Beehive

Problems:

1. The client needs to track projects and turnovers separately for 2 locations.

2. An interface is required for easy project entry, including adding and duplicating projects, with monthly cash flow and cumulative sales tracking.

3. Location-based and role-based permissions are needed, along with a simple interface for managing users, categories, and statuses.

Solutions:

1. Separate Report ****and Cashflow pages track projects and turnovers independently for 2 locations.

2. Users can add new projects with a “+” button or duplicate existing ones for quick editing, with manual entry directly in the table fields.

3. Cashflow is tracked monthly based on location and user input, with Sales automatically updating by adding the cashflow to the month’s starting balance.

4. Role-based permissions control who can view reports and who can access cashflow data within each location, ensuring users only see relevant information.

Benefits:

1. Data Synchronization with SQL Server: Seamless integration with SQL Server ensures that all project data, including monthly expenses and income, is consistently updated and accessible in real-time.

2. Comprehensive Financial Overview: Users can easily view total cashflow, monthly expenses, income, and closing balances in two locations by switching between the menu options, enabling better financial management and forecasting.

3. Advanced Search Functionality: A search option allows users to quickly find specific projects or financial records, enhancing the overall user experience.

4. Customer Management: The Hosts tab lists all customers along with their domains, facilitating effective client management and organization.

5. Visual Financial Reports: Reports feature bar charts that clearly illustrate budget vs. actual sales achieved, allowing users to easily assess performance against targets.

6. Dynamic Side Menu: The side menu can be collapsed or expanded with a click of an arrow, optimizing screen space and improving navigation within the app.

Key Features

1. SQL Server Integration: Data is synchronized in real-time with SQL Server, ensuring consistent access to project and financial information.

2. Collapsible Side Menu: The side menu can be easily expanded or collapsed, optimizing screen space and improving user navigation.

CashFlow

1. Comprehensive Financial Dashboard: The Cashflow Tab displays total cashflow, monthly expenses, income entries for each month, and closing balances for quick financial overviews.

2. Entry Management in Cashflow Tab: Users can add new entries, duplicate existing entries, and delete entries as needed. Each entry allows for notes, which are synced with the SQL database.

3. Monthly Income and Expense Calculations: Users can enter income and expenses for each month, with calculations automatically updating to reflect total income and expenses.

4. Closing Balance Management: Closing balances for each month are shown as the opening balance for the next month, providing a continuous financial overview.

5. Month Switching Functionality: Users can easily switch between selected months within the chosen year, allowing for detailed financial tracking.

6. Allows users to quickly find specific projects or financial records, enhancing navigation and usability.

7. Year Selection Dropdown: Enables users to filter reports by year, providing insights into financial trends and performance over time.

Report

1. Generates user-wise charts that display budget vs. sales, showing data for the present month and total for the year, facilitating performance assessment.

Host

1. Lists all customers and their associated domains for organized client management.