[MODULE 15]

Dashboards and reports

Decide on numbers, not on instinct, in a few minutes a week.

6 lessons≈ 40 minDiscoveryEssential
Start the moduleAsk the assistant
The module video is being produced

What you gain

The essentials at a glanceSales, payments received, receivables and stock on the dashboard.
Reports without a spreadsheetReports generated and sent automatically.
Compare to decideBy period, by shop, by product, by salesperson.

The lessons

  1. 1Understanding the dashboardYou can read each block of the dashboard and know what it asks you to do.Discovery6 min
  2. 2Analyze sales, expenses and productsYou know what makes you money, by product, customer, shop and salesperson, and you track your own indicators.Essential10 min
  3. 3Choose the revenue calculation basis (invoiced or collected)Your revenue is calculated the way you really count it: at invoicing or at collection.Essential6 min
  4. 4View and share the monthly recapYou find your monthly recap, you know how to read it and share it without revealing your sensitive figures.Discovery5 min
  5. 5Generate, receive and share reportsYou generate a PDF report over the period of your choice and you know which one arrives on its own on WhatsApp.Essential8 min
  6. 6Genuka Wrapped, the animated review of your yearYou go through the review of your past year and you know which management points to improve.Discovery5 min