Read the sales dashboard
The Dashboard opens the Sales Statistics screen: your collections, your invoicing, what your customers owe you and the conversion of your quotes, over the period you choose.
Open the dashboard
In the side menu, click Dashboard. The entry is visible with the Dashboard or Products & Services permission. Under the title, CAPPS shows the dates of the displayed period and the currency.
Choose the period and the comparison
Choose a period: 7 days, 30 days, Current month, Current quarter, Since January or Last 12 months.
For other dates, click Custom, fill in From and to, then click Apply.
In Compare with, choose Previous period, Same period, previous year or No comparison.
If your branch invoices in several currencies, choose the Currency to display.
A custom period cannot exceed three years: CAPPS shows The period is limited to 3 years. and the Apply button stays inactive.
By default, the screen opens on 30 days compared with the Previous period. Your choices (mode, period, comparison, density) are remembered for your next visits.
Choose a display mode
| Mode | What it shows |
|---|---|
| Monitoring | Day-to-day: key indicators, collections, receivables. Each figure opens on its details. |
| Analysis | Everything at a glance: cumulative invoiced and collected amounts, calendar, conversion. |
| Summary | The essentials in three sentences and the actions to take. |
The Comfortable and Compact buttons set the display density.
Understand the indicators
- Collected: the period's collections, counted once on their date. Money refunded to customers is shown separately.
- Net invoiced: validated invoices and credit notes, dated on their validation, excluding recurring invoice templates.
- Remaining due and of which overdue: validated invoices that still have an amount due, as of today.
- Quote acceptance: what became of the quotes issued during the period.
- DSO (estimated collection period): customer outstanding ÷ net invoiced over the last 90 days × 90. It is neither a payment term nor a delay.
Click a figure to open its details. Depending on your permissions, the panel offers to go further: Remind overdue invoices, Sending tracking, Accounting operations or Open Sales Management.
Export, print or present the figures
- Export downloads a CSV file that opens directly in Excel: indicators, payment methods, customers who paid the most, main debtors and day-by-day collections.
- A4 report lays out the summary for printing or saving as PDF from your browser's print window.
- Present switches to full screen for a meeting: one figure per screen, with the keyboard arrows. Click Exit presentation to return.
The Refresh button reloads the figures; the time of the last update appears next to it.
If loading fails, CAPPS shows the error message followed by — the figures shown are those of the last successful load. Click Retry.
To receive complete PDF reports by email, see Schedule reports by email.