Understanding the ERP dashboard

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

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

Quick actions

The buttons across the top start the jobs you do most: New sale, New purchase, Receive payment, Journal voucher and Day-end.

Summary cards

Card What it shows
Sales today Today’s sales and number of bills, compared with yesterday
This month Sales and bills for the month so far
Month profit Profit and margin for the month, with today’s profit
Cash in hand Cash balance, with money in and out today
Customers owe Total receivable from customers
You owe Total payable to suppliers

Sales chart

The chart shows sales and gross profit for the last 30 days, with the total and the best day.

Needs attention

The panel on the right lists what you should act on: a missing backup folder, days whose cash has not been closed, items below their low-stock level and batches that have expired or are about to.

Dashboards for different businesses

In Settings > Dashboard you can choose a layout that suits your trade: General store, Wholesale & distribution, Mobile phone shop, Pharmacy or Production. Each user can also choose which blocks appear and in which order.