Dashboards offer a quick look into the performance of your business with various key performance indicators. In Zakya, some of the areas you can monitor are sales activity, top selling items, purchase and sales order details, and inventory. Dashboards are the first thing that you see after logging in to Zakya, so all the important insights that are required to plan your sales strategies can be viewed at the start of your day.
Why should you pay attention to dashboards?
Complete Visibility
In an automobile, the dashboard lets you monitor the speed at which you are travelling, fuel levels, the temperature of the engine, and so on. It also displays various warnings when you need to check the engine or the anti-lock braking system. These metrics are crucial to determining how your vehicle is functioning in real time.
Likewise, every business consists of numerous processes, from sending purchase orders to vendors and procuring items to stocking up your stores and shipping items to customers. So before you start your day, a quick overview on the performance of your business can be very helpful.
Saves Time
Without Dashboards, identifying key metrics is a complex task. For example, to identify the Top Selling Item, you need to refer back to all of your sales orders, find the quantity of an item sold, and then rank them. It changes every day, every minute, and tracking this manually takes a lot of time and reduces your team's capacity to handle more complex problems or come up with more innovative ideas for expansion.
Since all the key metrics necessary for your business are available on Zakya's Dashboards, a quick look at them will give you a complete picture of how your business is performing.
Dashboards in Zakya
Sales Activity
This dashboard displays the following:
- To be packed: The total number of items from the sales order that need to be packed.
- To be shipped: The total number of packages that need to be shipped.
- To be delivered: The total number of packages that are shipped and have yet to be delivered to the customer.
You can also click any of the values in the dashboard to view the underlying data.
Inventory Summary
This dashboard displays the following:
- Quantity in Hand: The total quantity of all the items that you have will be displayed here. You can click the value to view a report that summarizes your inventory.
- Quantity to be Received: The total quantity of items that have yet to be received from the vendor. You can click the value to view the 'Purchased Goods to be Received' report.
Product Details
This dashboard displays the following:
- Low Stock Items: The total number of items whose quantity has fallen below the reorder point. You can click the value to view all low stock items.
- All Item Groups: The total number of item groups present in Zakya. You can click the value to view all the item groups.
- All Items: The total number of items present in Zakya. You can click the value to open the Items module.
- Active Items: The percentage of items that are available for customers to purchase.
Top Selling Item
The top six bestselling items in a chosen time frame are listed on this dashboard. You can click the value to view more information about the item. The time frame in which the top selling item should be determined can be specified from the drop-down list. You can select custom if you would like to specify your own date range.
Purchase Order
The total quantity of items ordered and the cost for a specific time frame can be viewed in this dashboard. You can select custom if you would like to specify your own date range.
Sales Order
The total number of sales orders generated across various channels, such as the Zakya Windows and mobile applications and Zoho Commerce integration, along with their status can be viewed here. The time period can also be modified based on your requirements.
Sales Order Summary
The total amount generated from the sales orders that were created across various channels can be seen here. This dashboard helps identify the sales channel that customers preferred and the one that yielded more revenue. The time period can also be modified based on your requirements.
