Dashboards
CEO dashboard
An executive view of revenue, expense, profit, cash flow, receivables and payables.
View dashboard indicators
- Total Revenue
- Total Expense
- Net Profit
- Cash Flow
- Pending Receivables
- Pending Payables
- Goods In Transit
EXPLORE ARTHA AI ERPArtha AI ERP.
Artha AI ERP.
Every workflow, connected.
Explore 175 Artha AI ERP workspaces across finance, procurement, sales, people, projects and administration. Find the forms and reports that fit the way you work.
VISIBILITY FOR EVERY TEAM10 views of a
10 views of a
connected business.
From executive overviews to procurement and project performance, explore the indicators and perspectives available to your team.
10 workspaces to explore
Dashboards
Financial dashboard
Review income, expenses, assets, liabilities and equity alongside financial performance.
View dashboard indicators
- Total Income
- Total Expenses
- Net Profit
- Total Assets
- Total Liabilities
- Total Equity
Dashboards
General dashboard
Bring revenue, active projects, sales pipeline and inventory value into a business overview.
View dashboard indicators
- Total Revenue
- Net Profit
- Active Projects
- Open Sales Pipeline
- Revenue per Employee
- Inventory Value
- Top Customer Concentration
- Conversion Rate
Dashboards
HR management dashboard
Explore the HR overview and associated team and project information.
Dashboards
Logistics dashboard
Explore inventory movements by company, branch, warehouse and period.
Explore workspace details
- Period
- Company
- Branch
- Warehouse
- Inward
- Outward
- Transfer
- Returns
- Adjustment
- Damage
Dashboards
Project dashboard
Track progress, actual and committed cost, resource days and project performance indices.
View dashboard indicators
- Actual Progress
- Actual Cost
- Committed Cost
- CPI
- SPI
- Open Critical Issues
- Planned Man-days
- Actual Man-days
Dashboards
Purchase dashboard
Review purchase orders, procurement value, suppliers and goods receipt status.
View dashboard indicators
- Total POs
- Open POs
- Procurement Value
- Active Suppliers
- Open GRNs
- Completed GRNs
Dashboards
Sales dashboard
Explore the sales overview alongside your sales operations.
Explore workspace details
See this workspace and its workflow in a guided product demo.
Discuss this workspaceDashboards
Sales manager dashboard
Monitor orders, revenue, customers, collections and outstanding amounts.
View dashboard indicators
- Total Sales Orders
- Open Sales Orders
- Total Revenue
- Active Customers
- Collections Received
- Outstanding Amount
Dashboards
Project management dashboard
Review cost and schedule performance, progress, utilization and critical issues.
View dashboard indicators
- Actual Progress
- Actual Cost
- Committed Cost
- Cost Performance Index
- Schedule Performance Index
- Open Critical Issues
- Planned Man-days
- Actual Man-days
THE PRODUCT EXPLORER
Find your next workflow.
Search by a form, field or capability. Open any card to explore its details, then ask us for a guided walkthrough.
175 workspaces to explore
Finance
Account head tree view
Explore account head tree view within your finance workflow.
Explore workspace details
See this workspace and its workflow in a guided product demo.
Discuss this workspaceFinance
Chart of accounts
Work with enterprise, company, branch and related details in a dedicated workspace.
Explore workspace details
- Enterprise
- Company
- Branch
- Organization
- Project
- Root Category
- Parent Group
- Account Group
- Account Sub Group
- Account Type
- Account Number
- Account Name
- Budget Amount
- Opening Balance
- Opening Balance Imported
- Current Ledger Balance
- Balance Type
Finance
Finance period creation
Work with company, branch, organization and related details in a dedicated workspace.
Explore workspace details
- Company
- Branch
- Organization
- Project
- Base Currency
- Reporting Currency
- FX Lock Policy
- Financial Year
- Start Date
- End Date
- Period Type
- Number of Periods
- Calendar Status
- Positions Approved
- Total Budgeted Cost
- Total Position Assigned
- Total Position Allocated
- Total Position Vacant
- Total Capacity To Date
- Approval Remarks
Finance
Finance period closing
Work with company, branch, organization and related details in a dedicated workspace.
