Creating and Customizing Dashboards

Creating and Customizing Dashboards

Overview

This article gives you an overview of iVendNext dashboards, which present key business metrics in clear visuals to help you track sales, inventory, and payments for faster, data-driven decisions.



This guide walks you through the step-by-step process of creating and customizing dashboards in iVendNext, ensuring you can tailor them to your specific business needs.



Why Customize Dashboards?

Before diving into the steps, let’s understand why customization matters:


  • Relevant Insights: Focus only on the metrics that impact your business.

  • Real-Time Monitoring: Track KPIs like sales, stock levels, and tender collections at a glance.

  • User-Friendly Layout: Arrange charts and cards for quick readability.

  • Adaptability: Modify dashboards as business needs evolve.



Step-by-Step Guide to Creating a Dashboard

Step 1: Access the Dashboard Module

  1. Log in to iVendNext.

  2. Navigate to Home > Retail > Dashboards.

  3. Click "Add Dashboard" to create a new one.




Step 2: Configure the Dashboard

  1. Name Your Dashboard (e.g., "Sales Performance Dashboard").

  2. Select Data Sources (e.g., POS Invoices, Stock Entries).

  3. Choose a default time range (e.g., Daily, Weekly).



Step 3: Add Charts and Number Cards

A. Adding a Chart

  1. Click "Add Chart" in the dashboard editor.

  2. Select a Chart Type (e.g., Bar, Line, Pie).

  3. Choose a Data Source (e.g., "Sales Invoice").

  4. Configure fields:

    • Value Based On (e.g., "Grand Total" for revenue).

    • Group By (e.g., "Item Group" for category-wise sales).

  5. Set Filters (e.g., date range, store location).


B. Adding a Number Card

  1. Click "Add Number Card".

  2. Select a Metric (e.g., "Total Sales," "Inventory Count").

  3. Choose an Aggregation (Sum, Average, Count).

  4. Apply filters (e.g., "Last 7 Days").




Step 4: Customize Layout and Design

  • Drag and Drop elements to rearrange them.

  • Resize Charts for better visibility.

  • Color Code KPIs for quick recognition.



Advanced Customization Options

1. Dynamic Filters

  • Add dropdown filters (e.g., by store, date range) to let users refine data on the fly.


2. Time Series Analysis

  • Use line charts with time intervals (Daily/Weekly/Monthly) to track trends.


3. Child Table Data Integration

  • Pull data from related tables (e.g., "Sales Invoice Items" linked to "Sales Invoice").


4. Custom Scripts (For Advanced Users)

  • Use Python scripts to create complex calculations (e.g., profit margins).



Best Practices for Dashboard Optimization

✅ Keep It Simple: Focus on 3-5 key metrics per dashboard.
✅ Use Visual Hierarchy: Place critical KPIs at the top.
✅ Schedule Auto-Refreshes: Ensure data is always up to date.
✅ Share with Teams: Export as PDF.


IdeaPro Tip: Combine Sales, Inventory, and Tender Reports in one dashboard for a holistic business overview.



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