The Capewell Finance & HR Dashboard will give you a snap shot of your business at any time.

You can access it from the Dashboard link in the main menu or just click the logo when you’re on any page.

The Graphs

The Dashboard shows three graphs across the top to Admin Users Only. These graphs display Total Sales for the last six months, Total Expenses for the last 6 months and Profit & Loss for the last 6 months.

The Item & Action Reminder Panels

The left panel below the graphs shows any items or actions that are due in the next 7 days and the right hand panel shows all overdue items and actions.

You can use the filter box at the top right hand corner of each panel to filter between the different items.

The reminders displayed include Overdue Sales Invoices, Overdue Purchase Invoices, Staff Holiday Approvals, Staff Reviews, Customer Actions & Supplier Actions.