Dashboard

The ERPX dashboard provides a real-time overview of your business operations with customizable widgets and KPIs.

Default Dashboard Widgets

Financial Overview

Sales Widgets

• Sales Trend — Line chart showing daily/weekly/monthly sales
• Top Selling Items — Bar chart of best-performing products
• Sales by Region — Geographic distribution of sales
• Open Orders — Count and value of pending orders

Inventory Widgets

• Stock Levels — Items below reorder level
• Stock Value — Total inventory valuation
• Warehouse Occupancy — Space utilization per warehouse

HR Widgets

• Headcount — Total employees by department
• Attendance Today — Present, absent, on leave
• Upcoming Holidays — Next 30 days

Customizing the Dashboard

Adding Widgets

1. Click the Customize button (gear icon) on the dashboard
2. Click Add Widget
3. Choose from available widget types:
   • Number Card — Single KPI value
   • Chart — Line, bar, pie, or donut charts
   • Table — Tabular data display
   • Calendar — Upcoming events and deadlines
4. Configure the data source and filters
5. Drag to position on the dashboard

Creating Custom KPIs

{
  "widgetType": "numberCard",
  "title": "Monthly Recurring Revenue",
  "dataSource": "Sales Invoice",
  "aggregation": "sum",
  "field": "grandTotal",
  "filters": {
    "postingDate": [">=", "startOfMonth"],
    "isRecurring": true
  },
  "format": "currency",
  "comparison": "previousMonth"
}

Dashboard Layouts

• Executive — High-level financial KPIs
• Sales Manager — Pipeline and revenue focus
• Warehouse Manager — Inventory and logistics
• HR Manager — Workforce metrics
• Custom — Build your own

Keyboard Shortcuts