Dashboards Product Guide

 

$20.00
SKU: DOCS-XTDASH-PRODGUIDE

Learn to install and maintain the Dashboards extension package for xTuple ERP with this downloadable document suitable for printing.

Dashboards

What are xTuple Dashboards?

The new xTuple Dashboards commercial extension adds Dashboards throughout the xTuple ERP+CRM desktop client that feature Key Performance Indicator (KPI) charts and visualizations. Using xTuple Dashboards, you can get an immediate overview of how your business is running.

Dashboards have been added to most of the Workbench windows you use on a daily basis such as the Customer Workbench, Vendor Workbench, Item Workbench, A/R Workbench and A/P Workbench. On each of these windows, when you open them and select a record, a Dashboard tab will load displaying KPI charts and visualizations for that record. If you are using the popular xTuple Desktop extension, xTuple Dashboards also adds a personal My Dashboard for each user of the system. Each user’s My Dashboard is private to the user and allows them to add KPI charts and visualizations important to their job.

All KPI charts and visualizations are backed by a flexible user access system that allows fine grained control over who can see what on the Dashboards.

xTuple Dashboards ships with a set of KPI charts and visualizations that you will see out of the box. xTuple refers to these as core "system" charts. The xTuple Dashboards commercial extension also allows new charts to be created. An administrator of xTuple ERP+CRM can define their own custom charts and data, specific to their business and publish them for any user to add and see on Dashboards throughout xTuple ERP+CRM.

See the Customer Workbench Dashboard Live Example. It contains the following KPIs for a single Customer record:

  • Percent of Credit Limit
  • Balance Summary
  • Sales Summary
  • Item Sales Rolling 12 Month
  • Sales By Month
  • Percent Item Sales Rolling 12 Month
  • Order Price Bucket Count

Watch our webcast

To see a full walk through of xTuple Dashboards, watch our webcast below: 

How Dashboards work

The KPI charts and visualizations consist of two pieces, a "Data Query" and a "Datasource." The Data Query is an SQL query to your xTuple Database that returns the data the chart will display. A Datasource defines what charts or visualizations to use with the Data Query, what size to display them at on the Dashboard and what users are allowed to see it. The KPI Datasource is then available to be added to any Dashboard. Each Dashboard is a window to which you can add "Panes."

Each Pane loads a KPI Datasource and displays its chart or visualization. Depending on how the Datasource is defined, you can change the chart type to various different charts like; Bar, Line, Pie, Gauge, Step, etc. You can also define the size of each Pane by changing its layout setting to make the chart small or big. When the Dashboard tab loads, it will load all of its Panes and then each Pane will request the data from the Datasource and render its chart or visualization. The data can be refreshed from the Panes menu as needed to get updated data.

Learn more about xTuple Dashboards

The xTuple Dashboard commercial extension is available free of charge to all xTuple ERP+CRM Commercial Edition users. The extension package is available for download by customers in the Commercial Software section. If you are a PostBooks® user interested in using the xTuple Dashboard commercial extension or wish to purchase a Commercial Edition, please contact xTuple Sales Team.

 

Learn to install and maintain the Dashboards extension package for xTuple ERP with this downloadable document suitable for printing.

Dashboards

What are xTuple Dashboards?

The new xTuple Dashboards commercial extension adds Dashboards throughout the xTuple ERP+CRM desktop client that feature Key Performance Indicator (KPI) charts and visualizations. Using xTuple Dashboards, you can get an immediate overview of how your business is running.

Dashboards have been added to most of the Workbench windows you use on a daily basis such as the Customer Workbench, Vendor Workbench, Item Workbench, A/R Workbench and A/P Workbench. On each of these windows, when you open them and select a record, a Dashboard tab will load displaying KPI charts and visualizations for that record. If you are using the popular xTuple Desktop extension, xTuple Dashboards also adds a personal My Dashboard for each user of the system. Each user’s My Dashboard is private to the user and allows them to add KPI charts and visualizations important to their job.

All KPI charts and visualizations are backed by a flexible user access system that allows fine grained control over who can see what on the Dashboards.

xTuple Dashboards ships with a set of KPI charts and visualizations that you will see out of the box. xTuple refers to these as core "system" charts. The xTuple Dashboards commercial extension also allows new charts to be created. An administrator of xTuple ERP+CRM can define their own custom charts and data, specific to their business and publish them for any user to add and see on Dashboards throughout xTuple ERP+CRM.

See the Customer Workbench Dashboard Live Example. It contains the following KPIs for a single Customer record:

  • Percent of Credit Limit
  • Balance Summary
  • Sales Summary
  • Item Sales Rolling 12 Month
  • Sales By Month
  • Percent Item Sales Rolling 12 Month
  • Order Price Bucket Count

Watch our webcast

To see a full walk through of xTuple Dashboards, watch our webcast below: 

How Dashboards work

The KPI charts and visualizations consist of two pieces, a "Data Query" and a "Datasource." The Data Query is an SQL query to your xTuple Database that returns the data the chart will display. A Datasource defines what charts or visualizations to use with the Data Query, what size to display them at on the Dashboard and what users are allowed to see it. The KPI Datasource is then available to be added to any Dashboard. Each Dashboard is a window to which you can add "Panes."

Each Pane loads a KPI Datasource and displays its chart or visualization. Depending on how the Datasource is defined, you can change the chart type to various different charts like; Bar, Line, Pie, Gauge, Step, etc. You can also define the size of each Pane by changing its layout setting to make the chart small or big. When the Dashboard tab loads, it will load all of its Panes and then each Pane will request the data from the Datasource and render its chart or visualization. The data can be refreshed from the Panes menu as needed to get updated data.

Learn more about xTuple Dashboards

The xTuple Dashboard commercial extension is available free of charge to all xTuple ERP+CRM Commercial Edition users. The extension package is available for download by customers in the Commercial Software section. If you are a PostBooks® user interested in using the xTuple Dashboard commercial extension or wish to purchase a Commercial Edition, please contact xTuple Sales Team.

 

Price: $20.00