Dashboards, Requestors and KPI Examples

A discussion that was started at Sage Summit...

Does anyone have some dashboards, requestors or kpi examples that they are willing to post here and share with others? 

Did you know you can create a patch to share them?

  • I have created a few basic requestors on my dashboard - daily sales order, credit hold orders.  Would love to know more about using date functionality - current week orders vs just current day (date$).  I would be willing to share how I created the requestor - not sure I have enough technical knowledge to create a patch to share what I have.

  • I've recently created a dashboard that displays our "overdue" customer invoices.  In the same dashboard I've also linked in the CRM call id (which we use to make notes of our overdue invoices) .  Our controller can click on the link (from the dashboard) and find out the customer's dialog for the overdue invoice.  Also - our customer service dept. has real time overdue info.  I had to create a few custom fields - but I am willing to explain if anyone is interested.

  • Hi Danielle,

    I would be interested in learning how to create  patch to share Dashboards

  • in reply to Rhett

    How interesting you should ask. In my Summit presentation this year I built a dashboard and shared it as a download in one of my blog posts:

    sagecity.na.sage.com/.../sage-summit-c-139-prepare-for-inifitiy-and-beyond.aspx

    If you go to the link above, download the zip located on the post, then go to the Bonus folder you'll see an AdminDashboard.dat file. 

    Take that file and load it inside the Patch Creation tool. It will bring up all the objects I added to a specific dashboard. It should get you 95% of the way to learning how to do what you want. 

    Tell me what you think! (Hopefully it's good feedback)

    Big Disclaimer: That dashboard is provided as-is, with no express warranty. Enjoy!

  • in reply to Delamater

    There's a really cool word document on Creating an Admin Dashboard in that zip file as well. Sorry, can't post it here as the file size is too big for a forum post apparently. Check out the word doc, it might spur on some interesting dialog (hopefully).