Overview, daily activity, weekly reports and AI questions

Dashboards help identify issues; documents and detailed reports establish their causes. AI explanations do not replace source-record checks.

Steps

1. Review the date and scope in Business Overview and follow pending-document or stock alerts to the relevant workflow.
2. In daily activity, distinguish sale value from money received; an order advance can bring cash without a goods sale.
3. Choose the weekly period, read both figures and commentary, and compare important changes with the underlying reports.
4. Ask report questions with a clear period, warehouse/store and measure, such as slow-moving products this month.
5. Before sharing or printing, inspect cost, customer and staff information and apply the appropriate access rules.