How to Use the Company Dashboard in Onsite

How to read the Company Dashboard — project status overview, sales and expense graphs, payment summary, expense type breakdown, and the project-wise summary table.

Accessing the Dashboard

Click Dashboard in the left sidebar. This is the company-level view showing data across all projects.

Filters

At the top of Company Analytics:

Filter	What It Does
Project Name	Filter all charts and tables to a specific project (default: All projects)
Date	Set the date range for all data (default: last 6 months)

Project Status Summary

Three cards at the top show a live count of projects by status:

Card	What It Shows
Not Started Projects	Projects with status Not Started
On Hold Projects	Projects currently paused
Ongoing Projects	Projects actively in progress

Sales, Expense, and Margin Graphs

Three charts showing monthly trends:

Chart	What It Shows
Sales	Monthly sales invoices raised to clients — bar chart by month
Expense	Monthly expenses across all projects — bar chart by month
Margin Graph	Monthly margin (Sales minus Expense)

Below the charts:

Metric	What It Shows
Total Sales	Sum of all sales in the selected date range
Total Expense	Sum of all expenses in the selected date range
Total Margin	Total Sales minus Total Expense

Payments Section

Shows cash flow across the selected period:

Metric	What It Shows
Payment In	Total payments received from clients
Payment Out	Total payments made to vendors and parties
Cash Balance	Payment In minus Payment Out

The Payments graph shows monthly Payment In and Payment Out as a bar chart.

The Expense Type donut chart breaks total expenses down by category: Debit Note, Material Expense, Other Expense, Salary Expense, Site Expense, and additional categories.

Project-wise Summary

Scroll below the graphs to reach the Project-wise Summary.

Status filter options: Ongoing, Not Started, On Hold, Completed.

Summary cards across all filtered projects:

Card	What It Shows
Advance Paid	Total advances paid out to vendors and subcontractors
To Pay	Total outstanding amount to be paid
To Receive	Total outstanding amount to be received from clients
Advance Received	Total advances received from clients

A pie chart visualises the proportion of To Pay, To Receive, Advance Paid, and Advance Received.

Project table — one row per project:

Column	What It Shows
S.No	Serial number
Project Name	Name of the project
City	Project location
Start Date / End Date	Project dates
Progress	Task completion percentage
Project Value	Total contract value
Budget Remaining	Project Value minus Total Expense
Total Expense	All expenses charged to this project
Total Sales	All sales invoices raised on this project

Tips

• Change the date range to compare different periods (e.g. this financial year vs last financial year).
• Filter by Project to see analytics for a single project across all graphs at once.
• A negative Cash Balance means Payment Out exceeds Payment In — check which projects are drawing cash.
• A negative Budget Remaining means expenses have exceeded the Project Value — flag this to the project team immediately.
• The Project-wise Summary status filter defaults to Ongoing. Switch to All to see the full picture including completed projects.

If Something Goes Wrong

Problem	Likely Cause	What to Do
Dashboard showing no data	Date range excludes your data	Adjust the date filter to a wider range
Project not appearing in Project-wise Summary	Status filter excludes it	Change the Status filter to match the project’s current status
Sales or Expense graph appears empty	No transactions in the selected period	Check the date range or confirm transactions exist in the Transaction tab
Cash Balance looks incorrect	Payment or sales entries missing	Review recent transactions in the Finance tab