Introduction

ERPNext is a cloud base and open-source enterprise resource planning (ERP) software that includes a powerful dashboard feature. Dashboards in ERPNext allow users to visualise and analyse key performance indicators (KPIs) and other metrics from across the ERP system. This can help users to quickly identify trends and patterns, and make well-informed decisions.

How do dashboards work in ERPNext ?

ERPNext dashboards are built using a drag-and-drop interface. Users can add charts, graphs, and other visuals to their dashboards to represent the data that they want to track. ERPNext also includes a number of pre-built dashboards that users can customise to meet their specific needs.

Once a dashboard has been created, users can view it at any time from the ERPNext home screen. Dashboards can also be embedded in other ERPNext pages, such as the sales dashboard or the purchase dashboard.

Benefits of using dashboards in ERPNext

Dashboards in ERPNext offer a number of benefits, including:

• Improved visibility: Dashboards provide users with a single view of key metrics from across the ERP system. This improved visibility can help users to identify trends and patterns more easily.

• Data-driven decision-making: Dashboards can help users to make better decisions by providing them with timely and accurate information about their performance.

• Increased efficiency: Dashboards can help users to save time and improve efficiency by automating the process of data reporting and analysis.

• Collaboration: Dashboards can help teams to collaborate more effectively by providing them with a shared view of their performance.

How to create a dashboard in ERPNext ?

To create a dashboard in ERPNext, follow these steps:

1. Go to Dashboards > New.

2. Enter a name for your dashboard and select the module(s) that you want to track data from.

3. Click on the "Add Chart" button to add a new chart to your dashboard.

4. Select the chart type, data source, and other options for the chart.

5. Click on the "Save" button to save your dashboard.

Once you have saved your dashboard, you can view it at any time from the ERPNext home screen. You can also customise your dashboard by adding or removing charts, and by changing the layout of the dashboard.Tips for creating effective dashboards in ERPNext

Here are a few tips for creating effective dashboards in ERPNext:

• Focus on the most important metrics: Don't overcrowd your dashboard with too much data. Focus on the key metrics that are most important to your business.

• Use clear and concise visuals: Visuals should be clear and concise, and easy to understand. Avoid using complex visuals that may be difficult to interpret.

• Provide interactivity: Dashboards should allow users to interact with the data to explore it and gain a deeper understanding of it.

• Make dashboards accessible to all stakeholders: Dashboards should be accessible to all stakeholders who need to track the business's performance. This may include employees, managers, executives, and investors.

Conclusion

Dashboards in ERPNext are a valuable tool for businesses of all sizes. They can help businesses to improve visibility, make data-driven decisions, increase efficiency, and collaborate more effectively. By following the tips above, you can create effective dashboards that will help you to get the most out of your ERPNext system.