how to add dashboards to unleashed x

How to Add Dashboards to Unleashed X

Data-driven decision-making is crucial for success in today’s fast-paced business environment. You need strong tools to visualise and analyse your data in order to acquire insights into your operations. Unleashed X is a well-liked inventory management programme that provides a number of features to aid in the streamlining of your company’s operations. Making custom dashboards is one of its useful features, which enables you to keep an eye on important indicators and take wise decisions. We’ll take you step-by-step through the process of adding dashboards to Unleashed X in this manual.

Why Dashboards Matter

Dashboards are like the company’s control room. They give you a condensed picture of your most important data, empowering you to decide swiftly and with knowledge. The proper dashboard will allow you to:

  1. Monitor Key Performance Indicators (KPIs): Track your sales, inventory levels, and other essential metrics in real-time.
  2. Identify Trends: Spot trends and patterns in your data, helping you make proactive decisions.
  3. Simplify Reporting: Replace time-consuming manual reports with automated, visually appealing dashboards.
  4. Improve Communication: Share insights with your team, ensuring everyone is on the same page.
  5. Enhance Accountability: Hold departments and team members accountable for their performance.

Now, let’s dive into the steps to create dashboards in Unleashed X.

Step 1: Log in to Unleashed X

First things first: use your login information to access your Unleashed X account. Verify that you have the authority to build and manage dashboards.

Step 2: Access the Dashboard Module

Navigate to the Dashboard module after logging in. You’ll begin creating your personalised dashboards here.

Step 3: Create a New Dashboard

To start creating a new dashboard, click the “Create New Dashboard” button. You’ll be asked to give your dashboard a name and a description. Be specific and pick a name that accurately describes the dashboard’s function.

Step 4: Choose Your Data Sources

Decide which data sources to add to your dashboard. You may extract data from several modules like Sales, Inventory, and Purchases using Unleashed X. Select the components that are pertinent to the objectives of your dashboard.

Step 5: Design Your Dashboard

The fun part is about to begin: creating your dashboard. A user-friendly drag-and-drop interface is provided by Unleashed X for creating dashboard widgets. To visualise your data, you may add different widgets including charts, tables, and key metric cards. You can alter these widgets to display the information that matters to you the most.

Step 6: Configure Widget Settings

You can customise each widget on your dashboard to show particular data and metrics. For instance, you could set up a chart widget to show monthly sales revenue while constructing a sales dashboard. Adjust the parameters until you are happy with the widget’s look and information.

Step 7: Set Dashboard Filters

Dashboards must to be flexible and responsive to various situations. Create dashboard filters that let you dynamically adjust the shown data to do this. You can apply filters to date periods, product categories, and more to get a complete picture of your company.

Step 8: Save and Share Your Dashboard

Don’t forget to save your work once you’ve customised your dashboard to your taste. By adjusting access rights, you can also share your dashboard with different teams or departments.

Frequently Asked Questions (FAQs)

Q1: Can I create multiple dashboards in Unleashed X?

In Unleashed X, you may make several dashboards. This enables you to specifically design dashboards for various areas of your company, such as sales, inventory, or procurement.

Q2: What data sources can I connect to my dashboard?

Unleashed X provides various data sources, including Sales, Inventory, Purchases, and more. You can choose the data sources that are relevant to your dashboard’s objectives.

Q3: Can I schedule automatic updates for my dashboard?

Yes, Unleashed X allows you to schedule automatic updates for your dashboard. You can set the frequency at which the data is refreshed to ensure you always have access to the latest information.

Q4: Is it possible to export dashboard data?

Absolutely. Unleashed X provides export options, allowing you to download dashboard data in various formats such as CSV, Excel, or PDF. This is useful for sharing insights or further analysis.

Q5: How can I control access to my dashboard?

By setting up permissions in Unleashed X, you can restrict who has access to your dashboard. To maintain the confidentiality and privacy of the data, specify who may see, update, or manage the dashboard.

Q6: Are there any pre-built dashboard templates available?

You can utilise the pre-built dashboard layouts provided by Unleashed X as a starting point. These templates are made to make it simple for you to start using popular business KPIs right away.

In conclusion, by supplying real-time insights and data visualisation, integrating dashboards to Unleashed X can greatly improve your company’s operations. Create personalised dashboards that are tailored to your unique needs by following the instructions provided in this article. You’ll be better able to make wise judgements and advance your business if you have access to data’s power.

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