Financial Dashboard
Select supported reporting periods and examine financial totals, transaction counts and comparisons such as revenue, cash received, expenses, cost of goods and profit.
Understand revenue, operating costs and the profit behind your pharmacy activity.
Financial Control brings together the financial dashboard, revenue ledger, expense register, cost-of-goods analysis, profit and margin views, and general-ledger registers. It helps owners examine recorded financial performance and the entries behind it.
Move from a period summary to the underlying revenue, expense or ledger record.
Select supported reporting periods and examine financial totals, transaction counts and comparisons such as revenue, cash received, expenses, cost of goods and profit.
Inspect revenue records by supported period and category, including cash, credit and insured activity where the source data provides it.
Create expense records with date, category, description, amount and reference; search and filter the register, and update or delete records only with the required authority.
Analyze cost-of-goods measures using recorded purchasing and sales information for supported periods and products.
Compare profit and margin information across supported reporting periods, using the platform's recorded finance and cost data.
Inspect available registers such as cash, receivables, inventory, payables, capital and other ledger balances, with the displayed balance status.
Financial views organize operational records; they do not replace professional accounting advice.
Review sales, collections and recorded expenses
Examine cost of goods and gross margin
Compare period profit and performance
Inspect the relevant ledger registers
Compare revenue and collection measures in the dashboard and revenue ledger.
Filter the expense register by period and review its categories and references.
Use COGS analysis and Profit & Margin Analytics for supported period and product measures.
Review the general-ledger registers and their reported balance status.
In Web, the financial dashboard is restricted to managers and administrators. Expense access and changes also require the relevant permissions, with additional manager controls for edits and deletions.
The Web financial dashboard is manager/admin-only. Other financial screens apply their own permissions; editing and deleting expenses are restricted to managers and administrators, with permission checks and confirmation controls. Financial reports support management review and do not constitute professional accounting advice.
Financial Control is part of the core platform and included in Pro and cumulative higher editions. Access through the Web application requires an active Ultra license.