Every organisation in Synergist has its own dashboard page. This shows several dashboards present on other dashboard pages, but filtered to only include this organisation's data
The Financial summary and Invoice forecast panels are the same as those displayed on the Management dashboard. For more information see this article.
The Sales information panel only appears on the organisation dashboard and shows the turnover and investment figures for this organisation along with any opening balance used in the calculation. Turnover and investment can be re-calculated for all organisations in Utilities > Re-process. Re-calculating turnover allows you specify a period and works out the total billed amount. Re-calculate investment is always from a date in the past to the current date. Closed phases (only) dated after the date specified are included and the investment on each is calculated and summed.
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