health. This interactive page provides an at-a-glance summary of key metrics, recent activities, and top-performing entities. Below is a detailed breakdown of each section of the dashboard.

Overview Section

The Overview section is located at the top of the dashboard and provides a visual representation of your financial data over time. It includes a graph and key performance metrics.

Dashboard

Graph

  • The graph visualizes your financial trends, including:
    • Incoming: Total income over time.
    • Outgoing: Total expenses or payments over time.
    • Profit: The difference between income and expenses.
  • The graph is segmented by months, offering a clear picture of financial growth or decline.

Key Metrics

  • Incoming: Displays the total income received.
  • Outgoing: Shows the total expenses or payments made.
  • Profit: Calculates the net profit (Income – Expenses).
  • Receivable: The total amount still owed by customers.
  • Payable: The total amount your business owes to vendors or suppliers.
  • Upcoming: Highlights upcoming receivables.

Recent Payments

This section displays a summary of the latest payments received.

  • Payment #: Unique identifier for the payment.
  • Date: Date the payment was received.
  • Amount: Amount of the payment.
  • View All: Click this link to see the complete list of payments.

Recent Expenses

This section lists the most recent expenses incurred.

  • Expense #: Unique identifier for the expense.
  • Date: Date the expense was recorded.
  • Amount: Total expense amount.
  • View All: Click this link to see the full list of expenses.

Recent Invoices

This section provides details of the latest invoices issued.

  • Invoice #: Unique identifier for the invoice.
  • Date: Date the invoice was issued.
  • Amount: Invoice total.
  • View All: Click this link to access the complete list of invoices.

Top Items

The Top Items section highlights the best-selling products or services.

  • Item: Name of the product or service.
  • Total Sales: Total revenue generated by the item.

Top Customers

This section lists your most valuable customers based on the total amount they’ve spent.

  • Customer: Name of the customer.
  • Amount: Total amount spent by the customer.

Top Vendors

The Top Vendors section highlights your key suppliers based on their total payments.

  • Vendor: Name of the vendor.
  • Amount: Total amount paid to the vendor.

How to Use the Dashboard Effectively

  • Monitor Trends: Use the graph to track financial trends over time and identify patterns in income, expenses, and profit.
  • Review Key Metrics: Keep an eye on receivables and payables to manage cash flow effectively.
  • Analyze Recent Activity: Check the Recent Payments, Expenses, and Invoices sections for up-to-date information on financial transactions.
  • Identify Opportunities: Use the Top Items, Customers, and Vendors sections to identify best-performing products, loyal customers, and reliable suppliers.