Financials Widget

TABLE OF CONTENTS

• Overview
• Asaan Retail Financials Widget
• Asaan Retail Financials Widget - Filters

Overview

Using a multi-channel retail platform like Asaan Retail allows you to capitalize using different practical utilities and features and improve the core processes of your business. Although to make your business process more efficient, it is mandatory to have some actionable insights and KPIs related to different domains of your business.

Asaan Retail main dashboard makes it easy to have a quick view of your KPIs by offering insightful widgets. Let’s look into what the Financials widget is and how it helps you in tracking your purchases from different vendors.

Asaan Retail Financials Widget

Asaan Retail’s reporting dashboard offers a dedicated Financials Widget. It includes different filters to get customized reports of your Finances.

For instance, you can apply different filters on the Financials widget to get insights into your finances for a particular time frame. The purpose is to fetch data from the system as an easy-to-understand overview of ‘Customer Balances’, ‘Supplier Balances’, and ‘Expenses’ within the defined time frame.

Here’s how your Financials widget appears on Asaan Retail’s interactive dashboard:

The financials widget offers 3 panels namely:

• Customer Balances - The net receivables or payables on the customer end.

• Supplier Balances - The net receivables or payables on the supplier end

• Expenses - The total amount required to run your business smoothly

Receivables are your business’s total monetary assets as pending refunds on the purchase end. Whereas, payables are your business’s total monetary liabilities as pending refunds on the sales front.

Asaan Retail Financials Widget - Filters

You can further filter your Financial KPIs based on the particular time frame.