Client Account: Financial Overview & Transaction Analysis in Suvit

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Before Starting the Analysis, Follow the Steps Below:

• Open the application and click on Sync Voucher.

• Choose the company for which you want to analyze the data.
• Select the Financial Year or Custom Date Range.

Note: The sync voucher can only be done from the main account. 

Step 1: Navigate to Analysis

• Go to the left-hand menu and select Analysis.
• Click the "+" (plus) icon to create a customized dashboard based on your specific data requirements.

Step 2: Review Analysis Dashboard

• The dashboard offers a comprehensive overview of the company's financial health, followed by a detailed data breakdown.

Financial Overview in detail

• Sales (Monthly): A line graph showing monthly sales performance.

• Purchase (Monthly): A similar line graph showing monthly purchases.

• Sales vs. Credit Note (Monthly): A graph comparing sales and credit notes issued.

• Payable vs. Receivable: A gauge chart showing the proportion of payables and receivables. It indicates 100% payable, suggesting no receivables are currently recorded.

• Cash Flow (Monthly): A line graph showing monthly cash flow, with inflow, outflow, and net flow indicated.

• Assets Liabilities: Shows current assets and current liabilities with specific monetary values.

Transactional Analysis Overview

• Sales-Credit Note: Shows the total sales minus credit note amounts.

• Purchase-Debit Note: Shows the total purchase minus debit note amounts.

• Receipt: Shows total receipt amount.

• Payment: Shows total payments amount.

• Sales, Purchase, Sales vs Credit Note, Sales vs Purchase, Payable vs Receivable, Payment vs Receipt: These are charts showing trends over time. The charts appear empty or incomplete, possibly due to the large date range or lack of data within certain periods.

• Bank/Cash Balance: These sections show the total amount in hand, in the bank, and other balances.

• Ledger group and Voucher group: It will show you the group details.

• Top 5 Customers, Top 5 Suppliers** These tables list the top 5 customers and suppliers based on total transaction amounts.

Accounting Details

• Bank/Cash Balance: Shows balances for different bank accounts and cash on hand. It also provides totals for bank balances and cash balances separately.

• **Ledger Group **:. A donut chart showing the distribution of sales across different ledger groups ("Sundry Creditors" and "Sundry Debtors").

• Voucher Type:). A donut chart showing the distribution of sales across different voucher types ("Sales" and "Tax Invoice").

• Stock Group: A donut chart showing the distribution of sales across different stock groups ("Primary").

• **Stock Category **: A donut chart showing the distribution of sales across different stock categories.

Top Performers

• Top 5 Customers: A table listing the top 5 customers by total amount.

• Top 5 Suppliers: A table listing the top 5 suppliers by total amount.

• Top 5 Trending Items (Sales By Qty): A table showing the top 5 items sold based on quantity.

• Top 5 Trending Ledgers:This would likely list the ledgers with the most activity or significant changes.

• Gross Profit (Quarterly): A line graph showing the gross profit over time.

• Net Profit (Quarterly): A line graph showing net profit over time