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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 scrollbar
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
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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
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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
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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 tooltips 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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