Visual Analytics
The dashboard includes four interactive charts that visualize your sales and inventory data over time.Sales by Month
A bar chart showing monthly revenue trends for the past 12 months. What it shows:- Total sales amount per month
- Month-over-month growth patterns
- Seasonal sales variations
Identify peak seasons
Look for bars that are significantly higher - these represent your busiest months
Daily Sales (Last 15 Days)
A line chart displaying sales performance for the most recent 15 days. What it shows:- Daily revenue fluctuations
- Week-over-week patterns
- Recent performance trends
- Verify if recent marketing campaigns are driving sales
- Identify which days of the week perform best
- Monitor the immediate impact of pricing changes
Example Insight
If Fridays consistently show higher sales, consider scheduling new product launches or promotions on Thursday evenings to maximize visibility.
Orders by Status
A doughnut chart showing the distribution of orders across different statuses. Status breakdown:- Pendiente: Orders awaiting payment confirmation
- Pagado: Payment received, awaiting shipment
- Enviado: Orders in transit to customers
- Entregado: Successfully delivered orders
- Cancelado: Cancelled orders
High 'Pendiente' count
High 'Pendiente' count
Many pending orders may indicate payment processing issues or customer checkout friction. Review your payment gateway settings and checkout flow.
'Pagado' backlog
'Pagado' backlog
If many orders are paid but not shipped, you may have fulfillment bottlenecks. Consider streamlining your packing and shipping processes.
High cancellation rate
High cancellation rate
Excessive cancellations suggest product availability issues, pricing concerns, or poor customer communication. Investigate the root cause.
Top 10 Best Sellers
A horizontal bar chart ranking your most popular products by units sold. What it shows:- Which products drive the most sales volume
- Product popularity rankings
- Inventory priorities
- Stock prioritization: Keep top sellers well-stocked at all times
- Marketing focus: Feature best sellers prominently on your homepage
- Supplier negotiations: Use high volume to negotiate better pricing on popular items
- Product development: Identify characteristics of successful products to guide new purchases
Accounting Reports
Access detailed financial reports through the Reporte Contable page (linked from the dashboard).Report Types
General Report
All inventory movements with comprehensive financial data
Purchases Report
Only inventory entries with supplier, invoice, and tax information
Valued Inventory
Current stock valued at average purchase price
Generating Reports
Navigate to Reports
Click Reporte Legal y Contable in the dashboard header or the Reportes quick access card
Choose report type
Select from the dropdown:
- General: All movements
- Compras: Purchases only
- Inventario Valorizado: Stock valuation
Understanding Report Data
General Report
Shows all inventory movements (entries and exits) with:| Field | Description |
|---|---|
| Fecha | Transaction date |
| Tipo | Movement type (Entrada/Salida/Ajuste) |
| Producto | Product name |
| Cantidad | Units moved |
| Precio Unit. | Price per unit |
| IVA | Value-added tax amount |
| Retención | Tax withholding amount |
| Usuario | Staff member who recorded the movement |
- Total purchases for the period
- Total sales revenue
- Profit margin (sales minus purchases)
- IVA paid and collected
- Withholdings for tax filing
Purchases Report
Focuses exclusively on inventory entries with supplier details:| Field | Description |
|---|---|
| Fecha | Purchase date |
| Producto | Item purchased |
| Proveedor | Supplier name |
| Factura | Invoice number |
| Cantidad | Units purchased |
| Precio Unit. | Cost per unit |
| Total | Subtotal (quantity × price) |
| IVA | Tax paid |
| Retención | Tax withheld |
- Tax filing (IVA declarations)
- Accounts payable reconciliation
- Supplier spend analysis
- Cost accounting
Valued Inventory Report
Lists all products with current valuation:| Field | Description |
|---|---|
| Producto | Product name |
| Categoría | Product category |
| Stock Actual | Current units in inventory |
| Precio Promedio | Average purchase price |
| Valor Total | Stock × average price |
- Balance sheet preparation
- Insurance coverage calculations
- Inventory investment analysis
- Financial planning
Export and Accounting Integration
The Excel export feature creates professional spreadsheets with:- Formatted tables with headers
- Calculated totals and subtotals
- Date ranges in the filename
- Ready for import into accounting software
Excel files can be imported into QuickBooks, SAP, or other accounting systems. Consult your accountant for the best integration approach.
Interpreting Your Data
Healthy Business Indicators
Growing monthly sales
Consistent upward trend in the “Ventas por mes” chart
Low cancellation rate
Less than 5% of orders in “Cancelado” status
Quick fulfillment
Most orders move quickly from “Pagado” to “Enviado”
Positive profit margin
Sales significantly exceed purchase costs in General Report
Warning Signs
Declining sales trend
Declining sales trend
What it means: Revenue dropping month-over-monthActions to take:
- Review competitor pricing
- Launch promotional campaigns
- Refresh product catalog with new items
- Analyze customer feedback for issues
High proportion of pending orders
High proportion of pending orders
What it means: Customers aren’t completing purchasesActions to take:
- Test your payment gateway
- Simplify checkout process
- Add more payment options
- Implement abandoned cart emails
Best sellers going out of stock
Best sellers going out of stock
What it means: Missing sales opportunities on popular itemsActions to take:
- Set up automatic reorder points
- Build stronger supplier relationships
- Increase safety stock levels for top products
- Consider drop-shipping arrangements
Low inventory turnover
Low inventory turnover
What it means: Capital tied up in slow-moving productsActions to take:
- Run clearance sales on old inventory
- Bundle slow movers with best sellers
- Be more selective in purchasing decisions
- Analyze which categories underperform
Reporting Best Practices
Daily
- Check the dashboard KPIs each morning
- Review low stock alerts and restock critical items
- Monitor “Pedidos del Mes” to track progress toward monthly goals
Weekly
- Analyze the last 15 days sales chart for recent trends
- Review order status distribution to catch fulfillment issues
- Check top 10 best sellers to ensure adequate stock
Monthly
- Generate a General Report for the past month
- Compare month-over-month sales growth
- Run a Purchases Report for accounting
- Review the 12-month sales trend for seasonal patterns
Quarterly
- Export a Valued Inventory Report for financial statements
- Analyze profit margins across product categories
- Review year-over-year growth rates
- Identify underperforming product lines
Data Accuracy
All reports and charts draw data directly from your database with the following logic: Sales calculations include orders with status:- Pagado (paid)
- Enviado (shipped)
- Entregado (delivered)
- Average purchase price from all “entrada” movements
- Current stock levels from the productos table
- Most recent cost data for products with no entry history
- IVA: Extracted from the
ivafield in movimientos_inventario - Retenciones: Extracted from the
retencionfield - All currency is in Colombian pesos (COP)