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Dashboards provide real-time visibility into inventory, planning, and operations performance. This guide explains dashboards from a role-oriented perspective.
Don't Hide Menu Items: All users see the same dashboard menu. This guide explains recommended starting points for each role, but you can access any dashboard you have permissions for.
Start here:
Daily workflow:
Start here:
Daily workflow:
Start here:
Daily workflow:
Start here:
Daily workflow:
The planning dashboard shows:
Key Metrics:
The inventory dashboard shows:
Key Metrics:
The operations dashboard shows:
Key Metrics:
The finance dashboard shows:
Key Metrics:
The executive dashboard shows:
Key Metrics:
Configure each widget:
Save custom dashboard layouts:
Problem: Adding too many widgets makes dashboard cluttered and hard to use.
Solution: Focus on key metrics:
How to avoid: Start with essential metrics, add more only if needed.
Problem: Using default dashboard instead of customizing for your role.
Solution: Customize dashboard for your role:
How to avoid: Make dashboard customization part of onboarding.
Problem: Setting up dashboard but not reviewing it regularly.
Solution: Make dashboard review part of routine:
How to avoid: Make dashboard review part of daily workflow.
Problem: Dashboard shows alerts but not acting on them.
Solution: Act on dashboard alerts:
How to avoid: Make alert review and action part of dashboard workflow.
Symptoms: Dashboard not displaying or loading slowly.
Possible causes:
Steps to resolve:
Symptoms: Dashboard metrics not refreshing or showing stale data.
Possible causes:
Steps to resolve:
Symptoms: Widget configuration not saving or lost.
Possible causes:
Steps to resolve:
Symptoms: Unable to add widgets to dashboard.
Possible causes:
Steps to resolve:
Viewing dashboards requires standard user permissions. Customizing dashboards may require additional permissions. Some dashboards may be role-specific. Contact your organization administrator for details.