ERP reporting & management dashboards on POHODA
Cashflow, sales and receivables in clear dashboards on top of POHODA ERP — no manual re-entry into Excel.
We build management reporting directly on your POHODA data: a cashflow dashboard with a month-ahead forecast, a sales view by customer and product, and a geographic customer heatmap. Figures are calculated live from invoices, orders and stock, so the numbers you review in a meeting are current, not a week-old spreadsheet.
Management runs the company on month-old numbers
POHODA already holds all the data on invoices, payments and sales, but it reaches decision-makers late and hand-assembled. An accountant or sales admin exports reports into Excel, builds charts and tables, and by the time the report is ready the numbers are stale. Meanwhile overdue invoices surface by accident, and nobody sees how dependent the business is on a handful of large customers.
- Management has no live view of cashflow or sales, only last month's numbers
- Reports are manually pulled from accounting into Excel and turned into charts
- Overdue invoices are discovered late, often only when the accountant chases them
- Spreadsheet data is stale the moment someone finishes preparing it
- Revenue concentration in a handful of large customers is invisible
What ERP reporting does
Six views of your business, calculated directly from POHODA data — no intermediate export, no delay.
Cashflow dashboard
A chart of actual income and expenses with a running balance, a month-ahead cashflow forecast, and a breakdown by cost centre, activity and accounting pre-entry.
Receivables and payables under control
Ageing of receivables and payables, the top 10 business partners and a list of unpaid invoices in one place. You see exactly who owes what, and for how long.
Sales dashboard
Monthly revenue in a chart, top 10 customers and top 10 products with drill-through to detail. Revenue breaks down by cost centre and activity too.
Customer heatmap
A geographic heatmap shows where your customers are and where the business potential is. The top 20 customers recalculate for whichever view is currently selected.
One-click Excel exports
Download cashflow and best-selling items as XLSX, sortable by quantity or margin. Data for a meeting or your accountant without manually pulling it from POHODA.
Overdue-invoice alerts and scheduled reports
The system flags overdue invoices on its own and sends regular email reports. A company/year switch handles businesses running more than one accounting entity.
How a rollout works
We build the dashboards on the chart of accounts, cost centres and activities you already have in POHODA, rolling out gradually without touching how accounting is kept.
Analysing your POHODA data
We map your cost centres, activities and accounting pre-entries, and agree which indicators management actually needs to track.
Dashboard design
We design the layout of the cashflow and sales dashboards, the top-customer and top-product views, and the heatmap around your business model.
Integration and build
We build the reporting layer on top of your POHODA data, set up the company/year switch, and reconcile the numbers against accounting.
Training and evolution
We train management and accounting, set up scheduled email reports and receivables monitoring, and keep developing the dashboards as needs grow.
What your company gains
Reporting isn't one more chart for the monthly meeting. It shows where the company is making money, who owes it money, and where the risk sits.
Current numbers, not a week-old export
The dashboard is calculated directly from POHODA data, so cashflow and sales show exactly where things stand right now.
No more manual reporting
Charts and Excel exports are generated in a click, without re-typing reports from accounting into spreadsheets.
Receivables under control
Automatic monitoring flags overdue invoices before they become a cashflow problem.
Concentration risk made visible
Top 10 customers and the heatmap show how dependent the business is on a handful of large accounts.
Built on your ERP
Reporting isn't another isolated app. It runs on the data you already have in POHODA, with sign-in through your company accounts.