Updated on 2/16/2017
Management Portal Publication
Management Portal- User Guide
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Drill Down, Analytics and Dashboards Portal ( DAD Portal)


Drilldown, Analytics and Dashboard provide a 360-degree view of business data and accessibility of real-time information from anywhere, from any smart device over the internet.

Drilldown: As the name implies the Drilldown gives the hierarchical structured data. You can drill down from Accounts Summary to the Transaction Report.

The sub menu under the Drilldown are Company Snapshots, Current Account balances, Account balances by Month,  Account balances by Year.

Company Snapshot

The company Snapshot gives the overall details of the company such as the Transaction details, Revenue based on various Transactions, Income, overall Sales, Purchases, Open Tasks, Top Products, Top Customers, Top Sales Representative, Top Suppliers, Stock Aging, Pipeline by Sales Rep, Sales Pipeline by stages.

Current A/C balances

It gives the details of the accounts for previous and current month and also year-to-date.

A/C balances by month

It gives the Account details for each month for the year selected from the drop down.

A/C balances by Year

It gives the account details for each year.

Drilldown Levels: Take the example of Current A/c balances. Below is the first level of data. This shows the details of the Parent Account.

When you click on the amount in any of the fields, the hyperlink takes you to the next level data. It displays the data of the Sub-Account.

When you click on the amount, the hyperlink takes you to the Transaction listing page.

When you click on the Transaction number, it displays the Report of the particular Transaction.

Analytics: Analytics helps the organizations to analyse their business structure and helps in strategizing the business ideas with the data and the company insights provided in the module.

The sub menu under the Analytics are Financials, Overdues, Toppers, Transactions, Financial Ratios, YOY Performance.


This section gives the Financial details of the company in terms of Sales, Cost of goods, Gross profit etc. for each year.


This section gives the details about the Receivables Aging, Payables Aging and Top Overdues by Customers and Suppliers.


This section gives the details about the Top Customers, Top Products, Top Suppliers and Top Sales Rep.


This section gives the details about the various Transactions pertaining to Sales and Purchases for different periods.

Financial Ratios

This section has 2 tabs - Ratio and Data. The Ratio tab displays the Financial Ratios for the selected year and the Data tab gives the details  based on which the Ratios are derived.


YOY Performance

This section gives the details about the Year on Year Performance based on various Financial analysis. This section has 2 tabs - Ratio and Data. The Ratio tab displays the Financial Ratios for each year and the Data tab gives the details based on which the Ratios are derived.


Profitability Ratios

Gross Profit Margin  󠄀

Gross profit margin is a key financial indicator used to assess the profitability of a company's core activity, excluding fixed cost.

It is a measurement of how much from each dollar of a company's revenue is available to cover overhead, other expenses and profits.

High gross profit margin indicates that the company can make a reasonable profit, as long as it keeps the overhead cost in control. Low gross profit margin indicates that the business is unable to control its production cost.

More efficient firms will usually see a higher margin. Also, it provides clues about company's pricing, cost structure and production efficiency. Therefore, gross profit margin can be used to compare company's activity over time.

For most of the business's, gross profit margin is affected by seasonality. Generally, in the good months, this margin is higher than in the slower months, when the company may use sales and other marketing tools to attract more customers.

Gross profit margin should be analyzed along with operating margin, which assess the profitability after including fixed cost and net profit margin, which assess the profitability after including fixed cost, interest expenses and taxes.

Gross profit margin is simply gross income (revenue less cost of goods sold) divided by net revenue. The ratio reflects pricing decisions and product costs. The 50% gross margin for the company in our example shows that 50% of revenues generated by the firm are used to pay for the cost of goods sold.

Operating Profit Margin 󠄀

High or increasing operating margin is preferred because if the operating margin is increasing, the company is earning more per dollar of sales. Operating margin examines the relationship between sales and management-controlled costs. Increasing operating margin is generally seen as a good sign, but investors should simply be looking for strong, consistent operating margins.

