Kerry Rosvold, Innovia Consulting Alright Already – Here’s Your Dashboard!

2 #NAVUGFocus

3 5 minutes – Gathering and Introduction 5 minutes – Story of this project; Dashboard best practices 20 minutes – Generic Charts 10 minutes – Generic Chart Demo 20 minutes – Specific Charts 10 minutes – Specific Chart Demo 20 minutes – Q&A TIME MANAGEMENT FOR THIS PRESENTATION

4 #NAVUGFocus SESSION OBJECTIVES Use NAV to create a dashboard in the role center Understand which tools and for what purpose Learn how to use each tool Get ideas on what might work for your company

5 #NAVUGFocus Data isn’t like your kids, you don’t have to pretend to love them equally. - Amanda Cox, NY Times

6 #NAVUGFocus 1. Actionable metrics 2. Current data 3. Single page 4. Users can customize 5. Users can drill down DASHBOARD BEST PRACTICES

7 #NAVUGFocus DASHBOARDS IN THE ROLE CENTER

8 #NAVUGFocus

9

10 #NAVUGFocus

11 #NAVUGFocus

12 #NAVUGFocus Generic Charts Add to any role center Based on table or query object Simple Quite a few limitations Specific Charts Only on certain role centers Based on specific tools More options TWO DIFFERENT TYPES OF CHARTS

13 #NAVUGFocus GENERIC CHARTS

14 #NAVUGFocus WHAT’S A GENERIC CHART?

15 #NAVUGFocus When based on a table, performance can be very slow Need to understand how to build a query object to improve performance Very limited graphic options No drill down No limit on how many records Limitations on amount of sorting No date filtering Even with a query object, can’t add two tables (ex. Actual v Budget) GENERIC CHART LIMITATIONS

16 #NAVUGFocus HOW TO SOLVE: NO LIMIT ON HOW MANY RECORDS “TOP 10” WITH A GENERIC CHART

17 #NAVUGFocus HOW TO SOLVE: TOP 10 CUSTOMERS MTD/YTD

18 #NAVUGFocus HOW TO SOLVE: TOP 10 CUSTOMERS MTD/YTD

19 #NAVUGFocus QUERY OBJECT – TOP 10 FOR COMPANY Object Properties

20 #NAVUGFocus

21 #NAVUGFocus

22 #NAVUGFocus HOW TO SOLVE: DATE FILTERS MONTH TO DATE AND YEAR TO DATE

23 #NAVUGFocus QUERY OBJECT – DATE FILTERS Month to Date Year to Date

24 #NAVUGFocus

25 #NAVUGFocus

26 #NAVUGFocus HOW TO SOLVE: FILTERS FILTER BY SALESPERSON

27 #NAVUGFocus FILTERS IN THE GENERIC CHART

28 #NAVUGFocus HOW TO SOLVE: FILTER BY SALESPEOPLE

29 #NAVUGFocus

30 #NAVUGFocus FILTERS IN THE GENERIC CHART

31 #NAVUGFocus

32 #NAVUGFocus DEMO OF GENERIC CHARTS

33 #NAVUGFocus SPECIFIC CHARTS

34 #NAVUGFocus Finance Performance Sales/Purchase/Inventory Performance Trailing Sales Orders Cash KPIs TYPES OF SPECIFIC CHARTS

35 #NAVUGFocus FINANCE PERFORMANCE

36 #NAVUGFocus SALES/PURCHASE/INVENTORY PERFORMANCE

37 #NAVUGFocus TRAILING SALES ORDERS

38 #NAVUGFocus CASH FLOW

39 #NAVUGFocus KEY PERFORMANCE INDICATORS

40 #NAVUGFocus

41 #NAVUGFocus SPECIFIC CHARTS DEMO

42 #NAVUGFocus WHERE CAN YOU FIND THEM ALL?

43 #NAVUGFocus WHICH CHARTS ON WHICH PROFILES?

44 #NAVUGFocus PROFILES WITH NO SPECIFIC CHARTS Accounts Payable Coordinator Accounts Receivable Administrator Bookkeeper Dispatcher – Customer Service IT Manager Machine Operator – Manufacturing Comprehensive Outbound Technician Production Planner Project Manager RapidStart Implementer Resource Manager Shop Supervisor – Manufacturing Comprehensive and Foundation Warehouse Worker

45 #NAVUGFocus 1. Must have developer license 2. With KPI selected, hit Ctrl-Alt-F1; Page = Mini Generic Chart Go to Page 9006 Order Processor Role Center 4. Add part as shown ADDING KPIS TO OTHER PROFILES

46 #NAVUGFocus 5. On Properties for the newly added Part, change PagePartID to MiniGenericChart At this point, open the new profile, the KPIs will now be there.

47 #NAVUGFocus 1. Actionable metrics 2. Current data 3. Single page 4. Users can customize 5. Users can drill down DASHBOARD BEST PRACTICES

48 #NAVUGFocus QUESTIONS

49 #NAVUGFocus Contact information Kerry Rosvold, Innovia Consulting THANK YOU

50 #NAVUGFocus  Download the session slides from the NAVUG Focus community at navugfocus.com under the Events tab.  Complete your Session Survey at  Enjoy the Conference! FINAL REMINDERS

51 #NAVUGFocus