AI Insights - [Dashboard]

AI Insights - [Dashboard]

1. System Admin Dashboard
2. KPI For Admin Users Only

System Admin Dashboard

• This UI will be used for Balance Credits Management.
• Only Admin users will be allowed to access the page.
• Index Page Columns

  Label Name	Property
  Group Code	DbGroupCode
  Actual Credits	MaxCredits
  Balance Credits	BalanceCredits
  Modify	Modify Button

• We will allow to modify BalanceCredits.
• When modified we will update both Actual and Balance Credits with the new BalanceCredits given by user.

Doubts

• Do we need to give UI to link DB and DbGroupCode.
• Balance Credit Min and Max range needs to be confirmed.
• Calculation for Actual Credits on modify needs to be discussed.
• This also will be allowed for Admin Users only right?

KPI Dashboard

• This dashboard is intended only for Admin users and provides high-level, real-time business insights across key ERP modules such as Invoicing and Orders etc.
• Filters

  Label Name	Property
  From Date	FromDate
  To Date	ToDate
  Document Type	DocType

1. Sales Orders

KPI Cards

1. Order Fulfillment Rate (%)
2. Pending Orders (%)
3. On-Time Delivery Rate (%)
4. Average Order Processing Time (Days)
5. Total Order Value
6. Delayed Orders (%)

Charts

1. Order Value Trend (Line) – Total value over time
2. On-Time vs Delayed Orders (Bar)
3. Pending vs Completed % (Donut)
4. Average Fulfillment Time Trend (Line)
5. Top Customers by Order Value (Bar)

2. Invoices

KPI Cards

1. Total Invoice Value
2. Paid Amount vs Outstanding Amount
3. Collection Efficiency (%) = Paid / Total
4. Overdue Invoices (%)
5. Average Days to Payment (DSO)

Charts

1. Revenue Trend (Line – Invoice Value)
2. Paid vs Unpaid vs Overdue (Stacked Bar)
3. Outstanding Aging (Bar: 0–30, 31–60, 61–90, 90+)
4. Customer-wise Outstanding (Bar)
5. Invoice Growth % (Line)

3. Bills

KPI Cards

1. Total Bill Value
2. Outstanding Payables
3. Bills Paid on Time (%)
4. Average Payment Delay (Days)
5. Monthly Expense Burn Rate

Charts

1. Expense Trend (Line)
2. Paid vs Due vs Overdue (Stacked Bar)
3. Vendor-wise Bill Value (Bar)
4. GST vs Non-GST Expense Split (Donut)

4. IIRS

KPI Cards

1. Total IIRS Value
2. Inward vs Outward Value

Charts

1. IIRS Value Trend (Line)
2. In vs Out Comparison (Bar)
3. Unit-wise IIRS (Bar)

5. Job Work

KPI Cards

1. Job Work Completion Rate (%)
2. Average Job Cycle Time
3. Pending Job Works (%)
4. In vs Out Value
5. Delay Rate (%)

Charts

1. Job Cycle Time Trend (Line)
2. In vs Out Job Work Value (Bar)
3. Pending vs Completed % (Donut)
4. Unit-wise Job Work Load (Bar)

6. GRN

KPI Cards

1. GRN Completion Rate (%)
2. Average GRN Processing Time
3. Pending GRNs (%)
4. Vendor Delivery Compliance (%)

Charts

1. GRN Processing Time Trend (Line)
2. Vendor-wise GRN Delays (Bar)
3. Pending vs Completed GRNs % (Donut)

7. Indents (View)

KPI Cards

1. Indent Approval Rate (%)
2. Average Approval Time
3. Pending Indents (%)
4. High-Value Indents

Charts

1. Indent Approval Time Trend (Line)
2. Approved vs Pending % (Donut)
3. Department-wise Indent Value (Bar)

8. Vouchers

KPI Cards

1. Total Cash Inflow
2. Total Cash Outflow
3. Net Cash Position
4. Receipt vs Payment Ratio

Charts

1. Cash Flow Trend (Line)
2. Receipt vs Payment (Stacked Bar)
3. Voucher Type Distribution by Value (Donut)
4. Daily Cash Movement (Line)

Doubt

• Will we use the Dashboard tables for it?
• Features, Filters, Cards and Charts pending to be confirmed.