All modules
// 27ERP · Add-on
Dashboard & Reports
Open the app and see how the period is going, your own work, what needs doing and what just happened. Behind it: sales, receivables aging, inventory, purchasing, margin and pipeline reports with CSV export. The hand-off to QuickBooks — a CSV bundle or the Online sync — lives in its own module.
// 01
A morning view of the business, and twenty-two reports behind it.
What the Dashboard & Reports add-on does in 27ERP today.
- Morning dashboard: revenue, open receivables, pipeline value and open estimates for 7 days, month, quarter or year to date
- A revenue chart against the prior period, your assigned tasks, and recent activity
- A needs-attention list built from your records: unsent invoices, overdue invoices, untouched leads — each leaves the list when it is dealt with
- Sales, A/R aging, inventory, purchasing, margin and pipeline reports
- CSV export on every report
- Accounting hand-off through the QuickBooks Sync & Accounting module: a CSV bundle for the accountant, or a sync into your own QuickBooks Online company when you choose to send
// 02 · Screens
Dashboard & Reports in 27ERP
// 03 · Works with
Connected modules
Documents in this module link to the ones they came from and the ones they create.
Running in production for ICP Miami · 27nodes
// Boca Raton, FL · Columbus, OH → nationwide
See Reports with your own data
A 30-minute walkthrough on the platform, using your real records, and a straight answer on where a custom rule would go.
Rather talk it through? Call today: (380) 270-2095