WordPress.org

Taiwan 正體中文

取得 WordPress
WordPress.org

Plugin Directory

Ultimate Business Dashboard

Ultimate Business Dashboard

由 Ziyad Bachalany 開發
下載

外掛說明

🚀 Ultimate Business Dashboard transforms your WordPress dashboard into simple, functional, and practical financial dashboard for business owners and entrepreneurs. Integrate with Dext for automatic invoice imports via Zapier, or manually upload invoices from any source using flexible CSV files. Track revenues, expenses, and key financial ratios with ease, and visualize your performance with interactive pie charts.

With Ultimate Business Dashboard, take control of your finances like never before:

  • Know your numbers instantly: Track your business performance month by month, year by year, and spot profitability or losses at a glance. Say goodbye to the trap of relying on cash flow alone, which misleads many entrepreneurs until it’s too late.
  • Slash costs with confidence: Pinpoint and optimize expenses to boost your bottom line, keeping your business lean and thriving.
  • Turn invoices into insights: Transform tedious invoice management into clear, actionable reports and dashboards that make steering your business a breeze.

Empower your business with simple, smart financial tools—start today in your WordPress dashboard!

Learn more at Tulipe Media.

Features

  • Invoice Management: Import, view, categorize, edit and manage invoices from Dext or custom CSV files for streamlined bookkeeping.
  • Ratios & Reports: Generate detailed financial reports with metrics like gross margin, net margin, payroll ratio, and break-even point, visualized with pie charts for actionable insights.
  • Dext Integration: Seamlessly import invoices from Dext using Zapier webhooks or CSV exports to save time.
  • Custom CSV Imports: Import invoices from any source with a flexible CSV format for maximum compatibility.
  • Financial Tracking: Enter monthly revenues, costs, taxes, and amortizations to monitor your business performance effortlessly.
  • Category Management: Assign categories to invoices and tag them as Fixed, Variable, or None for precise cost analysis and better budgeting.
  • Spread Functionality: Spread invoice costs over multiple months or amortize investments for accurate financial planning and forecasting.
  • User Management: Assign custom roles (Viewer, Editor, Manager) to control access and permissions for dashboard features, ensuring secure and tailored user experiences.
  • Settings Management: Easily reset or uninstall the plugin with full control over data retention for a worry-free experience.
  • Responsive Design: Fully responsive interface for desktop and mobile devices, ensuring accessibility anywhere.

Who’s This For?

  • Business Owners looking to streamline financial management, such as bakeries, coffee shops, restaurants, retail shops and associations.
  • Freelancers needing a simple tool to track invoices and expenses.
  • Firms seeking actionable financial insights without complex software.

Contribute

GDPR Compliance

Ultimate Business Dashboard stores invoice data locally in your WordPress database. When using Zapier or Dext for automatic imports, data is processed by these third-party services. Ensure your Zapier and Dext accounts comply with GDPR by reviewing their privacy policies at Zapier and Dext. The plugin provides “Delete Data on Uninstall” and “Reset Data” options in the “Settings” page to remove all locally stored data (e.g., invoices, categories) from your WordPress database, supporting GDPR’s right to erasure. For data processed by third-party services like Zapier or Dext, you must manage deletion directly through their platforms.

Credits

Developed with ❤️ by Ziyad Bachalany and contributors.

Support

Need help? Visit our support page for documentation and FAQs, or ask the community on WordPress.org.

License

This plugin is licensed under GPLv2 or later.

螢幕擷圖

  • Dashboard Overview (screenshot-1.png): View monthly and annual financial summaries with expandable details.
  • Invoices Management (screenshot-2.png): Manage, categorize, and spread invoice costs with a searchable and paginated table.
  • Data Input (screenshot-3.png): Enter monthly financial data (revenues, costs, taxes) for accurate tracking.
  • Financial Insights (screenshot-4.png): Analyze key metrics with interactive pie charts and comparison tools.
  • Dext Import (screenshot-5.png): Upload Dext CSV files with a clear template and validation.
  • Other Import (screenshot-6.png): Import invoices from any source using a custom CSV format.
  • Category Management (screenshot-7.png): Assign Fixed, Variable, or None types to categories for cost analysis.
  • Zapier Setup (screenshot-8.png): Configure automatic imports from Dext via Zapier webhooks.
  • Settings Management (screenshot-9.png): Configure plugin options and control data retention during uninstallation.

