# Glossary Portal Dashboard Reports

Updated: 7/8/2020, 5:59:18 PM
Created: 7/8/2020, 5:59:18 PM
Last Updated By: Ryan Medina
Read Time: 3 minute(s)

# High level dashboard summarizing Sales, Gross Profit, Margin, AR, and AP

  • Month to Date and Year to Date numbers
  • AR Balance amounts and percentages for the aging periods of current, 1-30, 31-60, 61-90, and 90+
  • AP Balance amounts for the aging periods of current, 1-30, 31-60, 61-90, and 90+
  • Drilldown functionality to see detail for Sales, Gross Profit, Margin, and aging for AR and AP

# Sales, Gross Profit, and Margin Reports:

# MTD Sales

  • Bar chart showing daily activity broken out by Sales and GP

# YTD Sales

  • Bar chart showing each month of the current year broken out by Sales and GP

# Year to Year Sales and GP

  • Bar chart showing Sales and GP for each of the past few years

# Year to Year Sales by Month

  • Bar chart showing Sales by month, comparing each of the past few years.

# Year to Year GP by Month

  • Bar chart showing GP by month, comparing each of the past few years.

# MTD Sales by Salesman

  • Bar chart showing Month to Date Sales and GP broken out by Salesperson.

# YTD Sales by Salesman

  • Bar chart showing Year to Date Sales and GP broken out by Salesperson.

# Year to Year Sales by Salesman

  • Bar chart showing Year to Year Sales broken out by Salesperson

# Year to Year GP by Salesman

  • Bar chart showing Year to Year GP broken out by Salesperson

# MTD Sales by Branch

  • Bar chart showing Month to Date Sales and GP broken out by Branch.

# YTD Sales by Branch

  • Bar chart showing Year to Date Sales and GP broken out by Branch.

# Year to Year Sales by Branch

  • Bar chart showing Year to Year Sales broken out by Branch.

# Year to Year GP by Branch

  • Bar chart showing Year to Year GP broken out by Branch.

# MTD Sales by Region

  • Bar chart showing Month to Date Sales and GP broken out by Region.

# YTD Sales by Region

  • Bar chart showing Year to Date Sales and GP broken out by Region.

# Year to Year Sales by Region

  • Bar chart showing Year to Year Sales broken out by Region.

# Year to Year GP by Region

  • Bar chart showing Year to Year GP broken out by Region.

# AR Reports

# Current AR Aging

  • Pie chart breaking out all receivables broken out by current, 0-30, 31-60, 61-90, and 90+

# Average AR Aging Days by Year

  • Bar chart comparing the average days to pay for the past few years.
    • Drill down on a year to see a pie chart showing the AR aging for the year broken out by 0-30, 31-60, 61-90, and 90+.

# Average Days to Pay Last 12 Months

  • Bar chart comparing the average days to pay, by month, for the past 12 months.

# Average Days by Month YYYY

  • Bar chart comparing the average days to pay for each month in year YYYY. This option will appear for the past few years with YYYY showing the year.

# Customers Needing Aging Attention

  • Table report showing the categories of:
    • 50 Customers with the most amount owed
    • 50 Customers with the most days aged.
    • 50 Customers aged over 30 days where their average aging over the past 60 days is longer than it has been over the past 1000 days.

# AP Reports

# Current AP Aging

  • Pie chart breaking out all payables broken out by current, 0-30, 31-60, 61-90, and 90+