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Report Template
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- Stock Take
- Stock Adjustment
- Stock Issue
- Stock Receive
- Stock Write Off
- Stock Transfer
- Stock Assembly
- Stock Disassembly
- Stock Assembly Order
- Stock Card Report
- Stock Balance Report
- Stock Balance By Location
- Stock Movement Report
- Stock Item Profit Margin
- Available Stock Status Report
- Inventory Physical Worksheet
- Stock Aging Report
- Expired Item Batch Listing
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- Advance Quotation
- Quotation
- Sales Order
- Delivery Order
- Invoice
- Cash Sale
- Credit Note
- Debit Note
- Consignment
- Outstanding Sales Order Listing
- Monthly Sales Analysis
- Profit And Loss Of Documents
- Top/Bottom Sales Ranking
- Consignment Movement
- Sales Agent Contribution Report
- FOC Quantity Analysis By Document Report
- Item Package Sales Report
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Form Template
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AutoCount HRMS User Guide
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AutoCount E-Invoice
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AutoCount Accounting Features
- Advance Credit Control
- Advanced Drill Down
- Advanced Price History
- Approval Workflow
- Audit Trail
- Auto Save in Draft Folder
- Deposit Tracking & Management
- AutoCount Contra Account
- Document Lock
- Document Template
- Full Transfer and Partial Transfer
- Import Data by Excel
- Informative Charts and Analytical Data
- Layout Customization
- Multi Pricing
- Recurrence (GL)
- Sales and Services Tax
- Schedule Backup
- Search Lookup Edit
- Documents Running Number
- View Documents Flow
- Barcode Printing
- Barcode Scanning
- Power BI Dashboard
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AutoCount Cloud Accounting
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AutoCount Modules
- Item Batch
- Item Package
- Consignment
- Serial Number
- Multi-Currency
- Formula
- Multi-Location
- Project Account
- User Defined Fields (UDF)
- Basic Multi-UOM
- Advanced Multi-UOM
- Landing Cost
- Multi-Dimensional Analysis
- Department
- Recurrence
- Budget
- Advanced Financial Report
- Unrealized Gain/Loss
- Advanced Item
- Filter By Salesman
- FOC Quantity
- Filter By Account
- Activity Stream
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AutoCount Plugins
AutoCount - Power BI Dashboard
Understanding AutoCount Power BI Dashboard
AutoCount Power BI Dashboard is a cutting-edge solution that seamlessly combines the functionalities of AutoCount’s robust accounting system with Power BI’s visualization capabilities. This integration empowers businesses to monitor, analyze, and present their sales and financial data in a visually appealing and interactive manner. By leveraging real-time insights, users can make informed decisions to enhance their operational efficiency.
Key Features of AutoCount BI Dashboards
AutoCount BI Dashboards offer a host of features that cater to diverse business needs:
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Real-time Data Tracking and Reporting:
The dashboard provides up-to-date data visualization, ensuring that businesses stay informed about their sales performance and trends.
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Diverse Visualization Options:
Users can switch between line charts, bar charts, stacked bar charts, and pie charts to represent data effectively.
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Export and Expand Features:
Charts and reports can be exported in various formats, including PDF, Excel, and image files. The "Expand" feature allows users to magnify charts for a closer analysis.
Getting Started with AutoCount BI Dashboard
To begin using the AutoCount BI Dashboard, follow these simple steps:
1. Accessing the Sales Module
Open AutoCount and navigate to the Sales module.

2. Selecting BI – Sales Overview
From the menu, choose the BI – Sales Overview option to access the dashboard interface.

3. Setting Up Start and End Dates
Use the date selector to define the period for which data needs to be visualized. Click the “Refresh Data” button to update the dashboard with the selected range.

Customizing Chart Types
AutoCount allows users to tailor their charts to specific needs:
1. Switching Between Chart Types
Select the desired chart type (e.g., bar, stacked bar, pie) from the “Chart Type” panel.

2. Understanding Chart Applications
Line charts are ideal for trend analysis, while bar charts are better for comparative analysis.


3. Modifying Chart Filters
Use filters to focus on specific parameters such as debtor types, sales agents, or regions.

Data Visualization Options
The dashboard offers a wide array of visualization tools to enhance data comprehension:
1. Interactive Charts

These allow users to drill down into specific data points. For example, double-clicking a bar chart can open a detailed pie chart of the selected segment.
2. Advanced Filtering Options
Filters enable users to group data by metrics like sales by item group, item type, debtor, or area.

3. Grouping Data by Key Metrics
Customize the view to focus on KPIs that matter most to your business objectives.

Exporting and Sharing Insights
Sharing data insights is a breeze with the AutoCount BI Dashboard:
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Export Options
Export charts and reports in PDF, Excel, or image formats with a single click.
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Best Practices for Sharing
Ensure that exported files are labeled and formatted consistently for easier interpretation by stakeholders.
Advanced Features of BI Dashboards
1. Cross-Filtering Between Dashboard Tiles:
Selecting a specific data point in one tile automatically updates related tiles, offering a cohesive view of interconnected metrics.

2. Using Time Scale Options:
Analyze data with daily, weekly, monthly, or quarterly views. These options allow businesses to observe patterns over varying time periods.

Exploring Filter Options
Filters are instrumental in narrowing down data:
1. Specific Date Ranges
Adjust the timeline to focus on specific months or quarters.

2. Dynamic Filters
These include debtor type, sales agent, or region, enabling targeted analysis.

Improving Dashboard Efficiency
Efficiency can be enhanced by:

Optimizing Refresh Rates
Regularly updating the dashboard ensures data accuracy.

Adjusting Data Views
Tailor views to highlight critical trends or underperforming areas.
Leveraging Time-Scale Customization
Using time-scale options helps businesses adapt their strategies:
1. Daily and Weekly Views
Useful for monitoring short-term sales campaigns


2. Monthly and Quarterly Views
Ideal for evaluating broader trends and seasonality.


Best Practices for BI Dashboards
To maximize the utility of AutoCount BI Dashboards:

Customization Tips
Tailor filters and views to align with your KPIs.

Avoiding Errors
Double-check data inputs and filters to ensure accurate visualizations.
Use Cases of AutoCount Power BI Dashboards
Many businesses have benefited from implementing AutoCount View Flow:

Tracking Sales Performance
Identify top-selling products and areas requiring improvement.

Regional Sales Analysis
Evaluate performance across different geographical locations.

Identifying Trends
Use historical data to forecast future sales.
Enhancing Decision-Making with AutoCount Dashboards
The ability to visualize and interact with data in real time allows businesses to act swiftly and effectively, driving growth and improving profitability.
Streamline Your Accounting Process
Find the Perfect Plan to Optimize Your Business Finances
Discover PlansFrequently Asked Questions (FAQs)
You can access it via the Sales module in AutoCount by navigating to the BI – Sales Overview section.
Yes, dashboards can be shared among team members, promoting collaborative analysis.
Exports are available in PDF, Excel, and image formats.
Use the “Chart Type” panel on the right-hand side to switch between line, bar, or pie charts.
Yes, the dashboard offers filters for sales agents, regions, debtor types, and more.
Ensure your internet connection is stable and verify the selected date range.