The view you build yourself the moment you log in.
The Dashboard is the page DataFlow opens to when you log in — a canvas of chart panes you build and arrange yourself, drawing live figures from the Nominal Ledger, Stock Control and the Trade Ledgers. It is per user, so the layout is yours to keep.
If the figures you check every morning sit behind a report someone has to run, the day starts slower than it should.
A report for every question
Sales, purchases, nominal and stock each live behind their own report, so a quick glance at the business means running several and stitching them together.
One view for everyone
A single fixed screen tries to serve the whole company, so nobody sees quite the figures that matter to their own role.
Figures stuck on screen
When you want a chart in a board pack or a table in a spreadsheet, there is no quick way out — so the numbers get re-keyed by hand.
Yesterday’s numbers, today
The figures are copied into a spreadsheet dashboard once a week, so the picture you glance at each morning is already several days behind the business.
Overview
One canvas, drawn from your live data.
Build the view once and it opens with you every time.
A per-user canvas that opens on log-in
The default page on log-in, arranged the way you like it. Per user, not per company, so the layout stays yours.
Per useryour own live view on log-in
On log-inthe first page you see
Chart panes drawn from ledgers and stock
Sources across the Nominal Ledger, Stock Control and Trade Ledgers. Five chart types with a configurable legend on each pane.
Five typesbar, column, line, area and pie
Four sourcessales, purchase, nominal and stock
Filters, analysis groups, period and aggregation
Filter by accounts, stock items or locations and three-level analysis groups. Choose the period and aggregate by sum, count or average.
Three levelsof analysis groups per chart
Sum · count · averageaggregation you choose
Export chart data and visuals
Export a chart's data to Excel for further work. Export a chart's visual to PDF for sharing.
To Excelthe chart data behind a pane
To PDFthe chart visual for sharing
In their words
One system across a large retail operation gave us consistent numbers to work from.
British Heart FoundationCharity & retail
Explore more
Works with the rest of DataFlow.
The Dashboard draws its charts from the modules you already run.
The Dashboard is the default page each user sees on log-in — a configurable canvas of chart panes drawn from the Nominal Ledger, Stock Control and the Trade Ledgers.
Is the Dashboard shared across the company?
No. It is per user, not per company. Each user builds and refines their own layout, so the view suits your role rather than a single fixed screen for everyone.
How do I add a chart?
Right-click the canvas to add a Sales, Purchase, Nominal or Stock chart, then modify, copy, remove or export it. Each pane can be a bar, column, line, area or pie chart with a configurable legend.
Can I filter and export the charts?
Yes. Filter each chart by accounts, stock items or locations and by three-level analysis groups, choose the period and aggregate by sum, count or average. You can export a chart's data to Excel or its visual to PDF.
