Executive dashboard
Sales, targets, stock, and collection in one view
MTD sales are below target mainly from Sibu and Bintulu. Collection is healthy, but 60+ day debtors and low-stock items need follow-up before month end.
Monthly trend
Sales vs target
SalesTarget
Branch sales
Performance
Sales reps
Target vs sales
Stock
Low stock watch
Collection
Outstanding aging
Debtors
Customers to chase
Products
Top contributors
Next priorities
What to add next
- Profit view by invoice, branch, salesperson, product group, and customer.
- Debtor drill-down with overdue days, last payment date, and collector owner.
- Inventory movement: fast moving, slow moving, dead stock, and reorder suggestions.
- Sales forecast based on run rate, open sales orders, and previous month pattern.
- Role access for boss, branch manager, sales rep, accounts, and warehouse.
AutoCount bridge
Data needed from office PC
- Invoice, credit note, payment, stock balance, item master, customer, salesperson, and branch tables.
- Targets by month for company, branch, salesperson, and product category.
- Scheduled sync log with success, failure, and last imported transaction date.