Overview
This section of the Dashboard brings together two key indicators for monitoring your business operations: Current Salesand Current Purchases.
Both allow you to see, in real time, the volume of invoiced sales issued to customers and the expenses associated with suppliers.
The data displayed is taken directly from posted invoices in Sage 50, allowing you to measure commercial performance, analyse associated costs, and detect potential discrepancies between income and expenses during the selected period.
Current Sales
What does this indicator show?
This indicator displays the total value of sales made by the company.
Where does its data come from?
The data originates from sales invoices issued to customers, through the different options available in Sage 50:
Creation of sales invoices from the Sales module.
Creation of sales invoice records from the Accounting module.
How is it calculated?
In simplified terms, the calculation follows these steps:
All sales invoices issued to customers are retrieved.
The taxable base value of the different records is consolidated.
Key points to consider
Sales invoices must be posted.
The values shown are net of taxes.
The displayed value depends on the selected time filter: Current week / Current month / Current year.
Why is it relevant for my business?
This indicator allows you to understand your company’s turnover and measure its commercial performance.
It also serves as a foundation for analysing sales revenue trends, setting sales targets, and tracking their progress over time.
Where can I view the details of the included invoices?
You can view the list of invoices considered for this indicator by navigating to:
“Sales module > Reports > Invoices.”
Current Purchases
What does this indicator show?
This indicator displays the total value of purchases made by the company.
Where does its data come from?
The data originates from purchase invoices received from suppliers, through the different options available in Sage 50:
Creation of purchase invoices from the Purchases module.
Creation of purchase invoice records from the Accounting module.
How is it calculated?
In simplified terms, the calculation follows these steps:
All purchase invoices received from suppliers are retrieved.
The taxable base value of the different records is consolidated.
Key points to consider
Purchase invoices must be posted.
The values shown are net of taxes.
The displayed value depends on the selected time filter: Current week / Current month / Current year.
Why is it relevant for my business?
This indicator helps you understand your expenditure on goods and services, making it a vital tool for cost managementand profit margin analysis.
It also forms the basis for monitoring cost trends and assessing whether you need to re-evaluate supplier terms or service conditions.
Where can I view the details of the included invoices?
You can view the list of invoices considered for this indicator by navigating to:
“Purchases module > Reports > Invoices.”
