Mrfqy BI · Executive Dashboard

The executive desk your CFO bookmarks

Six separate routes — overview, P&L, cash, pipeline, workforce, and group — each with real KPIs from Finance, CRM, HR, and Company Groups.

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Mrfqy BI · Executive

6 section routes

Open inv.

Paid rev.

EGP 2.4M

Employees

Quotes

Cash boxes

Work orders

7-day POS revenue

2 invoices past due · 4 leave requests pending

Executive dashboard ships inside the Mrfqy BI capability pack — toggle it in ERP Settings → Apps or enable the full pack at signup.

Owners and finance leaders stop chasing screenshots. Every section pulls from the same books spine as invoices, cashboxes, opportunities, payroll, and holdings rollup.

Six desks. Zero buried tabs.

Phase 124 rule: each executive view is its own route — shareable, deep-linkable, and built for board prep.

Overview

One pulse across revenue, cash, pipeline, and people.

7-day POS revenue trend
MTD net income snapshot
Alerts for overdue invoices and pending leave

/executive-dashboard/overview

P&L pulse

Month-to-date profit & loss on live journal lines.

Revenue vs expenses vs net income
Prior-month net change %
Top revenue and expense accounts

/executive-dashboard/pnl

Cash & treasury

Every cashbox and gateway desk in one view.

Total balance across active cashboxes
Balance split by cash vs bank
Recent treasury transactions

/executive-dashboard/cash

Commercial pipeline

CRM opportunities, quotes, and AR aging together.

Weighted pipeline by CRM stage
Open quotes and invoice outstanding
AR aging buckets 0–90+ days

/executive-dashboard/pipeline

Workforce

Headcount, attendance, leave, and latest payroll.

Active vs inactive headcount
Checked-in today and pending leave
Department breakdown + last payroll run

/executive-dashboard/workforce

Group rollup

Holdings BI when Company Groups is enabled.

Per-entity 7-day revenue leaderboard
Consolidated open invoices
Parent / subsidiary relation labels

/executive-dashboard/group

Live on your books — not a slide deck

Every metric reads from the same ERP spine your operators use daily.

Finance journals
P&L and cash tie to chart accounts, cashboxes, and paid invoices.
CRM opportunities
Pipeline stages and weighted value from real opportunity records.
HRM & payroll
Headcount, attendance, leave queues, and payroll run totals.
Company Groups
Multi-entity rollup when holdings links stores in a group.

Mrfqy BI · Executive

6 section routes