Marlin Tyre and Mechanical Workshop Software's Business Activity Dashboard shows sales and purchases statistics for selected dates.
It also shows breakdowns of month to date totals, where appropriate.
The Business Activity Dashboard can be accessed by selecting Reports > Business Activity Dashboard from the menu bar.
This browser-supported feature is not currently available on MacOS or other operating systems.
Business Activity Report
Reports > Business Activity Dashboard
The Business Activity Dashboard shows statistics for a selected date.
To view business activity statistics for a selected date:
- Select the Branch and Date using the drop-downs in the top-left corner
- Click Submit to update the dashboard
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The Sales section shows:
- Total Sales: Total inc-tax value of customer credits that were created
- Average Invoice Value: Average value of invoices that have been created (inc-tax)
- Invoice Count: Gross total number of customer invoices that were created
- Gross Profit: Total GP of invoices for the date range and branch. Should be comparable total seen in the statistics explorer
- GPM%: Overall GP margin for invoices for the date range and branch. Should be comparable to value seen in the statistics explorer
- Gross Profit Margin Exemptions: Total number of items that have been sold under the CustomerOrder.MinimumGPMPercent
- Bookings Count: Number of active bookings
- Credits: Total inc-tax value of customer credits that were created
- AR Payments Received: Total value of customer payments that have been entered from the specified branch, does not matter where the invoices were allocated to
The Purchases section shows:
- Inventory Received: Total ex-tax value of stocked items that were received on supplier orders
- Receiving Adjustments: Total ex-tax value of stocked items that have a Receive Adjusted transaction completed from the supplier order
- Expenses: Total ex-tax value of non-stocked items have been received and returned AND ex-tax value of accounts lines that have been invoiced and credited
- Invoice Count: Gross total number of supplier invoices that were created
- AP Payments Made: Total value of supplier payments that have been entered from the specified branch, does not matter what invoices that payment was allocated to
- Requests for Credit: Total ex-value of stocked items that were returned on a supplier credit.
Business Activity Sections
Reports > Business Activity Dashboard
Descriptions of each section in Business Activity Dashboard can be shown by hovering the mouse over the ? icon beside each section heading.
Descriptions for each section in the Business Activity Dashboard can also be viewed by clicking on the Legends button in the top-right corner.
