Stop Running Reports!

Enterprise Resource Planning (ERP) software like Iniste4Doors is designed to help door companies manage their business processes more efficiently. ERP systems typically provide a wide range of functionality, from financial management to field service management, customer relationship management, and more. Powerful reporting tools are certainly a part of that, but you shouldn’t always need to run a report to make important decisions.  One of the beautiful features of Insite4Doors is the ability to create user configurable dashboards. This is something that any user with the necessary security can do, and you don’t need to be a programmer or technical wiz to do it.

What are user configurable dashboards?

User configurable dashboards are customizable interfaces that allow users to access and view the data that is most important to them. Basically it’s like the dashboard in your car, but for your job instead. These dashboards typically display key performance indicators (KPIs), alerts, graphs, and other metrics, allowing users to visualize processes in real-time. Users can customize the layout, content, and format of the dashboard to suit their specific needs and make sure nothing falls through the cracks. See something that requires extra attention?  Just click on the dashboard tile, graph, or alert and you’re taken to the underlying report or transaction.

How can user configurable dashboards help your door business?

  1. Increased visibility and transparency: User configurable dashboards provide greater visibility and transparency into an organization’s operations. By displaying real-time data, users can quickly identify potential issues and take action to address them before they become major problems. 

  2. Improved decision-making: With access to real-time data, users can make more informed decisions. User configurable dashboards allow users to track specific metrics related to their job function, which can help identify trends and patterns that may not be immediately apparent. This information can be used to make strategic decisions and improve employee performance.

  3. Increased productivity: User configurable dashboards can improve productivity by providing users with quick and easy access to the data they need. With a customized dashboard, users can eliminate the need to search for the information, reducing the time and effort required to complete tasks. This leads to significant improvements in both employee satisfaction and retention.

  4. Enhanced collaboration: User configurable dashboards can improve collaboration between teams by providing a common view of important data. This can help align teams around common goals and provide a shared understanding of the organization’s performance. 

  5. Better customer service: With access to real-time data, service and sales people can quickly identify and resolve issues, improving the overall customer experience. User configurable dashboards can provide all employees with the information they need to respond to customer inquiries and resolve issues in a timely manner.

Insite4Doors makes the configuration of dashboards easy for the end-user, and give users the ability to modify their dashboards at the click of a button. User configurable dashboards are an essential component of the Insite4Doors software.  Ultimately, user configurable dashboards help door companies to achieve their goals by providing a comprehensive view of operations and supporting data-driven decision-making.

The Insite4Doors ERP is built on Acumatica, the fastest growing and most powerful cloud ERP on the market. It provides a suite of applications including accounting, sales, service management, project management, purchasing, inventory, and customer relationship management, among others, in a single integrated platform. Insite4Doors applies the proprietary DoorCore® features designed specifically for the door industry by Advanced Systems Group with nearly 30 years’ experience serving door service, install and distribution companies exclusively.

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