安裝方式

  1. Ensure your site runs WordPress 5.5+ and PHP 7.4+.
  2. Upload the ultimate-business-dashboard folder to /wp-content/plugins/ or install via the WordPress Plugins dashboard.
  3. Activate the plugin through the Plugins menu in WordPress.
  4. Navigate to Business Dashboard from the WordPress menu.
  5. Go to “Setup Zapier” (requires a Dext and Zapier account) to configure automatic imports, or use “Dext Import” to upload a CSV file. For other sources, use “Other Import” to upload a custom CSV file.
  6. Enter financial data in the “Data” page for revenues, costs, taxes, and amortizations.
  7. Explore financial metrics and charts in the “Ratios & Reports” page to gain insights into your business performance.

常見問題集

Do I need a Dext account to use this plugin?

No, while the plugin integrates seamlessly with Dext via Zapier or CSV imports, you can use the “Other Import” feature to upload invoices from any source using a custom CSV format.

What is the CSV format for imports?

Required columns: Receipt ID, Type, Date, Supplier, Category/Compte, Net Amount, Tax Amount, Total Amount, and optional Invoice Number. Check templates on the “Dext Import” or “Other Import” pages.

How do I set up automatic imports with Zapier?

Go to the “Setup Zapier” page, copy the webhook URL, and create a Zap in Zapier with Dext as the trigger (e.g., “New Receipt”) and the webhook as the action. Follow the instructions at Tulipe Media.

How can I manage my business finances without a Dext account?

Manually import your invoices each month using the “Other Import” feature with a custom CSV format. This allows you to track your profitability month by month and make informed decisions about your business performance.

Can I spread invoice costs over multiple months?

Yes, in the “Invoices” page, select “Spread Charges” or “Investment (Amortized)” for any invoice, specify the number of months, and set a start date.

Is the plugin mobile-friendly?

Yes, the plugin features a responsive design, ensuring all pages (dashboard, invoices, reports) are usable on mobile devices.

Can I delete my data?

Yes, in the “Settings” page, enable “Delete Data on Uninstall” to remove all plugin data when deactivating the plugin. You can also use the “Reset Data” option to clear all data without uninstalling, giving you full control over your information.

使用者評論

這個外掛目前沒有任何使用者評論。

參與者及開發者

以下人員參與了開源軟體〈Ultimate Business Dashboard〉的開發相關工作。

參與者

將〈Ultimate Business Dashboard〉外掛本地化為台灣繁體中文版

對開發相關資訊感興趣？

任何人均可瀏覽程式碼、查看 SVN 存放庫，或透過 RSS 訂閱開發記錄。

變更記錄

1.3 – 4 June 2025

  • Added: New option to group categories by accounting code in Settings, ensuring invoices from the same expense account are assigned to a single category, regardless of the category name, facilitating standardized accounting plans.
  • Added: A new dropdown to edit the type field for invoices.
  • Added: Merge multiple categories to consolidate invoices.
  • Improved: Manual (Dext/Other CSV) and automatic (Dext via Zapier) imports to support accounting code grouping, ensuring new invoices use existing categories with matching codes when the option is enabled.
  • Improved: Categories in the financial dashboard for monthly and annual tables are now sorted alphabetically by name, enhancing readability.

1.2 – 29 May 2025

  • Added: Editable fields for “Tax” and “Total Amount” on the Invoices page, with automatic calculation of “Net Amount”.
  • Added: Support for negative values to handle credits.

1.1 – 27 May 2025

  • New: Added an option in Settings > Uninstall Settings to choose whether plugin data is deleted when uninstalling from the Plugins page.
  • New: Added a warning message on the Plugins page when data deletion is enabled, with a link to change the setting.
  • New: Added a new admin page to manage user access to Ultimate Business Dashboard features and assign custom roles (Viewer, Editor, Manager).

1.0 – 20 May 2025

  • Initial release.
  • Added invoice management with categorization and spread functionality.
  • Integrated Dext via Zapier webhooks and CSV imports.
  • Supported custom CSV imports for any source.
  • Introduced financial tracking for revenues, costs, and taxes.
  • Implemented detailed financial reports with Chart.js pie charts.
  • Enabled responsive design for mobile and desktop.
    Stay tuned for future updates with new integrations and enhanced analytics!

中繼資料

評分

這個項目尚無任何評論記錄。

新增使用者評論

查看全部使用者評論

技術支援

使用者可在技術支援論壇提出意見反應或使用問題。

檢視技術支援論壇

贊助

想要支援這個外掛的發展嗎？

贊助這個外掛