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The Dashboard can have up to 4 columns with configurable widths |
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Unlimited Panels can be displayed in each dashboard column |
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Drill down on grid data to source |
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Each user can have and maintain their own dashboard |
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Easily create your own custom dashboard panels |
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Customize existing dashboard panels with ease |
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Import and Export dashboard panels |
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Use the Security Dashboard Panel Permissions to restrict panels from any user |
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Scrollable dashboard to display additional panels than are too large to all display on screen |
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Each Panel can be configured to display a grid or a chart |
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Charts and Grids can be mixed together in the dashboard |
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Panels can be configured in any order or column per user |
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Grid panels can have between 1 and 4 columns of data and unlimited rows |
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Grid panels can be configured to return a specified number of rows |
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Grid panels can be configured to display a certain number of rows with a scroll bar to display the rest |
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There are over 40 Dashboard Panels are included by default
- 12 Month Sales Totals (Chart)
- Aged Payables
- Aged Payables (Chart)
- Aged Receivables
- Aged Receivables (Chart)
- Daily Sales Totals
- Daily Sales Totals (Chart)
- Last 5 Bills
- Last 5 Invoices
- Monthly Sales Totals
- Monthly Sales Totals (Chart)
- Next 5 Recurring Transactions Due
- Next 5 Vendors To Pay
- Open Orders
- Open Purchase Orders
- Open Quotes
- Revenue vs. Expenses (Chart)
- Top 5 Bank Accounts
- Top 5 Campaigns
- Top 5 Checks Written by Payee
- Top 5 Countries Sold To
- Top 5 Countries Sold To (Chart)
- Top 5 Credit Card Accounts
- Top 5 Customers
- Top 5 Customers (Chart)
- Top 5 Customers Who Owe Money
- Top 5 Expenses
- Top 5 Inventory Reorder Point
- Top 5 Items Sold
- Top 5 Opportunities by Product
- Top 5 Opportunities by Salesperson
- Top 5 Sales Reps
- Top 5 Sales Reps (Chart)
- Top 5 Vendors
- Top 5 Vendors (Chart)
- Top 5 Vendors You Owe Money
- Weekly Sales Totals
- Weekly Sales Totals (Chart)
- Yearly Sales Totals
- Yearly Sales Totals (Chart)
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Dashboard Query Builder to customize the data displayed in panels |
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Charts can be displayed in 2D or 3D |
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The following 34 chart types are included
- Area Chart
- Area Stacked Chart
- Area Stacked Full Chart
- Bar Chart
- Bar Stacked Chart
- Bar Stacked Full Chart
- Bubble Chart
- Doughnut Chart
- Funnel Chart
- Line Chart
- Line Step Chart
- Pie Chart
- Point Chart
- Scatter Line Chart
- Spline Chart
- Spline Area Chart
- Spline Area Stacked Chart
- Spline Area Stacked Full Chart
- 3D Area Chart
- 3D Area Stacked Chart
- 3D Area Stacked Full Chart
- 3D Bar Chart
- 3D Bar Manhattan Chart
- 3D Bar Stacked Chart
- 3D Bar Stacked Full Chart
- 3D Doughnut Chart
- 3D Funnel Chart
- 3D Line Chart
- 3D Line Step Chart
- 3D Pie Chart
- 3D Spline Chart
- 3D Spline Area Chart
- 3D Spline Area Stacked Chart
- 3D Spline Area Stacked Full Chart
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Print dashboard panels |
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Email dashboard panels |
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Pick from 30 different chart color themes |
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Change Panel captions |
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Set Panel Grid captions, width, alignments and formats |
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Hide or display a footer with totals for any grid panel |
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Sort grid data |
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Duplicate existing panels to use as a template for creating a similar panel |
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Rollover tool tips on chart panels |
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Show or hide chart legends |
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Set chart label positions |
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Show or hide display titles |
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Configure a second data source for complex charts |
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Set a Zoom level for charts |
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