Manufacturing Dashboard Examples

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Manufacturing Dashboards – Samples

IMPORTANT: Many deployments for Manufacturing require an upgrade to DataSelf Pro or Enterprise Analytics. Consult us for details.

Interactive and insightful manufacturing dashboards for every situation.

DataSelf Analytics for Manufacturing provides dashboard views that are easy to configure so you see your data your way. From any dashboard, you can go to the underlying ERP data with just one click.

DataSelf Advanced Analytics

Manufacturing Edition

Manufacturing

IMPORTANT: Many deployments for Manufacturing require an upgrade to DataSelf Pro or Enterprise Analytics. Consult us for details.

Inventory Planning & Projections

Easy and extensive ways to project finished goods quantity on hand by day/week/period, and this information will feed BOM analysis.

BOM – Bill of Materials 

Extensive ways to analyze finished goods, single and multi-level bill of materials, at the exploded and raw material levels.

Production / Work Order

Easy ways to analyze production orders and their steps and details.

Manufacturing Dashboards

Provide interactive ways to keep track of main KPIs, as well as drill down to details.

Sales (Invoices)

Year-Over-Year

Easy and extensive ways to slice and dice sales information in this year, as well as comparing to the same period last year.

Same-Period Prior-Year Comparison: Sales by Customer

Use parameters on the right to change the report. Hover over 1st Clmn and click ‘+’ to drill down.

Pareto for Customer

Customers in blue represent 80% of your GP. Some large clients by sales might have small or even negative impact in your GP.

Salesperson Dashboard

Provides a 360-degree view of customer touch points. This example requires Sales, CRM Opportunities, AR Aging, and Email Marketing.

Cold Customers by Sales

Select data points to filter and drill down to 2nd dimension. Use boxes on the right to customize.

DataSelf Slicer: Sales Data

Hover over top-left blank area, click +/- to expand/colapse.

Hot Customers by Sales

Select data points to filter and drill down to 2nd dimension. Use boxes on the right to customize.

Sales Trendlines

 

Sales Details

Select relative Doc Date and filters on the right.
.

Whale Curve for Customers

Which Customers are adding or subtracting to your bottom line considering an avg invoice overhead cost? Net GP = GP – (Doc Overhead) x (Doc Count) > 0 adds to the bottom line. The Whale Curve (Net GP Accrued) is sorted descending by Net GP. Customers on the left side (black arrows up) are adding to the bottom line.

365-Rolling-Day Sales by Customer

Select No of Rolling Days and other parameters on the right. Hover over 1st Clmn and click ‘+’ to drilldown. Ex.: Rolling Days = 90: This Rolling Period = today – 90 days, Prior Rolling Per = 91 to 180 days ago.

Sales of Top Products to Top Customers

Why some top customers aren’t buying as many of your top products? Select parameters on the right.

Customer Loyalty: This CYr Sales

Set Min Yearly Sales Amt to define a loyal customer.

Daily Flash

.

Summer Sales

Select Season and Measure on the right panel. Contact your DataSelf support to add/adjust your seasons.
.

Customer Sales Ranking

Why some of the top ranking Customers are dropping over time? Default ranking = Grand Total. Click a Year’s Measure’s descending sort icon to drive the ranking by that year. Change settings on the right panel. Use the Period filter for YTD and other period comparisons.

Sales Projection

Consult your DataSelf support to discuss and customize the projection model. Projection customizations might involve expert assistance and a Creator license.

Sales Order

Open Sales Order

Open Sales Details

Missed Shipments

Inventory On Hand Today

On Hand Product

What’s available to ship today, simple projection of how many days of stock is available by item, and ways to assess slow moving items.

PO Purchase Order

Open Qty on PO

Open PO Details

AR Aging

AR Aging

AR Aging Details 

Accrued AR

AP Aging

AP Aging Dashboard

AP Details

Cash Flow Projection

Cash Flow Projection 

Financials

The current Financial templates are designed to complement (not replace) full blown P&L and Balance Sheet reporting. Consult us to discuss how DataSelf Enterprise can improve and replace your full blown financial reporting.

