DigiTally

The Dashboard provides a high-level operational and financial overview of the current audit period. It displays key business metrics including Gross Profit, Sales, Purchases, Cost of Sales, Transfers, Waste, Labour…

Dashboard Overview

The Dashboard Filters allow users to customise how Gross Profit (GP) and dashboard metrics are calculated and displayed for the selected audit period.

Dashboard Filters

The Notifications section allows users to review and manage product-related requests submitted within DigiTally. Notifications can include product creation requests or product updates requiring review or approval. This is permission…

Notifications

The Gross Profit widget displays the calculated GP value and Gross Profit percentage for the selected audit period. Users can compare the Current Audit against Previous Audits or Fiscal Year…

Gross Profit (GP)

The Gross Profit Target widget compares the current GP percentage against the configured target GP percentage.

Gross Profit Target

The Cost of Sales widget displays the calculated cost associated with goods sold during the selected audit period.

Cost of Sales

The Sales widget displays the total recorded sales value for the selected audit period and compares it against the previous audit.

Sales

The Purchases widget displays the total purchase value recorded for the selected audit period and compares it against previous audit performance.

Purchases

The Transfers widget displays the total transfer value recorded during the selected audit period.

Transfers

The Waste widget displays total recorded waste values and waste quantities for the selected audit period.

Waste

The Labour Cost widget displays total labour expenses recorded during the selected audit period.

Labour Cost

The Dashboard includes interactive graphs and charts used to analyse historical operational and financial performance trends.

Dashboard Graphs and Charts

The Inventory Valuation table displays inventory quantities and values by location for the selected audit period.

Location Table

The Previous Audits section provides a historical overview of completed audit periods directly from the dashboard.

Previous Audits Tab

Bernard Treacy

View key business metrics, stock valuation, and performance trends for the selected audit period.

Dashboard

This feature is designed to speed up daily operational tasks and reduce navigation time during audits and stock management activities.

Accessing Quick Add

The Add Location option allows users to quickly create a new inventory location directly from the Dashboard.

Add Location

The Add Department option allows users to quickly create a new department directly from the Dashboard.

Add Department

The Add Product option allows users to quickly create a new product directly from the Dashboard.

Add Product

The Add Entry option allows users to quickly enter operational values directly from the Dashboard.

Add Entry

The Quick Add feature allows users to quickly create Locations, Departments, Products, and operational entries directly from the Dashboard without navigating to separate management sections.

Quick Add

Create a custom design with text, images, and links

Login

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search and ask

Find guides, answers, and references.

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.