Dashboards and the owner overview
You will be able to: Find a figure on Business Overview; Explain how the 0-100 business health score is built; Know what the Finance Dashboard checks for you.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
A report answers one question in detail. A dashboard answers many in outline. Both read the same books.
Business Overview
Business Overview brings together what used to be four screens: Owner Overview, Executive Dashboard, Business Insights and Key Reports. Pick the dates once at the top and every tab follows them. Each figure appears on one tab only, so you never read the same number twice.
- Today: sales today, documents posted today, the business health score, decisions waiting and the daily list of documents.
- Sales: the sales total, 12-month and daily charts, branches, top items and top customers.
- Cash and money owed: cash and bank, receivables, payables, cheques due, VAT payable and working capital.
- Stock: items below their reorder level. Profit: gross profit, expenses, net profit, the profit bridge and what earns and drains profit.
- More views: buttons to the fuller screen behind a tab, such as Sales Performance, Cash and Liquidity or Outstanding. Refresh reads everything again.
The health score
Owner Overview scores the business out of 100 from five measures with fixed weights. Each line shows its weight, the points earned and the reason in plain words. Open The rule under a line to read exactly how points are given.
| Measure | Weight | How full or no points are given (per Zeyto's help) |
|---|---|---|
| Sales momentum | 25 | Growth of 20% or more: full. No change: 60% of points. A fall of 30% or more: none |
| Gross margin | 20 | Up 2 points or more: full. Unchanged: 70%. Down 5 points or more: none |
| Cash cover | 20 | Three months of outgoings in cash and bank: full. Overdrawn: none |
| Receivables quality | 20 | 10% or less of receivables overdue: full. 50% or more: none |
| Stock health | 15 | 5% or less of stocked items at or below reorder level: full. 40% or more: none |
- A line marked Not available is left out of the score and the score is worked out from the rest. The text under the score says how many of the five counted. Zeyto never shows a missing figure as zero.
- Decisions to make today lists the five open exceptions with the most money at stake. It shows what the Exception Centre has already found.
- Owner Overview opens only for users who may see all branches and cost.
Other dashboards
- Sales Dashboard: revenue without VAT, gross profit and margin, trend, top items, customers and salesmen, and documents still open. It uses the same reports as the Reports menu, so figures agree.
- Finance Dashboard: cash, profit and loss, balance sheet, receivables, payables, post-dated cheques, the VAT position of one calendar month and a Books integrity check that debits equal credits. Its cash-flow check says OK or MISMATCH.
- Cash and Liquidity and Outstanding: fuller views offered under More views on the Cash and money owed tab.
Try it in the demo
- Open Business Overview from the sidebar. Set the dates once and click through the five tabs.
- On the Today tab, read the health score and the five lines. Open The rule for one line.
- Open Finance Dashboard and read the Books integrity panel and the VAT position note.
- Press More views on the Cash and money owed tab and see which screens are offered.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Business Overview has five tabs that share one date range; each figure appears once.
- The health score is five weighted measures: 25, 20, 20, 20 and 15.
- Not available is left out of the score, never counted as zero.
- The Finance Dashboard checks that debits equal credits and that the cash flow ties out.
Check yourself
3 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. How many weighted measures make up the business health score?
2. Which are measures in the business health score?
Select all that apply.