Credit Management
Overview of customer credit accounts and payment status
Action Required:
{{ credit_management.overdue_count }} overdue payment{% if credit_management.overdue_count != 1 %}s{% endif %}
totaling KES {{ credit_management.total_overdue|floatformat:2|intcomma|default:"0.00" }}
{% endif %}
{% if credit_management.top_outstanding %}
| Customer | Due Date | Location | Status | Amount |
|---|---|---|---|---|
| {{ item.customer_name }} |
{{ item.due_date|date:"M d, Y" }}
{% if item.is_overdue %}
({{ item.days_outstanding }} days late) {% endif %} |
{{ item.location }} | {% if item.is_overdue %} Overdue {% else %} Current {% endif %} | {{ item.amount|floatformat:2|intcomma }} |
Excellent! No outstanding credits at this time.
{% endif %}
| Total Outstanding | KES {{ credit_management.total_outstanding|floatformat:2|intcomma }} |
| Overdue Amount | KES {{ credit_management.total_overdue|floatformat:2|intcomma }} |
| Customers with Credit | {{ credit_management.customers_with_credit }} |
Sales Performance
Your sales metrics and top-performing products this week
Total Revenue
KES {{ sales_performance.total_revenue|floatformat:0|intcomma }}
{% if sales_performance.growth_percentage >= 0 %}▲{% else %}▼{% endif %}
{{ sales_performance.growth_percentage|floatformat:1 }}% vs last week
Total Profit
KES {{ sales_performance.total_profit|floatformat:0|intcomma }}
{% widthratio sales_performance.total_profit sales_performance.total_revenue 100 as margin %}
Margin: {{ margin|floatformat:1 }}%
{{ sales_performance.total_sales }}
Transactions
{{ sales_performance.avg_sale_value|floatformat:0|intcomma }}
Avg Sale
{{ sales_performance.prev_week_revenue|floatformat:0|intcomma }}
Last Week
{{ sales_performance.commissions.sales_count }}
Commissions
Top Selling Products
| # | Product | Category | Units | Revenue |
|---|---|---|---|---|
| {{ forloop.counter }} | {{ product.name }} | {{ product.category }} | {{ product.units_sold }} | {{ product.revenue|floatformat:0|intcomma }} |
No sales recorded this week
{% endif %}
{% if sales_performance.sales_by_location %}
Sales by Location
| {{ location.location }} | {{ location.sales_count }} sales | {{ location.revenue|floatformat:0|intcomma }} |
Expenses
Business expenses breakdown for this week
| Total Expenses This Week | KES {{ expenses.total_expenses|floatformat:2|intcomma }} |
| Previous Week | KES {{ expenses.prev_week_expenses|floatformat:2|intcomma }} |
| Change | {% if expenses.change_percentage >= 0 %}+{% endif %}{{ expenses.change_percentage|floatformat:1 }}% |
Top 10 Expenses
| # | Description | Category | Date | Amount |
|---|---|---|---|---|
| {{ forloop.counter }} | {{ expense.reason }} | {{ expense.category }} | {{ expense.date|date:"M d" }} | {{ expense.amount|floatformat:2|intcomma }} |
By Category
| Category | Transactions | Total Amount |
|---|---|---|
| {{ cat.category }} | {{ cat.count }} | {{ cat.amount|floatformat:2|intcomma }} |
No expenses recorded this week
{% endif %}
Inventory Alerts
Stock levels requiring attention
Critical Alert:
{{ inventory_alerts.out_of_stock_count }} product{% if inventory_alerts.out_of_stock_count != 1 %}s{% endif %} out of stock
{% endif %}
{% if inventory_alerts.low_stock_items %}
Low Stock Items
| Product | Category | Quantity | Est. Value |
|---|---|---|---|
| {{ item.name }} | {{ item.category }} | {{ item.quantity }} left | {{ item.estimated_value|floatformat:2|intcomma }} |
Out of Stock
| Product | Category | Status |
|---|---|---|
| {{ item.name }} | {{ item.category }} | Out of Stock |
Excellent! All inventory levels are within acceptable ranges.
{% endif %}