Role-based Dashboards in SAP Business One

Dashboards have become a must-have component for any company looking to invest in ERP. And as it happens, this is an area in which SAP Business One excels:

1. Real-Time Information from across your whole business

SAP Business One is an integrated platform on which you can manage your entire business. There are no lags due to clunky integrations and periodic updates, meaning information from across your business can be combined in real-time in comprehensive, insightful dashboards that support faster and better decision-making.

2. Visualisation for Greater Impact and Understanding

Dashboards present complex data in an easily understandable format, often using visualisations like graphs, gauges and charts. This helps users quickly grasp key metrics and trends whilst also having the ability to drilldown to source data.

3. Role-Based Customisation

In SAP Business One, dashboards can be tailored to the specific needs of different roles within your business. Role-based dashboards encourage ownership and understanding of systems and processes. They promote efficiency by providing a focal point for information, navigation and problem resolution as outlined in the following examples:

Role: Warehouse
Example: Purchase OTIF Report

OTIF reports for Purchasing and Sales help you optimise warehouse operations by monitoring delivery and fulfilment KPI’s. The Purchase OTIF Report, as an example, includes details of purchase orders by date range along with filters for supplier, product, and manufacturer. Pie charts monitor the proportion of orders delivered on-time, in-full, and overall OTIF score.

Role: Production
Example: Schedule

SAP Business One includes an easy-to-use visualisation and optimisation tool known as Schedule. Schedule help improve your delivery time commitments, maximise throughput, and streamline operations.

• Interactive visual production scheduler in the form of a production schedule and resource Gantt chart
• Easy-to-use drag and drop scheduling of production orders, production order lines, production order routing lines and capacities
• Real-time visualisation of resource utilisation and impending overloads thus improving your capacity utilisation

Role: Finance
Example: Financial Analysis Dashboard

Personalised Dashboards provide at-a-glance insights into financial KPIs, such as performance by brand or sales channel, and cash flow and profitability analyses. The Financial Analysis Dashboard presents a dynamic Profit & Loss Analysis with drill down to explore the detail that lies behind headline figures. Easily see current performance and variances vs budget across the organisation or for specific departments, sales channels, projects or other defined dimensions/cost centres.

Role: Sales
Example: Sales Dashboards

Drive sales employee performance and next actions with refined dashboards. Sales users can see their open customers quotes to follow-up, current performance vs sales target and customer buying trends compared to previous years.

Meanwhile, sales managers get clear real-time information of company sales across multiple dimensions. Understand how products, customer sectors and sales employees are performing with intuitive filters to aid decision-making.

4. Increased Productivity

By streamlining the information that each role needs to see, these dashboards help users work more efficiently. It reduces the time spent searching for data or switching between different reports.

Dashboards help users focus on the most relevant data for their roles, improving efficiency and decision-making. In SAP Business One, no matter what your role, there is a dashboard for you.

Take the next step

These are just some of the ways that LAKE and SAP Business One can help your business. To find our more, download one of our guides to SAP Business One or call me now on 0113 273 7788.

by Ed Bentley

Blog updated 28th January 2025