# 1. Dashboard

#### <span style="color: rgb(35, 111, 161);"><span style="color: rgb(52, 73, 94);"><span style="color: rgb(35, 111, 161);">1.1</span> </span>Dashboard </span>

The Dashboard provides a firm-wide overview of key information across the CTRM system. It allows users to quickly monitor the current trading, financial, and risk position without opening each individual module.

[![image.png](http://wiki.lalco.la/uploads/images/gallery/2026-08/scaled-1680-/image.png)](http://wiki.lalco.la/uploads/images/gallery/2026-08/image.png)

Key indicators :

- Open Trades
- Unrealized P&amp;L
- 1-Day VaR (95%) (Max expected Loss
- Limit Breaches
- Receivable Outstanding
- Counterparties
- Commodities
- Unrealized P&amp;L by commodity

**Key Characteristics :**

- <span style="color: rgb(0, 0, 0);">AI Desk Commentary :</span> Generates a natural language summary of the current book based on the metrics displayed on the dashboard.

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#### <span style="color: rgb(35, 111, 161);">1.2 Reports </span>

The **Reports** module allows users to generate and download key management, trading, risk, settlement, and inventory reports. The reports can be downloaded in Pdf

[![image.png](http://wiki.lalco.la/uploads/images/gallery/2026-08/scaled-1680-/4nLimage.png)](http://wiki.lalco.la/uploads/images/gallery/2026-08/4nLimage.png)

**Available Reports:**

- <span style="color: rgb(0, 0, 0);">Management Summary: </span>Firm wide KPIs, P&amp;L, Risk and settlement information
- <span style="color: rgb(0, 0, 0);">Trade Blotter: </span>Overall view of recorded trades, including the trade side (Buy/Sell), quantity price, and current status.
- <span style="color: rgb(0, 0, 0);">P&amp;L / Valuation:</span> Mark-to-market values and unrealized P&amp;L by position.
- <span style="color: rgb(0, 0, 0);">Risk Report: </span>Positions, exposure, VaR, and stress information
- <span style="color: rgb(0, 0, 0);">Settlement(AR/AP): </span>Invoices, paid amounts, and outstanding balances.
- <span style="color: rgb(0, 0, 0);">Inventory: </span>Current physical inventory by facility.

**Key Characteristic:**

- Regulatory reports are handled separately through the **Regulatory module**, which can be accessed directly from the Reports page.

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#### <span style="color: rgb(35, 111, 161);">1.3 Sales Reports</span>

The **Sales Reports** module provides sales-related reporting based on a selected time period.

[![image.png](http://wiki.lalco.la/uploads/images/gallery/2026-08/scaled-1680-/PfTimage.png)](http://wiki.lalco.la/uploads/images/gallery/2026-08/PfTimage.png)

**Report Views :**

1. <span style="color: rgb(0, 0, 0);">Revenue projection </span>  
    Displays projected revenue by trader and period, including the weighted value, raw value, and number of deals.   
    [![image.png](http://wiki.lalco.la/uploads/images/gallery/2026-08/scaled-1680-/0Zwimage.png)](http://wiki.lalco.la/uploads/images/gallery/2026-08/0Zwimage.png)
2. <span style="color: rgb(0, 0, 0);">Activity   
    </span>Displays the number of records related to Deals, Leads, Companies, Contacts, Activities [![image.png](http://wiki.lalco.la/uploads/images/gallery/2026-08/scaled-1680-/pUcimage.png)](http://wiki.lalco.la/uploads/images/gallery/2026-08/pUcimage.png)
3. <span style="color: rgb(0, 0, 0);">Trade Detail </span>  
    Individual trades recorded and main information related to each trade. Including **Ref, Date, B/S, Commodity, Company, Qty, Price, Notional, Status, Trader, Latest Note, Next Step**  
    [![image.png](http://wiki.lalco.la/uploads/images/gallery/2026-08/scaled-1680-/DA2image.png)](http://wiki.lalco.la/uploads/images/gallery/2026-08/DA2image.png)
4. <span style="color: rgb(0, 0, 0);">Pipeline Log   
    </span>Chronological record of activities and changes made within the sales pipeline. Helps to see What happend (Event), When it happend (When) and who performed the action (Actor) and the description.   
      
    [![image.png](http://wiki.lalco.la/uploads/images/gallery/2026-08/scaled-1680-/Kknimage.png)](http://wiki.lalco.la/uploads/images/gallery/2026-08/Kknimage.png)
    
    Reports can be filtered by :

- From Date
- To Date
- Group by (Monthly, Weekly, Daily)
- Last 7 Days
- Last 30 Days
- Last 90 Days