Difference between revisions of "Module easy dashboard"

From Dolibarr ERP CRM Wiki
Jump to navigation Jump to search
(Ajout détails chapitre "how it works")
Line 34: Line 34:
 
[[File:Screenshot info en.png|alt=|border|thumb|center|400x400px]]
 
[[File:Screenshot info en.png|alt=|border|thumb|center|400x400px]]
  
 +
= How it works =
 +
 +
=== Turnover ===
 +
The turnover is calculated as the sum of the customer invoices of the period. If an invoice is paid or not does not change how it calculate it.
 +
 +
The graph shows the sum of turnovers (blue line) and the turnover month by month (blue bar)
 +
 +
=== Spending ===
 +
Depending on the projects linked with the spending, it is possible to separate fixed costs and variable costs. You will choose between fixed costs and variables costs on the module setup costs (see chapter "SETUP").
 
<br />
 
<br />
 
  This module '''does not''' considere : Donations and multicurrency
 
  This module '''does not''' considere : Donations and multicurrency
 +
 +
This module '''work''' with the multi company module.
 +
 
=Install=
 
=Install=
 
{{InstallModuleDoliStoreEn|keyword=Easy_Dashboard}}
 
{{InstallModuleDoliStoreEn|keyword=Easy_Dashboard}}

Revision as of 11:12, 9 November 2019


Return to developer
documentation index

File Doc dev.png

Return to user
documentation index

File Doc user.png

Informations

Module name Easy Dashboard
Editor / Editeur Florian DUFOURG - demo
Download or buy page / Page achat ou téléchargement www.dolistore.com
Status / Statut / Estado Stable
Prerequisites / Prérequis Dolibarr min version 10.0.0   
Last update date / Date mise à jour fiche / Fecha última actualización 2019-11-9
Note / Nota

Features

This module is a simple dashboard that shows some of the most importante informations to manage your business (turnover, expenses, fixed costs, variable costs and profit).

2 graphs show the most important customers (depending of the turnover) and the most important costs.

The end of the dashboard shows important informations of the company (total turnover, categories of costs, current orders...)

How it works

Turnover

The turnover is calculated as the sum of the customer invoices of the period. If an invoice is paid or not does not change how it calculate it.

The graph shows the sum of turnovers (blue line) and the turnover month by month (blue bar)

Spending

Depending on the projects linked with the spending, it is possible to separate fixed costs and variable costs. You will choose between fixed costs and variables costs on the module setup costs (see chapter "SETUP").

This module does not considere : Donations and multicurrency
This module work with the multi company module.

Install

  • Download archive file of module (.zip file) from web site www.dolistore.com or from any other source.
  • Install module into the custom folder of Dolibarr:
    • Go to Home - Setup - Modules - Deploy/install external app/module
    • Upload the file. Note: If it fails, you can manually unzip the file into the custom directory from command line: Go into the *custom* directory and uncompress file with command
unzip modulefile.zip
  • Module is ready to be activated and used.

Setup

To use this module, you must first enable it using an administrator account, via the menu option "Home - Setup - Modules".

Choose the tab where the module is listed. Then click on "Activate".

The module is now activated.

If an icon appears at end of the line for the module, click on it to access the setup page specific to the module.

Module Configuration

Configure the module : Before to use the dashboard you should setup the module on the module setup page. There is 2 modes named simple display and advanced display. The simple display mode does not make difference between Fixed costs and variable costs. The module considere to be a fixed cost all the costs (vendor invoices, salaries, tax and loans) that do not have a project. You can also define a specific project for all the fixed costs on the setup page of the module.

Menu

You can see this module in the left menu of the home top menu.