Controller Home - Dashboard Tab

The Dashboard tab on the Controller Home form lists links to forms and activities you need to do your job as a planner. The links are grouped into the following categories: Setup, General Ledger, Activities, Month/Year End Closing Process, and Reporting And Analysis.

My Stats

The My Stats area of this tab contains two links: Tasks and Inbox. You are redirected to the Tasks tab if you click any of the links. The Tasks tab shows tasks and inbox messages.

Charts

You can hover your mouse pointer over any of the columns to see the data value for that column.

Cash Balance: This chart shows the domestic balance for each bank code.

Days Sales Outstanding: This chart shows the average number of days to collect revenue after a sale has been made. A low DSO number means that it takes a company fewer days to collect its accounts receivable. A high DSO number shows that a company is selling its product to customers on credit and taking longer to collect money. The amounts are calculated using the following formula: [Accounts Receivable / Total Credit Sales] * Number of Days.

Key Today: This chart shows three different sets of data:

Booked: This shows the sum of all customer orders ordered or updated "today", converted to domestic currency.
Shipped: This shows the sum of all customer orders shipped "today", converted to domestic currency.
Invoiced: This shows the sum of everything invoiced "today", converted to domestic currency.

Cash Impact: This chart plots the running net change from the cash impact report based on the default options for the domestic currency.

Days Payable Outstanding: This chart shows the average payable period and is calculated using the following formula: [Accounts Payable / Total Vouchered Purchases] * Number of Days.