About dashboards

In Visma.net ERP, a dashboard is a collection of widgets that are displayed on a single page and are designed to give you needed information at a glance.
A widget is a small component that delivers a particular type of information that you view or manage by using Visma.net ERP.
From the dashboard, you can click any widget to further explore the information it contains.
The page that displays the collection of widgets is referred to as a dashboard page.

In this topic, you can find information about the supported types of widgets.

The following types of widgets can be added to the dashboards:

  • Charts:
    Charts are graphical representations of data from Visma.net ERP windows.
    You can use charts of various types, such as bar charts and line charts.
    For more information, see Add widget dialog box for chart widgets.
  • Data tables:
    Tables are data from a Visma.net ERP window arranged into rows and columns.
    For more information, see Add a data table widget.
  • Embedded pages:
    Embedded pages are documents or images that are stored on external resources, such as cloud storage.
    For more information, see Add an embedded page widget.
  • Power BI tiles:
    Charts, scorecards, and other analytical information can be represented on Power BI dashboards designed by your organisation.
    For more information, see Add a Power BI tile widget.
  • Scorecard KPIs:
    Scorecard KPIs display parameters that are important for the business processes of your organisation and that should be monitored on a daily basis.
    For more information, see Add a scorecard KPI widget.
  • Trend card KPIs:
    Trend card KPIs display parameters whose dynamic change is important for business processes of your organisation.
    For more information, see Add a trend card KPI widget.
  • Wiki pages:
    Wiki pages display reference articles, procedures, business plans, and other content that is frequently referenced by users of Visma.net ERP.
    For more information, see Add a wiki page widget.

For information on configuring a dashboard, see: About dashboard configuration.

You can use various types of charts, which are graphical representations of data, as widgets on dashboards.
If it is well designed, a chart can convey ideas, such as trends or comparisons, that might not be apparent if the data were shown in a table or presented as text.

In Visma.net ERP, you can add the following types of charts to your dashboards:

  • Doughnut chart
  • Line chart
  • Column chart
  • Stacked column chart
  • Bar chart
  • Bar stacked chart
  • Funnel chart

See the following procedures for details on adding chart widgets to a dashboard:

You can use tables as widgets on dashboards.

A table is an arrangement of numerical data in rows and columns; it is designed to show a set of related facts in a compact, comprehensive window.

Although tables are not as eye-catching as charts, they are often the best way to help the viewer grasp key ideas about the data.

A table is often a better choice than a chart when you want to show multiple types (columns) of data.

For the step-by-step procedure on how to add a table to a dashboard, see: Add a data table widget.

You can embed a page from an external website as a widget on a dashboard.
You may want to display important information from external systems (such as a currency rate or a document from external cloud storage) in Visma.net ERP to provide yourself and your colleagues (if they also use the dashboard) with consolidated information on one page.

For the step-by-step procedure on how to add a web page to a dashboard, see: Add an embedded page widget.

You can embed a Power BI tile on a dashboard.
If you use Power BI tools for the monitoring and analysis of various data in your organisation, you can display this information in Visma.net ERP to provide yourself and your colleagues (if they also use the dashboard) with all necessary business indicators on one page.

For the step-by-step procedure on how to add a Power BI tile to an Visma.net ERP dashboard, see: Add a Power BI tile widget.

You can add a scorecard KPI (key performance indicator) widget to a dashboard.
Scorecards are useful when you need to monitor single parameters that are critical for particular business processes in your organisation.
For example, a scorecard can display the number of new support cases from customers.

For the step-by-step procedure on how to add a scorecard KPI widget to a dashboard, see: Add a scorecard KPI widget.

You can add a trend card KPI (key performance indicator) widget on a dashboard.
A trend card KPI widget is useful when you want to display a trend of metrics that change over time.
For example, you can display the total sum of closed deals in the current month in comparison to the sum in the previous month and see if it increases or decreases.

For the step-by-step procedure on how to add a trend card KPI widget to a dashboard, see: Add a trend card KPI widget.

A wiki page widget is a dashboard view of a wiki topic, generally one that you need to refer to frequently.
You can add to a dashboard any wiki topics that you consider useful.

For the step-by-step procedure on how to add a wiki page to a dashboard, see: Add a wiki page widget.