user guide update

Author: EhfazAdnan

docs/comfortaccounting/how-to-install.md

@@ -10,7 +10,7 @@ card: "article"
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 # How to Install
 
-The core plugin name is **“Comfort Accounting”** and our pro addon names are **“Comfort Accounting Frontend”**, **"Comfort Accounting Reports"** & **"Comfort Accounting Woo"**.
+The core plugin name is **“Comfort Accounting”** and our pro addon names are **“Comfort Accounting Frontend (Pro)”**, **"Comfort Accounting Reports (Pro)"** & **"Comfort Accounting Woo (Pro)"**.
 
 ## How to install any plugin
 

docs/comfortaccounting/user-guide/dashboard.md

@@ -8,4 +8,47 @@ site_name: "Comfort ERP"
 image: "https://comforthrm.com/assets/images/seo.png"
 card: "article"
 
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+---
+
+# Dashboard
+
+The Global Dashboard serves as the **central hub** for managing and monitoring your accounting system. It provides a comprehensive overview of key metrics, quick access to important data, and graphical representations of your financial status. Users can **filter the displayed information** by agency and month, ensuring a personalized and focused experience.
+
+## Key Features ##
+
+**Dashboard Overview**:
+The Dashboard Overview provides a quick summary of your accounting system's key components, offering users a **snapshot of critical data**.
+
+**Quick Information**:
+The Quick Information section displays concise summaries by graphs of key components, helping users stay informed without needing to navigate through multiple sections.
+
+**Latest Information**:
++ This section shows the most recently added agencies in your system.
++ Displays the most recent **10 income entries** with details.
++ Shows the most recent **10 expense entries**, including details.
+
+## Graphs ##
+The Graphs section **visually represents** your financial data, making it easier to understand trends and make informed decisions.
+
+**Available Graphs**:
++ **Monthly Income/Expense Overview**: Displays a comparative analysis of income and expense trends.
++ **Income/Expense by Accounts Overview**: Highlights total trends over the selected month's duration. This graph provides insights into your Monthly Income categorized by account type, such as cash or bank.
+
+**Benefits**:
++ Helps track which accounts contribute most to your income.
++ Viewable as a detailed graph on the dashboard.
++ Allows you to monitor spending patterns and account utilization.
++ Supports informed financial planning by **categorizing expenses** effectively.
+
+## Filtering Options ##
+All dashboard data can be filtered to provide a more focused view based on:
++ **Agency**: Select a specific agency to view relevant data.
++ **Month**: Choose a particular month and year to **filter data** and graphs.
+
+## Use Case Scenarios ##
++ **Track Monthly Income and Expenses**: View how much income and expense occurred for a **specific month**, categorized by cash or bank accounts.
++ **Monitor Latest Activities**: Quickly check recent income and expense logs without navigating away from the dashboard.
++ **Agency-Specific Data**: Filter all graphs and logs by agency to analyze its financial health independently.
++ **Plan Financial Strategies**: Use the Income/Expense Overview and account-based categorization to develop effective budgeting strategies.
+
+This Dashboard is designed to provide all necessary accounting insights in one place, ensuring users can efficiently manage and monitor their financial operations.