About:
Click on the Switch Dashboard menu to view the available dashboards for each module. The following are the common dashboard views in Interprise Suite:
- Workflow Dashboards
The Workflow Dashboard at first glance is a graphical representation of the business workflow in the selected module. More to this, you can use the workflow icons to start a task related to the module. You can initiate a sales order for example simply by clicking on the Sales Order workflow icon.
Workflow dashboards are completely customizable. Through the plug-in architecture, developers can easily replace the workflow plug-in with your custom workflow.
See Also: Inserting a Custom Plug-in Workflow Dashboard
- Business Intelligence Dashboard
The Business Intelligence dashboard shows the general condition and health of your business through key business indicators. Through the business intelligence dashboard, you can get up to date information and a good idea on how well the business is turning out for you. See the sample dashboard below:
Business Intelligence dashboards are completely customizable. Through the plug-in architecture, developers can easily replace the dashboard controls (sections) or the dashboard itself.
Note: For more information and resources in creating custom dashboard controls, visit the Connected Business Platform website.
See Also: Inserting a Custom Plug-in Business Intelligence Control
- Report Dashboard
The Report Dashboard has all the essential report publishing tools you need to print reports and customize or create your own report templates.
See Also: Get around the Report Dashboard
- Help Manager Dashboard
(This feature is currently under development). When a clicking on the Help icon in a section of a form in Interprise Suite, the Help Manager Dashboard will display the Help Viewer. The Help Manager allows the user to search and view help topics. More to this, the help manager also allows creating custom the help topic whenever it is necessary, when making customizations for example.
See Also: Manage Help Topics
- Supplementary CRM
Dashboards
The following are the specialized dashboards in the CRM module:- Calendar Dashboard - This Activity Calendar dashboard displays all the activities in schedule. It has options to view, filter and create new activities. See Also: View Activity Calendar
- Opportunity Analysis - The Opportunity Analysis dashboard displays an analysis of the opportunities and weighs the result of the opportunities and shows how well the opportunities are turning out for you. See Also: View Opportunity Analysis Calendar
- Case Analysis - The Case Analysis Dashboard gives a good idea of how your customer service is working out. It has charts and SLA indicators to give a big picture of how the customer service responds to customer issues. It has options to view, filter and record new cases. See Also: View Case Analysis Calendar
- Document Management - The Document Manager dashboard is a tool to organize company documents like business letter templates etc. See Also: Manage Documents
- Browser
Type in the address in the Address field and click Go to access the page. Make sure that you are currently online to the internet.