Overview & reports
Directors open one screen and see today's revenue, inventory, receivables and headcount — no waiting for departments to send Excel files at month-end.
Why businesses choose this module
Is your business facing these problems?
- The director has to call each department to ask for daily figures
- Month-end reports compiled by hand in Excel, slow and error-prone
- Sales, warehouse and accounting numbers don't match
- You have KPIs but can't trace a number back to which order or voucher
What's in the module
On the admin web and the 1ERP app, sharing one set of data.
Operations dashboard
- Revenue, gross profit, inventory, receivables and payables
- Period comparison: this month / last month, same period last year
- Threshold alerts: low stock, overdue receivables/payables
- Filter by branch, warehouse, sales channel, time range
Business reports
- Sales, inventory, finance and HR reports on the same data
- Save report templates to reuse weekly
- Export PDF, Excel for executive meetings
- Send reports by email on a schedule
Reports by module
- Production, accommodation, HR KPI reports
- Advertising, SEO and Marketing performance
- AI chat, printing, game show statistics
- Click a figure to open the source document
Sample workflow
- Lock readingsChoose 5–10 priority metrics for directors, sales, warehouse and accounting.
- Link data sourceThe dashboard pulls figures from enabled modules, no re-entry.
- View permissionsBranches see only their own figures; headquarters sees the combined totals.
- Use in meetingsOpen the dashboard instead of slides; fine-tuned based on feedback in the first 2 weeks.
Who can do what
Each action is its own permission, toggled per group in Settings › Permission groups.
Director
- View the whole company overview
- View business reports
Department / branch manager
- View the dashboard within your assigned scope
- View reports for the modules you manage
Employee
- Can't see overall figures (permission off)
- View personal figures in the app only
Working in the 1ERP app
- View metrics and charts by workspace (director, branch manager)
- Click a figure to open order details, inventory, debts
- Get notified when a metric exceeds its threshold
Connect other modules
- Sales & POS — revenue, orders by channel
- Warehouse & shipping — inventory, stock in/out
- Finance & accounting — income and expenses, payables, cash flow
- Human resources (HRM) — timekeeping, payroll, KPIs
Related channels & services
Export Excel / PDF
All reports can be exported to files to send to partners, banks and auditors.
Scheduled email
Reports sent automatically to the executive inbox every Monday morning.
Power BI / Looker (optional)
Sync data via API when the business already has its own BI system.
Frequently asked questions
Do I need an IT team to build reports?
No. Business users save their own report templates; only very specialized reports need deployment team support.
Can a branch manager see other branches' figures?
No, unless granted permission. Data is filtered by permission scope.
How long until I can use it?
A basic dashboard usually runs after 3–7 days, once sales and inventory have data.
Is this module included in every SaaS plan?
Yes. Every SaaS plan includes all modules — they differ in number of users, storage and server resources. Our consulting team helps you enable priority modules along a roadmap. See price list and implementation roadmap.