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SmartPyme’s analytics dashboard gives you a live pulse on your business without opening a spreadsheet. Key financial and operational metrics update in real time as your team records sales, expenses, and inventory movements — so you always have an accurate, up-to-date picture of how your business is performing.

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Dashboard Overview

Access the main dashboard by clicking Dashboard in the left navigation menu. At a glance you will see:
  • Total sales for the selected period.
  • Cash flow across your registered accounts.
  • Top-selling products by revenue or quantity.
  • Expense breakdown by category.
  • Inventory value of your current stock.

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Dashboard Sections

The dashboard is organized into focused sections. Use the section tabs to navigate between views:

Sales (Ventas)

Daily and monthly revenue charts, top-selling products and services, and a breakdown of sales by channel (point of sale, e-commerce, etc.).

Expenses (Gastos)

Spending totals broken down by category and department, so you can spot cost overruns at a glance.

Inventory

Current stock value, a list of products below their minimum stock level, and a timeline of recent inventory movements.

Finance (Finanzas)

Gross and net margin calculations and profitability ratios to evaluate the financial health of your operations.

Results (Resultados)

A profit and loss summary for the selected period, showing revenue, cost of goods sold, and net income.

Accounts (Cuentas)

Real-time balances for each registered bank account and a cash flow timeline showing inflows and outflows.

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Date Filters

Use the date picker at the top of the dashboard to define any custom date range — today, this month, a fiscal quarter, or a specific span of days. You can also filter results by branch or sales channel to isolate performance for a specific location or revenue stream.

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Automatic Reports (Reportes Automáticos)

You can schedule SmartPyme to email reports to your team on a recurring basis. To configure automatic reports:
  1. Go to Settings → Automatic Reports.
  2. Click New Automatic Report.
  3. Choose the report type (sales, expenses, inventory, etc.).
  4. Set the frequency: daily, weekly, or monthly.
  5. Add the recipients who should receive the report by email.
SmartPyme will generate and deliver the report on schedule, even when no one is logged in.

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Exporting Data

Almost every list view in SmartPyme includes an Export button. Use it to download the current view’s data for further analysis or record-keeping. The following modules support Excel and PDF exports:
  • Sales — full transaction history with line items.
  • Inventory — stock levels, movements, and valuations.
  • Payroll — payslips, payroll runs, and employee summaries.
  • Accounting — journal entries, ledgers, and financial statements.
Combine dashboard sections with the branch filter to compare performance side by side across all your locations — ideal for multi-branch businesses that need to identify which sites are driving growth.