Everyone already knows that I love the new SalesPad dashboards for Microsoft Dynamics GP. (See my Review of SalesPad Dashboards for Microsoft Dynamics GP). But to get even more specific, here are four of my favorite features:
- New User Specific Security Rights
If you’re making a financial dashboard that has a lot of sensitive information in it, you don’t want to pick and choose people and perhaps overlook someone. You can specifically name the CEO and CFO as the only people who can view the information, and it doesn’t matter at that point what security group they were in.I’m a big fan of the way SalesPad handles the security for the dashboards. Most of SalesPad security is based on user groups and you’re either in that user group and have specific rights, or you’re in a different group and you have separate rights. With SalesPad dashboards, you have user-specific rights, which means you could build a dashboard for Sales Rep A, Sales Rep B, Sales Rep C and each of them would only have access to their own dashboard; you don’t need to be any concerned about someone seeing somebody else’s information.If you’re making a financial dashboard that has a lot of sensitive information in it, you don’t want to pick and choose people and perhaps overlook someone. You can specifically name the CEO and CFO as the only people who can view the information, and it doesn’t matter at that point what security group they were in.
- Drill Down Features
The built in drill-down capabilities are very helpful. For example, one dashboard has top products by revenue and you can see a pie chart of your top 10 products. If you click into one of those products it drills down and tells you who bought it, and then you can drill in even further and see what invoice it was on. These drill-down capabilities can be really helpful if you’re trying to find out what made this product the top seller.
- Master Filtering
I also like the master filtering feature. Basically you can link all of the metrics on your dashboard to one metric. Let’s say that on your sales dashboard you have all of your metrics linked back to a sales rep. If you click on one of the sales reps’ names, all of the other metrics that are on your dashboard will filter through and only report on that one sales rep.
- Display Options
There are a number of different ways you can display dashboards. If you’re selling very specifically, such as in territories, states and countries, there are maps that will highlight either the area where those sales are coming through.There are grids, pivot charts, pie tables, pie graph charts and different gauges. There are cards with the data right on them and then there are text boxes where you can leave additional notes.In my opinion, these SalesPad dashboards for Dynamics GP are fantastic!
If you are using SalesPad for Dynamics GP we want to help you use these new dashboards. Call CAL for assistance and support: firstname.lastname@example.org or 860-485-0910 x3.
Download the white paper, “10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software”.
By Katelyn Wood, CAL Business Solutions, Connecticut Microsoft Dynamics GP with SalesPad partner, www.calszone.com/distribution