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Software for Food Distributors

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Video Blog #2 - V4 Dashboards Preview

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Video Blog #2 - V4 Dashboards Preview

Oct 01 2013

V4 Dashboards Preview Video



The second video I would like to share with you was also filmed at our 1-day V4 Training Class I taught in New Orleans on August 23rd.  This video covers the new Dashboard features of V4, which by itself, is a great reason to upgrade.

At both the New Orleans and other training classes, it was very common to hear our customers make remarks such as this is the feature they've been waiting for.  Also that they felt everyone in their office was going to be impressed when they started to use this feature.

One thing is for sure, you are going to have some fun with these!  And when you discover their true flexibility and exporting options, they will become a valued tool in extracting and reporting your data. 

Food distributors that use competitors software often pay thousands of dollars a month for third party business intelligence dashboards and reporting.  In fact one of our beta customers remarked that they will no longer have to pay a fee of $2,000/month for a third party dashboard and reporting service they used, which involved exporting their data on a regular basis.

The original length of this part of the class was over an hour.  I've edited it down to about 12-minutes which covers the highlights.




Background on Dashboards


Version 4 of entrée introduces dashboards which we have built from the ground-up, and has been made possible by our move to the SQL database platform.  They are the ultimate tool for organizing and analyzing your business data.

The actual term for our dashboards is called a "Pivot Grid" or "Pivot Table", which is commonly used in business intelligence software. 

You will find the dashboards integrated into the Inventory, Customer, Vendor, Salesperson, Brand and Class File Maintenance options.  Their main functionality is the ability to summarize large amounts of information and represent it in a cross-tabulated form.

For instance, you can analyze sales during specific periods (years, quarterly intervals, months, weeks) for each customer, item, vendor, salesperson, brand or class.  Also, many of the dashboards include "drill down" features which allow you to see specific information, such as all the line items of a selected invoice.

The dashboards allow you to visualize your data by summarizing into different charting styles including: pie charts, line charts, bar charts and area charts.

Dashboards are an interactive control, permitting you to easily reorganize the layout using drag-and-drop. As a result, your business data will be re-summarized according to the new layout of the column and row fields, so you can easily alter a report to display the information you need in the way you need it.  Custom dashboard configurations can be saved and loaded for sharing with other users in your company.

The dashboards include full reporting capabilities, so you can easily print to paper or export to Excel, XML, PDF or HTML.  Advanced data filtering is also provided for more sophisticated users.