Finance and Purchasing Dashboard

The brief

The business needed a clearer way to understand purchasing, supplier spend, till income, bank movement and product reordering. The data existed, but it was scattered across supplier invoices, HTML exports, PDF invoices, bank CSV files and sales reports.

The solution was a Laravel and Filament admin system that pulled those documents into one place and turned them into useful operational dashboards.

What the system handled

• Supplier order imports from HTML files.
• Cash-and-carry invoice imports from PDF files.
• Bank transaction imports from CSV exports.
• Sales report imports with monthly quantity and value metrics.
• Product-level purchase history, price movement and reorder warnings.
• Director loan tracking and monthly movement charts.
• Sales-to-bank reconciliation, including cash expected, cash banked and unexplained timing gaps.
• Charts and tables for spend by supplier, product group, category and month.

Turning awkward files into useful data

A lot of small-business admin still arrives as exports rather than clean APIs. This project parsed real-world files, normalised product lines, stored prices in pennies, updated repeat imports safely, and categorised bank transactions into useful groups.

That meant the business could stop manually comparing PDFs, bank statements and sales reports just to answer basic questions like:

• What have we spent this month?
• Which products have increased in price?
• Which regular items have not been reordered?
• Does bank income line up with till sales?
• How much cash is still expected?

Filament dashboard work

The Filament admin area gave the business a practical reporting surface: import pages, global dashboard widgets, supplier dashboards, reorder planning tables, financial summary panels and reconciliation stats.

This is a good example of where a custom admin dashboard beats a spreadsheet. The data is still familiar, but the repeated work is automated and the important exceptions are brought to the top.

The value

The system helped turn purchasing and finance admin into a repeatable workflow. Instead of waiting for manual spreadsheet checks, the business could import the latest files and immediately see trends, anomalies, bank position and reorder risks.

For similar clients, this kind of build can start small: one supplier import, one bank import, one dashboard. From there, it can grow into a proper operational finance tool without forcing the business to change every process at once.