| Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-247480 - Research and Development Projects|https://helpdesk.irely.com/iRelyi21live/#/HD/Ticket/?ticket=HDTN-247480]
*Requirements*
Create 4 financial dashboard panels for the new Business Insights dashboard. Once these 4 panels are completed we will include them in the Dashboard module as part of the following ticket: http://jira.irelyserver.com/browse/DASH-2442
Each panel should use a similar layout as the Visualization screens. Examples include CRM > "Opportunities" or Contracts > Contract Visualization tab, where there is a chart about the grid. The main difference is these 4 panels will only have a few columns in the grid and be smaller in size. This will allow several of them to fit inside a single Dashboard window.
!pastedImage_d139905_0.png|height=299,width=372!
Here are the 4 panels we will start with.
| *Cash Projection*
* By week
* 5 Weeks out
* Cash Balance (accounts in the cash category)
* AR (Accounts in the AR Category)
* AP (Accounts in the AP Category
| *Steps:*
# Take current balance of cash at the current date
# Subtract the balance of open AP with a due date in each week from the cash balance and calculate a running total
# Add the AR due in each week and calculate the running total
!http://install.irelyserver.com/download/attachments/95293084/image2020-6-29_11-47-28.png?version=1&modificationDate=1593445652447&api=v2|height=224,width=332!
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| *Customer Aging*
* Summary of customer balance due
| *Steps:*
# Collect all customers with a past due balance
# Sort the customers top down based upon balance due
# Allow to drill into the invoices that comprise the total
# Show the top 5 and allow the customer to drill into invoice inquiry with that customers past due invoices filtered out.
!http://install.irelyserver.com/download/attachments/95293084/image2020-6-29_11-48-1.png?version=1&modificationDate=1593445686176&api=v2|height=235,width=295! |
| *Gross Margin*
* Allow selection by day , week , month
* Sum up invoices by Amt to get revenue
* Sum up by cost to get expense
* Revenue - Cost = Net
* Display invoices - Revenue/ expense in bottom grid - drillable to invoice
| * * * *!http://install.irelyserver.com/download/thumbnails/95293084/image2020-6-29_11-54-16.png?version=1&modificationDate=1593446060947&api=v2|height=250!* * * * |
| *Sales*
* Allow selection by day , week , month
* sum up invoices by Amt to get revenue
* Group by item
* Show the top 5 items on the grid
| * * * *!http://install.irelyserver.com/download/thumbnails/95293084/image2020-6-29_16-3-11.png?version=1&modificationDate=1593460995106&api=v2|height=250!* * * * |
Here is a mock-up of the 4 panels inside a dashboard screen.
!pastedImage_d139905_5.png|height=606,width=748!
Rename the System Panels screen to "Business Insight Panels" and include the 4 new panels. Remove the existing System Panels from this screen.
!pastedImage_d139905_6.png|height=458,width=505!
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