Operating margin or operating profit margin measures what proportion of a company's revenue is left over, after deducting direct costs and overhead and before taxes and other indirect costs such as interest.  Operating expenses include costs such as administrative overhead and other costs that cannot be attributed to single product units.

Operating margin is used to measure company's pricing strategy and operating efficiency. It gives an idea of how much a company makes (before interest and taxes) on each dollar of sales. Operating margin ratio shows whether the fixed costs are too high for the production or sales volume.

Operating margin shows the profitability of sales resulting from regular business. Operating income results from ordinary business operations and excludes other revenue or losses, extraordinary items, interest on long term liabilities and income taxes.

Net Profit Margin

Net profit margin is a key financial indicator used to assess the profitability of a company. It measures a firm’s ability to translate sales into earnings for shareholders. Once again, investors should look for companies with strong and consistent net profit margins.

Net profit margin measures how much of each dollar earned by the company is translated into profits. A low profit margin indicates a low margin of safety: higher risk that a decline in sales will erase profits and result in a net loss. For example, the net profit margin of 8.3% suggests that for every $1 of revenue generated by the firm, $0.083 is created for the shareholders.

Net profit margin provides clues to the company's pricing policies, cost structure and production efficiency. Different strategies and product mix cause the net profit margin to vary among different companies. Net profit margin is an indicator of how efficient a company is and how well it controls its costs. The higher the margin is, the more effective the company is in converting revenue into actual profit.

Return on Assets (ROA)

Return on Assets ratio gives an idea of how efficient management is at using its assets to generate profit.

A high ratio means that the company is able to efficiently generate earnings using its assets. As a variation, some analysts like to calculate return on assets from pretax and pre-interest earnings using EBIT divided by total assets.

For Example  ROA of 5.6%, indicating that for every $1 of company assets, the firm is generating $0.056 in net income.

Return on Assets (ROA) is an indicator of how profitable company's assets are in generating profit. The only common rule is that the higher return on assets is, the better, because the company is earning more money on its assets.  A low return on assets compared with the industry average indicates inefficient use of company's assets.

Return on Equity (ROE)

Return on Equity (ROE) is an indicator of company's profitability by measuring how much profit the company generates with the money invested by common stock owners. Return on Equity is also known as Return on Net Worth. Return on Equity shows how many dollars of earnings result from each dollar of equity.

While return on assets measures net income, which is return to equity holders, against total assets, which can be financed by debt and equity, return on equity measures net income less preferred dividends against total stockholder’s equity. This ratio measures the level of income attributed to shareholders against the investment that shareholders put into the firm. It takes into account the amount of debt, or financial leverage, a firm uses. Financial leverage magnifies the impact of earnings on ROE in both good and bad years. If there are large discrepancies between the return on assets and return on equity, the firm may be incorporating a large amount of debt.

For example of 20% ROE suggests that for every $1 in shareholder’s equity, the firm is generating $0.20 in net income.

Net income is considered for the full fiscal year after taxes and preferred stock dividends but before common stock dividends. Shareholders' Equity does not include preferred stocks and is used as an annual average.

Return on Equity varies substantially across different industries. Therefore, it is recommended to compare return on equity against company's previous values or return of a similar company.

Dashboards: Dashboards allow the company head to monitor the contribution of the various departments in their organization. To gauge exactly how well an organization is performing. It gives the overall report of the company's operations and helps in critical decision making.

The sub menu under the Dashboards are CRM, Sales, Retail POS, Ecommerce, Inventory, Purchases, Warehouse, Production, Finance, Accounting and Operations. All these dashboards has the Infolets, which gives the high level information under the respective menus. Additionally the CRM Dashboard has one more tab ‘ Pipeline’ which displays the Pipeline by Stages, Pipeline by Grade and Pipeline by Sales person.

All Reports

This section contains the list of the Reports under all the modules. On clicking the particular report from the list, the Report can be viewed.