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Dashboard design--Branch comparision

  • 22 April 2021
  • 5 replies
  • 36 views

Userlevel 5
Badge +2

Hello,

    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%
Branch1      
Branch2      
Branch3      
Branch4      
icon

Best answer by ray20 22 April 2021, 13:39

@Naveen B 
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.
Note:

Fields “NetsalesAmount” and “Cost” are quite helpful, because they are postive when typed Inivoice and Negative when typed CRM. 

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5 replies

Userlevel 6
Badge +3

Hi @ray20 I’m NOT that expert in creating of dashboards but I can suggest based on my knowledge.

If you choose Scorecard KPI, then you may need to create several dashboards with 2 GIs. Instead of Scorecard KPI, if you create the “Chart” dashboard then you need to create only 2 dashboards with 2 GIs  just like below.

 

I have created sample GI for Sales Total and created a Chart dashboard, this way you can see the Sales Total based on the Branches. 

Example:

Sales Total GI, with 2 branches


Created a Chart Dashboard for this GI.



Hope that helps!!

Userlevel 5
Badge +2

@Naveen B 
Thank you for your always warm hands.
Do you konw where to get the monthly aggreation sales figure?
Although I can get the total figure by counting the ARtran, but is there a place I can get the figure directly?

Like the Inventory total, I do not need to count all items
I can get the total value in  GLHistory with AccountiD= “Inventory”,

Userlevel 6
Badge +3

@ray20  We worked on the same requirement to get the Total Sold for each item but NOT on the monthly basis. For that, we brought the values from the ARTran table 

Userlevel 5
Badge +2

@Naveen B 
Hello, I’ve found a table INItemSalesHist, it is supposing to have the sales data by period aggregated.

But, unfortunately, the system has some bugs that the data in the table INItemSalesHist is not accurate.

For example, the below should have sales value, but unfortunately the system failed to record.

 

 

 

So, we can not use this table to do the calculation. even just for a whole period. Unfortunately, NO.

We can only get data from ARtran, I assume.

Userlevel 5
Badge +2

@Naveen B 
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.
Note:

Fields “NetsalesAmount” and “Cost” are quite helpful, because they are postive when typed Inivoice and Negative when typed CRM. 

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