Understanding the ERP dashboard

A tour of the Pakrox ERP owner dashboard and what each number means.

The Dashboard is the first screen in Pakrox ERP. It shows how your business is doing at a glance.

Choose a date range

Use the tabs at the top to change the period: Today, Yesterday, 7 Days, 30 Days, This Month, All Time or Custom. Every number on the dashboard updates for the selected period.

Summary cards

Card What it shows
Total Sales Sales for the period and number of orders
Returns & Discounts Value of returns and discounts given
Net Profit Profit after costs, with gross and net margin
Total Orders Orders split into cash, card, credit and split payments

Detailed breakdowns

  • Total Sales — cash sales, card sales, credit (udhaar), split payments and discount given.
  • Returns — return orders, sales orders, return rate and net amount after returns.
  • Cost & Expenses — cost of items sold (COGS), operating expenses, purchases received and expense entries.
  • Net Profit — net sales, minus cost of goods sold, gives gross margin; minus operating expenses gives net profit.

Business totals

The bottom row shows inventory value, customer receivables, supplier payables, and the total number of products, customers and suppliers.

Revenue & profit trend

The chart at the bottom shows revenue and profit over time. Switch between Revenue Only and Both.