Dashboard

Dashboards are used to summarise and clearly present large amounts of data. The building blocks used for this can be diagrams, tables and charts. metrics trade. The sources of this data can be distributed from different applications and databases. The mapped data can often be changed selectively (in so-called dynamic dashboards) in order to observe the changes to the other data in the dashboard.

On Dashboard in SAP Business One is a visual interface for visualising key business figures, diagrams and reports. It provides real-time access to transactional data and enables intuitive analysis and control of business processes.

Function and benefits

Presentation of business data in Bar, pie or line charts
Central overview of KPIs, open documents, sales, expenditure or stock levels
Supports quick decisions through Visual preparation more complex information
Can be integrated into the Cockpit as a personal control centre

Types of dashboards

1. pervasive dashboards

Show top customers or budget deviations, for example
Integrated in base data- or document window
Support "Insight to Action" - Direct actions from the analysis

2. advanced dashboards

Complex analyses with multiple pages and customer filters
Extension of Pervasive Dashboards with additional KPIs

3. dashboard widget

Widget in the main menu or cockpit
In SQL-versions via the integration framework connected

Standard dashboards

SAP Business One delivers Nine predefined dashboardsamong others for:

finance
sales
Purchasing
Stock
"Customer 360" - a comprehensive customer overview on four tabs

Dashboards in the Web Client

Home page with tile view ("My Home")
Diagrams for suppliers, stock, financial analysis or offers
Quick access to "Overview Screens" as a starting point for in-depth analyses

Management and customisation

Processing via Extras - Cockpit - Cockpit management
Add, remove, move or scale widgets
Cockpits created as Save template and make it available to other users
Fiori cockpits in HANA systems selectable via icon group

Technical basis

SQL systems: Connection via Integration Framework
SAP HANA systems: Utilisation of the Dashboard Designers with analysis and calculation views

Example: "Customer 360" dashboard

Four views (general, sales, order fulfilment, receivables) with interactive KPIs and actions directly from the business partner master data.

Note

The use of dashboards requires maintained data and corresponding user rights. Customised dashboards can be developed specifically on the basis of SQL queries or HANA analysis views.