Personalized dashboards in SAP Business One
One of the major advantages of SAP Business One is being able to see company data in real time. No longer do you have to manually compile reports at the end of the month: the SAP Business One dashboards are always up to date.
SAP Business One dashboards are created so that SAP Business One users can view and compare all the data important to them at a glance.
Dashboards use pleasing visual elements such as graphs, bar graphs or pie charts instead of tables because the information from them can be absorbed and interpreted faster by the human brain.
The SAP Business One dashboards are not static pages: when you click on one of the visuals, you are directed to detailed reports on specifically that topic. Also, the dashboards are refreshed in real time, without you having to save or reload anything. This way you always have the most recent data in front of your eyes!
What SAP Business One dashboards are there?
SAP Business One offers you several standard dashboards. These dashboards are ready for you as soon as you start using SAP Business One, but they can also be customized if required. The following dashboards, among others, are available to you:
- Outstanding items
- Service call status
- Sales performance and analytics
- Open offers
- Cash flow forecasts
What are the benefits of an SAP Business One dashboard?
As mentioned, SAP Business One dashboards provide real-time insight into the progress of your business and its performance at a glance. But there's more!
- Discover and analyze data-driven trends and patterns
- Monitor KPIs and intervene where necessary
- Predict customer behavior and anticipate it
- Discover where your business can run more efficiently
- Gain visibility into individual employee, team and site performance
- Base management decisions on real and actual data, rather than gut feeling.
New insights
Unique to SAP Business One dashboards is the ability to use them to "predict" the near future. Once you have compiled a dashboard that shows certain metrics from the past on one, you can easily extend the period into the future to get a prediction of your business based on the historical data. SAP Business One's so-called predictive dashboards take into account seasonality, trends and other fluctuations.
By the way, these insights don't just apply to managers or executives, but to everyone in the workplace! Personalized dashboards allow employees to view and improve their own productivity and efficiency.
Can I also build my own SAP Business One dashboard?
Yes you can! As a business user, you can use the "Pervasive Analytics Designer" functionality in SAP Business One to create a personalized dashboard with data relevant to you.
The big advantage of SAP Business One dashboards is that you do not need to have any IT knowledge to put these dashboards together. It's all a matter of a few clicks....
- When you choose "New dashboard," you can then drag and drop the data you want in it into the dashboard.
- For each graph, statistic or table, you can specify what you want on the horizontal and on the vertical axis.
- In many cases, you can also further specify the data by date, time, location or business unit.
- Do the displayed data give too little insight? Then it is always possible to change their display. Turn it into a pie chart, for example, or a bar chart.
- After you click Save, your new dashboard is saved. Don't forget to add the dashboard to your favorites so that your dashboard is always at your fingertips.