We are having 4 branches. And the management would like to see data like below.
I previously made the report in excel, and calculate each value speparately and fill in the cell.
Now, they’d like to see it on dashboard.
Can anyone give me some ideas, just ideas.
Like which widget is the best way to select, I am thinking of score KPI
and How can I set the data source, in my opinion , I have to write at least 2 GI, 1 is to count the Inventory value, 2 is to count the sales total and margin.
|Inventory Total Value||Last Month Sales Total||Margin%|
Best answer by ray20
To my friend and anyone who are interesting in dashboard.
here is what I have done.
I’ve tried to use 1 widget to display the data, but I failed.I can hardly link the data in 1 GI. SO I used 2 widget in a row.
1, I am using donut chart to display the inventory total value.
The data source is from GLHistory, it would be quick to get the data.
2, I am using a Table to display the sales and profit margin.
The data source is from ARTran.
Fields “NetsalesAmount” and “Cost” are quite helpful, because they are postive when typed Inivoice and Negative when typed CRM.