Dashboard Overview
Most pages allow you to view data by entity, region, category, financial year and month, branch, payer, or insurance.
Pages | Story |
|---|---|
Summary for Management | Provides a high-level overview of overall business performance, key metrics, and trends for quick insights. |
Open Bills Ageing - Region | Shows the ageing analysis of open bills segmented by different regions, helping identify areas with outstanding dues and includes a payer-wise drill-down under every region. |
Open Receipts Ageing - Region | Displays the ageing analysis of open receipts by region, highlighting regions with ON Account receipts and includes a payer-wise drill-down under every region. |
DSO | Presents Days Sales Outstanding (DSO) analysis by quarter, offering insights into the efficiency of revenue collection over time. |
Summary for Operations | Offers a detailed overview of overall business performance, including TDS and disallowance and trends for quick insights. Additionally, this page includes a toggle for previous year business details. |
Revenue | Breaks down revenue figures across various dimensions such as region, category, and payer and also includes open bills segmented by region and payer. |
Collection | Details the collection performance, showing the total amount collected and where the collection amount is tagged region wise |
Open Bills Ageing - Payer | Provides an ageing analysis of open bills categorized by payer, identifying payers with overdue bills and includes a region-wise drill-down under all payer. |
Open Receipts Ageing - Insurance | Displays the ageing analysis of open receipts segmented by insurance providers, highlighting the ON Account in bank and includes a region-wise drill-down under all payer. |
TDS | Presents the Tax Deducted at Source (TDS) details, showing deductions across different payers over a periods. |
Disallowance | Lists any disallowed amounts from bills, providing reasons and categories for disallowance. |
Bills Settled | Shows details of bills that have been settled in an average days payer-wise with amount, then contains payer-wise unsettled bills. |
Over All Business | Offers a holistic view of the entire business performance across all key metrics and dimensions. |
M&A | Analyzes the performance of mergers and acquisitions, showing their impact on overall business performance. |
Matching Analysis | Provides insights into the matching of payments against invoices, helping to identify and resolve discrepancies. |