ERP Dashboard

What does erp dashboard do in SERP?

A dashboard brings selected business summaries into one view so a manager can identify which records need attention. SERP connects this work with analytics & reporting, so users can review its operational context through the related records.

Business problem it addresses

A balance without a date, company or underlying transaction can lead teams to investigate the wrong issue.

Key functions

• Review available customer, supplier, cash-flow, task and overdue views.
• Establish the company and fiscal context before comparing totals.
• Open the related inquiry to investigate individual records.

How the workflow works

1. Choose company context.
2. Select an available view.
3. Inspect an exception.
4. Open its inquiry.
5. Confirm the underlying records.

Example business scenario

A sales manager sees overdue customer activity. The useful next step is to inspect the open invoices and payment allocations for the same customer and period, rather than ask the team to collect every balance again.

Controls and availability

Dashboard selections and permissions vary. The source capture did not verify access to every landing dashboard; no fixed KPI set or live refresh interval is promised.

How to assess the result

Compare the dashboard selection with its related inquiry using the same company and period. For an overdue view, inspect invoice and allocation references; for a stock view, check the location and item scope. This establishes what the displayed summary actually includes.

Connected SERP capabilities

Read the Analytics & Reporting module guide for the wider process and SERP reporting for the distinction between a transaction document and an analytical report.