Explore workspace details
- Company
- Branch
- Organization
- Project
- Financial Year
- Financial Period
- Period Start
- Period End
- Closing Date
- Closing Type
- General Period Closing Close the general accounting period
- Post to YTD Post closing entries to Year-to-Date
- Process Terminated Employees Handle terminated employee records
- GL Ledger Closing Close general ledger for the period
- GL Ledger Closing Close general ledger and transfer balances
- Reset Monthly Accumulators Reset all monthly accumulator fields
- Lock Previous Year Prevent any modifications to closed year data
- Remarks
- Reason
Finance
General ledger budgets
Work with enterprise, company, branch and related details in a dedicated workspace.
Explore workspace details
- Enterprise
- Company
- Branch
- Organization
- Project
- Account Number
- Account Name
- Account Type
- Parent Group
- Budget Item
- Annual Budget Amount
- Opening Balance Imported
- Current Ledger Balance
- Account Status
- Fiscal Year
Finance
Customer
Work with enterprise, company, branch and related details in a dedicated workspace.
Explore workspace details
- Enterprise
- Company
- Branch
- Organization
- Project
- Customer ID
- Customer Name
- Both Supplier & Customer
- Create Ledger Account
- Country
- State
- City
- Address 1
- Address 2
- Post Box
- Zip Code
- Land Line
- Fax
- Email Address
- Website
- First Name
- Middle Name
- Last Name
- Designation
Finance
Supplier
Work with enterprise, company, branch and related details in a dedicated workspace.
Explore workspace details
- Enterprise
- Company
- Branch
- Organization
- Project
- Supplier ID
- Supplier Name
- Preferred Supplier
- Both Supplier & Customer
- Create Ledger Account
- Country
- State
- City
- Address 1
- Address 2
- Post Box
- Zip Code
- Land Line
- Fax
- Email Address
- Website
- First Name
- Middle Name
- Last Name
- Designation
Finance
Journal voucher
Work with company, company branch, organization and related details in a dedicated workspace.
Explore workspace details
- Company
- Company Branch
- Organization
- Project
- WBS Structure
- WBS Activity
- WBS Sub-activity
- Voucher Number
- Transaction Date
- Narration
- Voucher
- Person Name
- Ref / Cheque No.
- Amount
- A/C Balance
Finance
Payment voucher
Work with company, branch, organization and related details in a dedicated workspace.
Explore workspace details
- Company
- Branch
- Organization
- Project
- WBS Structure
- WBS Activity
- WBS Sub-activity
- PV Number
- Transaction Date
- Currency
- Paid To
- Paid Amount
- Amount In Words
- Settlement Type
- Full Settlement
- Partial Settlement
- Narration
- Transaction Type
- Bank
- Cash
- Online Transfer/UPI
- Cheque
- Payment Voucher
- Person Name
- Ref / Cheque No.
- Amount
- A/C Balance
Finance
Receipt voucher
Work with company, branch, organization and related details in a dedicated workspace.
Explore workspace details
- Company
- Branch
- Organization
- Project
- WBS Structure
- WBS Activity
- WBS Sub-activity
- RV Number
- Transaction Date
- Currency
- Received From
- Received Amount
- Amount in Words
- Settlement Type
- Full Settlement
- Partial Settlement
- Narration
- Transaction Type
- Bank
- Cash
- Online Transfer/UPI
- Cheque
- Receipt Voucher
- Person Name
- Ref / Cheque No.
- Amount
- A/C Balance
Finance
Credit note
Work with company, branch, organization and related details in a dedicated workspace.
Explore workspace details
- Company
- Branch
- Organization
- Project
- WBS Structure
- WBS Activity
- CN Number
- Transaction Date
- Narration
Finance
Debit note
Work with company, branch, organization and related details in a dedicated workspace.
Explore workspace details
- Company
- Branch
- Organization
- Project
- WBS Structure
- WBS Activity
- DN Number
- Transaction Date
- Narration