Dashboards

Zhmara X has an overview dashboard for the whole company and one dashboard for each module. Open them from Dashboard in the left menu, from the home page tiles, or from the tabs under the title of any dashboard. You only see the dashboards that are in your plan and allowed by your role.

Every dashboard covers the current financial year (or the last 12 months if the financial year can't be read). Balances such as cash, bank, receivables and payables are as of today. All amounts are in the base currency; a document in another currency also shows its own amount under the base value.

Financial Dashboard (overview)

Dashboard › Financial Dashboard shows the company at a glance:

• Liquidity (cash and bank today), Total Receivables and Total Payables with the overdue part, and the Net Profit of the financial year. Each card opens the matching module dashboard.
• Income and expenses by month: income and expense columns with the net profit line.
• Open balances: one bar for receivables and one for payables, split into not due and overdue.
• Plan usage: how many projects, items, customers, invoices, suppliers, bills, expenses and manual journals you have against your plan's limits.

Sales Dashboard

Needs the Sales permission.

• Sales this financial year with the gross profit, total receivables, and customers and invoices against your plan.
• Income and Cost of Goods Sold per month, with the gross profit line.
• Receivables Aging pie: the unpaid balance of open invoices by days past the due date (not due, 1-30, 31-60, 61-90 and over 90 days), with the amount and share of each age.
• Invoices by status pie: this year's invoices split into Paid, Partially Paid, Unpaid and Overdue (Draft invoices are left out).
• Top Customers by unpaid balance, and the latest invoices, credit notes and receipts.

Purchase Dashboard

Needs the Purchase permission. The same layout for suppliers: purchases this year, total payables, Purchases by month (bill amount and what is still unpaid), the Payables Aging pie, Bills by status pie, Top Suppliers, and the latest bills, debit notes and payments made.

Expenses Dashboard

Needs the Expense permission.

• Expenses this financial year with the average per month, unpaid expenses, the largest expense account, and expenses against your plan.
• Expenses by account pie: every expense account of the year with its amount and share. Cost of Goods Sold is not included here; it is on the Sales and Accounting dashboards.
• Expenses by month with the average line.

Accounting Dashboard

Needs the Journal permission (the same as Profit and Loss).

• Income, expenses, net profit with the profit margin, and manual journals against your plan.
• Income and expenses by month and an Income by account pie.
• Profit this financial year: income, Cost of Goods Sold, gross profit, other expenses and net profit.
• Cash flow this financial year: net cash from operating, investing and financing activities. See Cash flow statement.
• Budget Usage per project for the year's approved budgets, if budgets are in your plan and you have the Budget permission. See Budgets.

Cash & Bank Dashboard

Needs the Cash Book permission, the Bank Accounts permission, or both; each part shows only what you are allowed to see.

• Liquidity, cash (with today's money in and out), bank, and this month's cash in and out.
• Liquidity by account pie (accounts with a negative balance are not in the chart) and Liquidity by currency pie: the base-currency value of each currency you hold.
• Cash Position and Bank Balances for every account, with a foreign account's balance in its own currency underneath.

Fixed Assets Dashboard

Needs the Fixed Assets permission.

• Number of assets and their cost, book value and accumulated depreciation, depreciation this year, and unpaid asset bills.
• Book value by category pie and Cost of assets pie (book value against accumulated depreciation).

Tips

• Charts show a tooltip with the exact amount when you point at them.
• View All on a card opens the report behind it.
• If a pie says No data, there is nothing to show for the year yet (for example no open invoices for the aging pie).