Overview Of Business AI Dashboard In Marg ERP Software

Process To View Business AI Dashboard In Marg ERP Software

Overview Of Business AI Dashboard In Marg ERP Software

In Marg ERP Software Business AI Dashboard provides a quick overview of sales, customers, billing, outstanding amounts, and business trends, helping users monitor performance and make informed decisions efficiently.

Process To View Business AI Dashboard In Marg ERP Software

• Click on 'Dashboard' button.

The Business AI Dashboard provides users with a comprehensive overview of their company’s financial and business performance through the following options:

Sales Summary

• Total Customers: Displays the total number of customers covered in the selected period.

• Total Sales: Shows the total sales amount generated during the selected period.

• Per Customer Sale: Displays the average sales value generated per customer.

• Per Bill Sale: Shows the average sales value per bill.

• Total Bills: Displays the total number of bills generated during the selected period.

• Avg. Qty Bill Wise: Shows the average quantity sold per bill.

• Avg. Items Bill Wise: Displays the average number of items included in each bill.

Customer Overview

• Active Customers: Shows the number of customers who are currently active.

• Inactive Customers: Displays customers who are currently inactive.

• New Customers: Shows the number of new customers added during the selected period.

• Repeat Customers: Displays customers who made repeat purchases.

• Avg. Days Since Last Purchase: Shows the average number of days since customers’ last purchase.

• Customer Retention Rate: Provides an overview of how effectively existing customers are retained.

Top Customers by Sales

• Top Customers by Sales: Displays customers who contributed the highest sales during the selected period, along with their sales amount and percentage contribution.

Sales Analysis

• Total Quantity: Shows the total quantity of products sold.

• Total Items: Displays the total number of different items included in sales.

• Average Items Per Bill: Shows the average number of items sold in each bill.

• Average Quantity Per Bill: Displays the average quantity sold per bill.

• Sales Trend Analysis: Helps track sales movement over the selected dates and identify changes in sales trends.

Outstanding Information

• Total O/S Amount: Displays the total outstanding amount receivable from customers.

• Overdue O/S Amount: Shows the amount that has crossed its due date.

• Current O/S Amount: Displays the currently outstanding amount.

• O/S Customers: Shows the number of customers having outstanding balances.

• Overdue Customers: Displays the number of customers with overdue amounts.

• % of Overdue: Shows the percentage of outstanding amount that is overdue.

Sales by Customer Type

• Displays sales distribution based on different customer types, such as Retailer, Distributor, Stockist, and Others.

Outstanding Aging Analysis

• Provides an age-wise breakdown of outstanding amounts, such as 0–30 Days, 31–60 Days, 61–90 Days, and Above 90 Days, helping users understand how long the amounts have been outstanding.

After following the above steps, the user can generate Business AI Dashboard in Marg ERP Software.