How to create Personalized Dashboards with SAP Business One

SAP Business One is known for its customizability. And customizations can range from cosmetic changes such as customized dashboards to feature extending ones such as portals, add-ons and more.

Dashboards are a great way to access all critical information of your business in one place. Dashboards in SAP B1 are user friendly and provide relevant metrics & Key Performance Indicators (KPIs) by the way of data visualization. But one format dashboard may not be suitable for all.

Hence, SAP Business One gives you the option of creating personalized dashboards. You can pick and choose the data you need on your dashboard and get the most out of SAP B1 ERP solution.

Creating a personalized dashboard is equally easy. The “Pervasive Analytics Designer” tool in SAP Business One will let you create one. Here’s how:

  1. Click on “New Dashboard” to create a personalized dashboard.
  2. Now select and define the data source you intend to use in your customized dashboard.
  3. After this, it is the simple step of dragging and dropping Analytics or Operation widgets you need from “Basic Settings” to “Target Measures” section.
  4. The best part about it is that you don’t need to be a technical user to create customized dashboards in SAP Business One.

Dashboards, especially personalized ones can help you get a quick overview of the business and make data-driven decisions. Explore SAP Business One today and get started on building the perfect customized dashboard for your business.

Want more helpful information about processes in SAP Business One? Or would you like a more in-depth understanding of SAP Business One? Then get in touch with Accelon – a Certified SAP Business One Gold Partner & the most reliable ERP software provider in India.

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