Reports

How to use Management Dashboard in Customer Flow

Role dashboard. Widgets are snapshots unless marked live.

Where to find it: Left menu → Reports & Analytics → Management Dashboard

ERP reports and KPIs in Customer Flow — Watch the video on the Reports and analytics page — A still from the Reports and analytics video. Play it on the Reports and analytics watch page, then follow the steps below in your workspace.

Every step

Step 1
Open the screen
Left menu → Reports & Analytics → Management Dashboard. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Do the work
Read your widgets. Drill to the module to act. Do not manage the company from a stale screenshot.
Step 3
Check it saved
Drilling should open the same numbers in the source list.

Questions people ask

Do I need to log in to use Management Dashboard?

Yes. Management Dashboard is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.

I cannot see Management Dashboard in the menu. Why?

The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.

Why does my colleague see different widgets?

Dashboards follow role. That is intentional.

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How to use Management Dashboard in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related

How to use Management Dashboard in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related