Financial Information
The data shown in the Sage 50 Mobile Dashboard comes directly from your Sage 50 system and is based on financial information.
For this reason, one of the main criteria used to consolidate the value of a document in the indicators is that it has already been posted to the accounts, or that it is derived from a posted transaction.
Below are some examples based on the indicators available:
Sales and Purchase Invoices Information
This information is obtained from posted sales and purchase invoices.
It includes both posted documents from the Sales and Purchase modules and invoices entered directly from the Accounting module.
Gross Profit Information
This indicator is calculated from the profit margin of posted sales invoices from the Sales module.
Although it is a sales document, only posted invoices are included in this calculation.
Receipts and Payments Information
This information comes from the Accounting module, based on expected receipts and payments.
Top Sales and Purchases Information
This is obtained from posted sales and purchase invoices.
In the case of Top Sales by Product, only products included in posted sales invoices from the Sales module are considered.
To ensure that the Dashboard indicators display valid information, documents must be posted.
If a figure does not appear, first check that it has been correctly recorded and posted in Sage 50.
Time Filters
The Sage 50 Mobile Dashboard offers three time-based views:
Annual view: consolidates information from the last financial year defined in Sage 50.
Monthly view: consolidates information from the current month being viewed.
Weekly view: consolidates information from the current week being viewed.
Remember that the period you select directly affects the values displayed.
Make sure you are using the correct time view to interpret the data accurately.
Tax Management
Sage 50 Mobile distinguishes between different types of indicators to determine whether their values should include taxes or not.
Indicators related to Sales, Purchases or Profit:
These always show net values, excluding taxes such as VAT or GST.
Taxes are excluded to avoid distorting indicators designed to measure company performance, as they do not represent actual income or expenses.
The company acts only as an intermediary for collecting and later settling these amounts with the relevant tax authorities.
Indicators related to Receipts and Payments:
These always show gross values, including taxes — that is, the total amount to be received from the customer or paid to the supplier.
Taxes are included here because these indicators represent the company’s rights to collect or obligations to pay, both directly affecting its cash flow.
In both cases, the total value determines the company’s liquidity.
Taxes are included or excluded depending on the type of indicator.
If you notice differences between Dashboard figures and other views, check whether the data displayed is net or gross (with taxes).
Use of Base Currency
The values displayed in the Sage 50 Mobile Dashboard are always expressed in the base currency of the Sage 50 company, since they represent consolidated financial information regardless of the currency used by individual customers or suppliers.
The base currency is used for all fiscal reports and financial or accounting analyses.
Using the base currency ensures that information remains cumulative and comparable, even when multiple currencies are managed.
Expressing all data in the base currency also prevents errors caused by currency fluctuations or multi-currency environments.
Financial Year
The period shown in the Sage 50 Mobile Dashboard is based on the Financial Year configured in the Sage 50 company.
This ensures that the information displayed corresponds to the company’s standard accounting start and end dates.
If it coincides with the calendar year, it begins on 1 January and ends on 31 December.