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How to use charts and tables in cairo.BI?
Charts and tables in cairo.BI are fully interactive, allowing users to easily adjust the displayed data to their needs. This makes the analysis more transparent and flexible. Available features in charts: Interactive legend – clicking on an item in the l...
Home tab
The Home tab in the cairo.BI system provides a summary of key financial and operational information, enabling a quick overview of the company’s situation. It is a kind of start dashboard that combines the most important indicators from sales, settlements, and ...
Warehouse value summary
Warehouse value The Warehouse value chart presents the total value of stock across individual warehouses, broken down into: Available – goods ready for sale, Logistics reservations – stock blocked for logistics processes, Cus...
Warehouse values by product groups
Product group value – Top 25 “Product group values – Top 25” – the chart presents the 25 product groups with the highest stock value. For each group, the following components are shown: Available (green) – goods ready for sale, Logistics reserv...
Warehouse values by manufacturers
Value by manufacturers – Top 100 “Value by manufacturers – Top 100” – the chart presents the 100 manufacturers with the highest warehouse stock value.Each rectangle represents one manufacturer: the size of the field reflects the stock value assigned...
Summary
All values are converted to PLN according to the exchange rate of the previous day, ensuring consistent presentation regardless of the document currency. The section presents the key values of receivables and liabilities in a general view. It shows both cur...
Payment deadlines
All values are converted to PLN according to the exchange rate of the previous day, ensuring consistent presentation regardless of the document currency. Unsettled value in PLN “Unsettled value in PLN” – the chart presents outstanding settlements ove...
Contractors
Receivables in PLN – Top 20 “Receivables in PLN – Top 20” – the chart presents the twenty contractors with the highest value of unsettled receivables. This makes it easy to identify contractors generating the greatest risk of payment delays. The cha...
Warehouses
Unsettled value by warehouse in PLN – table “Unsettled value by warehouse in PLN – table” – this summary presents receivables and liabilities broken down by individual warehouses. For each warehouse, the following data is displayed: Current balance ...
Payment schedule
Payment schedule – 21 days in PLN “Payment schedule – 21 days in PLN” – the chart presents a forecast of financial flows for the next 21 days. It allows users to assess how the company’s payment schedule is shaping up and on which days a cash surplus...
Settlement groups
Unsettled value by groups in PLN “Unsettled value by groups in PLN” – the chart presents receivables and liabilities broken down by settlement groups and overdue periods. This makes it possible to see how values are distributed across different categ...
Annual summary
All values are calculated based on sales documents (WZ, PG, GP, ZW). All values are converted to PLN according to the exchange rate of the previous day, ensuring consistent presentation regardless of the document currency. Annual sales value “Annual sa...
Monthly analysis
All values are calculated based on sales documents (WZ, PG, GP, ZW). All values are converted to PLN according to the exchange rate of the previous day, ensuring consistent presentation regardless of the document currency. Net sales in the month “Net ...
Sales by warehouses
All values are calculated based on sales documents (WZ, PG, GP, ZW). All values are converted to PLN according to the exchange rate of the previous day, ensuring consistent presentation regardless of the document currency. Sales by warehouse “Sales b...
Sales by countries
All values are calculated based on sales documents (WZ, PG, GP, ZW). All values are converted to PLN according to the exchange rate of the previous day, ensuring consistent presentation regardless of the document currency. Sales by countries “Sales...
Sales by contractors
All values are calculated based on sales documents (WZ, PG, GP, ZW). All values are converted to PLN according to the exchange rate of the previous day, ensuring consistent presentation regardless of the document currency. Sales by contractors “Sales ...
Sales by routes
All values are calculated based on sales documents (WZ, PG, GP, ZW). All values are converted to PLN according to the exchange rate of the previous day, ensuring consistent presentation regardless of the document currency. Sales by routes “Sales by ...
Sales by commercial documents groups
All values are calculated based on sales documents (DD, WZ (which were not created as a result of conversion from DD), PG, GP, ZW). All values are converted to PLN according to the exchange rate of the previous day, ensuring a consistent presentation regardle...
Annual summary
All values are calculated based on purchase documents (PZ, P-). All values are converted to PLN according to the exchange rate of the previous day, ensuring a consistent presentation regardless of the document currency. Purchase value in the year “P...
Monthly analysis
All values are calculated based on purchase documents (PZ, P-). All values are converted to PLN according to the exchange rate of the previous day, ensuring a consistent presentation regardless of the document currency. Net purchases per month “Net...