> ## Documentation Index
> Fetch the complete documentation index at: https://docs.smartpyme.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Analytics Dashboard and Business Reports in SmartPyme

> Monitor sales, expenses, inventory, and cash flow in real time using SmartPyme's customizable analytics dashboard and report exports.

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.

## 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.

## Dashboard Sections

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

<CardGroup cols={2}>
  <Card title="Sales (Ventas)" icon="chart-line" href="/modules/sales">
    Daily and monthly revenue charts, top-selling products and services, and a breakdown of sales by channel (point of sale, e-commerce, etc.).
  </Card>

  <Card title="Expenses (Gastos)" icon="receipt" href="/modules/accounting">
    Spending totals broken down by category and department, so you can spot cost overruns at a glance.
  </Card>

  <Card title="Inventory" icon="boxes-stacked" href="/modules/inventory">
    Current stock value, a list of products below their minimum stock level, and a timeline of recent inventory movements.
  </Card>

  <Card title="Finance (Finanzas)" icon="scale-balanced" href="/modules/accounting">
    Gross and net margin calculations and profitability ratios to evaluate the financial health of your operations.
  </Card>

  <Card title="Results (Resultados)" icon="file-chart-column" href="/modules/accounting">
    A profit and loss summary for the selected period, showing revenue, cost of goods sold, and net income.
  </Card>

  <Card title="Accounts (Cuentas)" icon="building-columns" href="/modules/accounting">
    Real-time balances for each registered bank account and a cash flow timeline showing inflows and outflows.
  </Card>
</CardGroup>

## 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.

## 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.

## 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.

<Tip>
  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.
</Tip>