The Dashboard
The Dashboard is the first thing you see when you log in to Udyot — a live snapshot of how your business is doing. It pulls together your key numbers so you can check the health of your company at a glance, on any device.
What’s on the Dashboard
- KPI cards: Net profit, receipts (cash in), payments (cash out), and inventory value for the period you choose.
- Sales vs Purchase trend: A 12-month bar chart of your buying and selling.
- Profit & Loss (last 12 months): Income, expenses, and net profit per Nepali month, so you can see your trajectory across the fiscal year.
- Receivables & payables: Aging snapshots and your top customers and suppliers by balance.
- Module summaries: Quick stats for the modules you have enabled (Inventory, HR, CRM, SCM, Orders, Manufacturing).
Choosing the period
Use the range selector (Today, This Week, This Month, Last 90 Days, This Year) to refocus the cards and charts. Everything follows your active fiscal year, shown in Bikram Sambat.
Reading the Profit & Loss chart under perpetual inventory
If you run perpetual inventory, the expense bar is your cost of goods sold — recognised in the month you sell, matched to that month’s revenue. A purchase shows up as a rise in inventory value, not as an expense, until the goods are sold. That is correct accrual accounting; see Perpetual Inventory & COGS for the full explanation.
Tips & common questions
Why is my profit lower/higher than expected? Check the date range, and remember COGS is recognised at sale. The Profit & Loss report gives the line-by-line detail.
Related: Financial Reports, Financial Ratios.