Blog

Excel Dashboards

April 1, 2016 by Sheila Lee
Information Systems

A dashboard is a visual display of the most important information needed to achieve one or more objectives which fits entirely on a single computer screen so it can be monitored at a glance.

Dashboard reports provide managers with Key Performance Indicators (KPI) and high level data of their business in order to help them make quick decisions and keep their finger on the pulse of the business.

Beginning with Microsoft Dynamics GP 2013 R2, Microsoft has pre-built Excel Report Dashboards for Financial, Sales, Purchasing and Inventory.  These dashboards allow you to see key information at a glance and allow you to drill into detail to get more information.  Here are examples of some of the information you can see in these dashboards:

 

Sales Dashboard:

  • top customers
  • top salespeople
  • sale by territory
  • what items were sold
  • aging and open AR

 

Purchasing Dashboard:

  • total items that are below your order point
  • POs that are late
  • items have been received but not invoiced
  • outstanding POs with account and total (out of date or past due)
  • vendor information

 

Inventory Dashboard:

  • Top items returned
  • Top items sold

 

Financial Dashboard:

  • cost of goods sold based on a set up in GP
  • information about specific transactions

 

Because every business is different, you can customize and create your own Dashboards by linking Excel to your SQL data.  If you are interested in seeing more or having Dashboards created for you, please contact Beyond IT Advisors for assistance.
Contact Beyond IT Advisors

Sign up for our newsletter to keep up on the latest news and tax accounting tips.