Document Register Dashboard displays count & value (amount) of Purchase Order, GRPO, A/P Invoice, A/P Credit

Memo, Sales Quotation, Sales Order, A/R Delivery, A/R invoice, Incoming Payment, Outgoing Payment.

Document Register Dashboard

V2.0.0
Dashboard

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Document Register Dashboard

In SAP Business One each division of business generates documents (A/P Invoice, A/R Invoice, Sales quotations, Account statements, Sales Order, Delivery Notes etc.). The number of documents generated depends from the type of business. In most cases it is required that you want to get a real time benchmark of the business documents generated by your business which you are controlling through SAP Business One all at one place, Then this Document Register Dashboard will definitely prove to be a crucial element for your business process.

Industry Cross Industry Targeted Users CEO, CFO, Managers from different divisions, Other C Level Employees
The business documents are managed by SAP Business One and are generated against the day to day transactions and business processes which can be viewed through their respective modules one by one. There are always requirement to quickly get a real time overview of all documents generated at one place with their document total as well as numbers within a certain date range. Through the user-friendly, interactive and interconnected dashlets included in this dashboard, SAP Business One users can get a 360 view on the business performance by each business divisions to enhance the productivity and decision making for gaining competitive advantages that means Document Register dashboard will provide you the capability for monitoring and analyzing the day to day business.

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In this way Document Register Dashboard answers the questions like:What is the total for open, closed, cancelled documents in SAP Business One? How many documents are open, closed, cancelled during the certain date range? What needs to be done for the open documents (Count and totals are high) in sap business one Planning required from respective divisions. Future plan of Action can be known to the respective managers.

Here are the details of the dashlets:

1. Document Chart: - This Dashlet shows Business Documents register generated through SAP Business One with their respective document totals and counts. 2. Status wise Document Total and Count: - Document total for the document and document count, segmented according to their status (closed & open). So through this dashlet you will get an idea of document total and quantity of document generated against the document status. 3. Monthly Document Summary: - This Dashlet provides month wise document Total and Count. Through the interactive and interconnected Dashlets provided into this dashboard, if the targeted users click on the column of any Dashlet then the other Dashlets will get changed dynamically accordingly. Ex.:- If targeted users click on AP invoice bar in document chart Dashlet then how many AP invoices are opened and closed can be seen in the Status wise Document Total and Count Dashlet, and the AP invoice documents have made in which month it can be seen from Monthly Document Summary Dashlet. Lets discuss some scenarios which can be raised through the Document Register benchmark and your predictive actions against that: GoodsReturn Too High Analyze the supplier and if required change the supplier. SalesOrder Too Low Increase Advertising/ promotional offer/ presales and sales effort. Production Too Low Analyze and remove Production Bottlenecks, Labor Efficiency, etc. So this kind of situation can be easily figured out through this Document Register Dashboard. There can be many ways to analyze, an example showing below.

Business Benefit:
It enables a unified benchmark to measure the division wise performance in the business. It provides the overview of all the documents generated through SAP Business One at one place with real time data. Increased visibility by providing access to information across C-Level Management. Greater insight by analyzing the impact of different business scenarios.

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