Management Dashboard
Overview
Readysell's dashboard feature can be setup individually for each user. The management dashboard is intended to give you key actionable information about your business. The actionable metrics are some of the key pieces of information you should be looking at on a regular basis. If you click on any actionable metric item, a help screen will expand that explains how to use the information on that metric. The colour codes on the actionable metrics are just a starting point. You can change the colours yourself. You can also add now graphs and reports to the management dashboard.
Some Key actionable metrics
Sales Value (ex tax) by Month (Last 12 Months Vs Previous to Last 12 Months)
This chart works off the Cube 'Sales by Day'. This cube runs nightly.
The charts works off the KPI definition which is defined futher in Administration>KPI Definitions>Sales Value (Ex Tax) by Month.
Runs for the last 12 months for each period with a value ex tax and comparative to previous year.
The data that comes from the "Sales by Day" cube. The data in this cube comes from Sale Invoices (by default), however it is possible to populate this cube form Sale Shipments instead. This is done by setting the "SALES-CUBES-FROM-INVOICES" system reference to "False".
Please take the time to read up on each of the actionable metrics. See:
Changing the colour coding of your actionable metrics
The colours on your actionable metrics are controlled by a set of system references. You can change the colour codes to suit your business. See:
Changing the colour codes on your actionable metrics
Adding to the dashboard
There is a "Dashboard Manager" button that displays at the top of the screen near the left of the toolbar when a dashboard is displayed. This button lets you change and add things to dashboards. This is in trial mode at the moment, so it is not covered by support as yet. But many of our customers are using it. It give you access to the dashboard designer. See:
See also
Setting up User to access a startup Dashboard
Using roles to restrict access to dashboards