Introduced in Version 12

Dashboard provides an at-a-glance view of key performance indicators relevant to the business process.

Each Dashboard consists of one or more than one Dashboard Charts each of which are configured with a data source known as Dashboard Chart Source.

To access Dashboard, go to,

Home > Customization > Dashboards > Dashboard

1. How to Create a New Dashboard

  1. Go to Dashboards List and click on New.
  2. Enter the Module Name for which you would want to see the Dashboard.
  3. Enter the Dashboard Charts that you would want to be parameterized for this Dashboard.
  4. Save.

When you click on Show Dashboard, you will be able to see the Dashboard giving the graphic representation of your transactions.

Accounting Dashboard

2. Adding Charts to Dashboard

Add charts to this dashboard by either selecting existing Dashboard Chart or creating new ones.

Adding Dashboard to Charts

Save changes and click on Show Dashboard button to see the dashboard.

Show Dashboard Button