ITS Dashboard Module for Dolibarr ERP/CRM

Instead of wasting time navigating between scattered menus—sales, invoices, commercial performance, and inventory—this module consolidates all critical business metrics and numbers into a single interface.

Key Benefits

• Time & Cost Savings: Eliminates the need to construct complex manual reports or export raw data to Excel.

• Fast & Accurate Decision-Making: Provides instant visibility into real-time cash flow, paid vs. unpaid invoices, and debts.

• 100% User-Level Customization: Rearrange widgets via intuitive Drag & Drop and design a personalized layout.

• Unified Sales & Inventory Tracking: Effortlessly track open order backlogs, low stock alerts, and top-performing products.

• Enterprise Security: Fully compliant with Dolibarr's permission engine and Multi-entity architecture.

Features

• Dynamic Filtering System: Filter by Time Periods, Sales Representatives, and Client Categories.

• 13 Quick KPI Widgets: Revenue, Paid Invoices, Credit Notes, Unpaid Invoices, Open Quotations, Orders to Process, New Customers, Products Sold, Conversion Rate, Average Payment Term, Overdue Invoices, Bank Balance, Purchase Orders.

• 9 Analytical Blocs: Monthly Revenue Trend, Top 10 Clients, Recent Invoices & Quotes, Open Orders & Inventory Tracking, Top 5 Selling Products, Low Stock Alerts, Daily Agenda, General System Statistics.

• Exports: CSV Data Export and Printable PDF Export.

The Winning Pitch: With ITS Dashboard, you are installing a central command center that provides instant, flexible, and secure control over your cash flow, sales performance, and inventory directly within Dolibarr.