Financial Dashboards

P&L

CRM

Add-On: the CRM templates are optional and usually available as an add-on (additional subscription fee). Please consult us for details.

Opportunities

Sales Velocity
A powerful method to analyze the efficiency of your sales processes and team.

Pipeline

Stuck Opportunities

Many stuck opportunities need work to move forward, otherwise many will be gone. Be on top of them easily.

Sales Funnel

Easy and interactive ways to slice and dice your sales funnel.

Activities

Easily monitor calls, emails, visits, demos and etc by account manager, prospect and opportunities.

Marketing Emails

Add-On: the Marketing Emails templates are optional and usually available as an add-on (additional subscription fee). Please consult us for details.

E-blast Opens, Clicks & URLs 

Easy and interactive ways to analyze which companies and individuals have been interacting with your marketing emails across marketing campaigns.

E-Blast Top Companies

Easy and interactive ways to analyze trends from companies and individuals interacting with your eBlasts across campaigns.

E-Blast Trends

Interactive ways to analyze how opens and clicks perform across campaigns and time.

Natural Language Query (NLQ)  

Like searching on the internet, type in keywords about your data in DataSelf and an instant and accurate report is created. This is available for each data set in DataSelf and might require additional configuration to meet your company’s needs.

Examples of searches and the report created.

Searching for “Contract Remain Amt by Project” yields: 

Searching “Sales by Salesperson by Month in 2019 as a text table” yields: 

Searching for “Gross Profit by State by Year as a Map” yields: 

Google Analytics and E-Commerce

Add-On: these templates are optional and available as an add-on (additional subscription fee). Please consult us for details.

These templates have a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might
require additional configuration not included in the SOW.

Actual dashboards might be slightly different. 

All dashboards above are also included with Enterprise Analytics by DataSelf.

Advanced

  • Easy report customization and distribution

  • Secured access on desktop, web & mobile devices

  • High performance (reports run under 10 secs)

  • Easy data extraction to data warehouse

  • Report & dashboard templates: Dozens

  • Web Designer/Viewer Users: 20

  • Maximum Scheduled Refreshes: 2 per day

  • Orange Belt Training Attendees: 2 per year

  • Deploys in minutes

  • $399/month (paid monthly or yearly)

  • Deployment: Cloud
  • Source Systems: 1
  • Companies: 1
  • Cloud Data Space: 10GB
  • Desktop User: 1 ETL+ Runtime
  • Maintenance and support: Included
  • Self-Service Training: Included
30-Day Free Trial, Order Now
PRO

  • Easy report customization and distribution

  • Secured access on desktop, web & mobile devices

  • High performance (reports run under 10 secs)

  • Easy data extraction to data warehouse

  • Report & dashboard templates: Hundreds

  • Web Designer/Viewer Users: 20

  • Maximum Scheduled Refreshes: 1 per hour

  • Orange Belt Training Attendees: 6 per year

  • Deploys in days

  • $999/month (paid yearly)

  • Deployment: Cloud (on-premises available)
  • Source Systems: 1
  • Companies: 5
  • Cloud Data Space: 50GB
  • Desktop User: 1 ETL+ Runtime
  • Maintenance and support: Included
  • Self-Service Training: Included
Order Now
Enterprise

  • Easy report customization and distribution

  • Secured access on desktop, web & mobile devices

  • High performance (reports run under 10 secs)

  • Easy data extraction to data warehouse

  • Report & dashboard templates: Thousands

  • Web Designer/Viewer Users: 20

  • Maximum Scheduled Refreshes: 1 per minute

  • Orange Belt Training Attendees: Unlimited

  • Deploys in days

  • $2,499/month (paid yearly)

  • Deployment: Cloud (on-premises available)
  • Source Systems: 2
  • Companies: 15
  • Cloud Data Space: 250GB
  • Desktop User: 1 (ETL+, SQL, Tableau OEM Desktop)
  • Maintenance and support: Included
  • Self-Service Training: Included
Order Now

Contact our Distribution BI Experts!

 

Call 888-910-9802 x1 or email Sales @ DataSelf.com

 

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