WindoorERP Documentation 19.0
13- Read Your Factory: Reporting and Dashboards
Step 8/8

Put it on one screen

Build the executive dashboard

Why this step

Seven reports nobody opens are worse than one dashboard everybody sees. Build the spreadsheet dashboard and the KPI cards that carry the numbers above, and put it where the decision is actually taken.

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What this does

Empowers executive leadership with customizable multi-tab spreadsheet dashboards combining live factory production throughput, sales pipeline velocity, and cash collection KPIs.

Before you start

  • Executive or Managerial reporting privileges.

Steps

Executive master spreadsheet dashboard screen with live charts, formulas, and KPI cards

Custom dashboards catalog list

Dashboard editor and spreadsheet layout profile

Important

Spreadsheet Dashboards update in real-time without requiring manual Excel exports or external BI data sync bridges.

  1. 01
    Open Dashboards to access your custom visual command center.
  2. 02
    Interact with real-time pivot tables, charts, and financial formulas synced live with the ERP database.
  3. 03
    Navigate to Configuration › Dashboards to build new board layouts.
  4. 04
    Embed live filters (e.g. Date Range, Sales Team, Factory Line) to drill down into operational variances.

Common mistakes

  • Hardcoding static numbers into dynamic spreadsheet formula cells.
  • Sharing sensitive executive financial dashboards with unprivileged department staff.

Checkpoint

One screen carries a number from every department, live, and someone looks at it weekly.