What Is The SAP Business One Dashboard?

by Nicole Brennan

Planes, Trains and Automobiles - they all have pilots, and they each have a dashboard. The same goes for the enterprise resource planning (ERP) solution, SAP Business One. Dashboards are an intuitive and user-friendly element of the SAP Business One Cockpit providing quick access to report visualizations such as bar or pie charts of the SAP Business One data of your choice. These easy-to-use and fully customizable dashboards are ideal for business owners as they provide immediate access to the most relevant reports in a visual format and the ability to consistently monitor performance with key performance indicators (KPIs).

Just like a pilot relies on their dashboard to understand current conditions and check the status of the plane they are flying, a business owner can rely on their dashboard to maintain an understanding of the business they are running. Users can quickly interpret, manipulate and adjust the dashboards with drag-n-drop widgets to get the status they need and make more informed decisions. They are a form of interaction and analysis that provide management with the ability to drill down and view a project, a department, or the business as a whole.

Through SAP Business One Dashboards, users can:

·         Understand emerging trends

·         Integrate live data into dashboards

·         Monitor performance with KPIs

·         Share dashboard views online

·         Anticipate customer buying behaviours

·         Create interactive dashboards and consolidate reports

SAP Business One Dashboards can be customized to a business and its transactional data, but it also offers the option to use predefined dashboards for financials, sales and service. Here is a list of the SAP predefined dashboards:

1.       Customer Receivables Aging Dashboard

This dashboard provides management an overall analysis of the company’s accounts receivables collection efforts, and helps finance managers identify current or future problems.

2.       Service Call Status Dashboard

Presents KPIs on different views of service calls and also shows the service call status by the number of new service calls.

3.       Sales Analysis Dashboard

This dashboard allows a sales manager to understand sales performance, as well as the status of important customers and employees.

4.       Purchase Quotations Dashboard

This dashboard allows users to monitor open purchase quotations and also view how vendors have responded to quotes.

5.       Cash Flow Forecast Dashboard

This dashboard allows managers to forecast a company’s future cash on hand through projected postings, transaction documents and journal vouchers.

SAP Business One dashboards are effective reporting tools that allow management to strategize, prepare for possible problems, and focus on long-term decision-making