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Our next Distribution Show & Tell is only a few weeks out, on June 14. The topic is: Dashboards.

I’m looking for more people to share Dashboards that you have created that have solved a business problem. Send me a direct message through Community or to my email: debramignola@gmail.com.

If you don’t have anything to show but you’d like to see some great ideas, you won’t want to miss this!

-Debra Mignola 

One thing I tried to solve was to easily see were I’m at with my borrowing base for my line of credit.  I needed to take the aggregate of a % of Inventory + % of A/R.  I did this by using a GL balance inquiry with a new column that takes the balance and multiplies the %.  I did two separate inquiry's for A/R and Inventory.  If I was better at the formulas I could have probably combined these.  

 

 


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