1. Kerry Rosvold, Innovia Consulting Alright Already – Here’s Your Dashboard!

2. 2 #NAVUGFocus

3. 3 5 minutes – Gathering and Introduction 5 minutes – Story of this project; Dashboard best practices 20 minutes – Generic Charts 10 minutes – Generic Chart Demo 20 minutes – Specific Charts 10 minutes – Specific Chart Demo 20 minutes – Q&A TIME MANAGEMENT FOR THIS PRESENTATION

4. 4 #NAVUGFocus SESSION OBJECTIVES Use NAV to create a dashboard in the role center Understand which tools and for what purpose Learn how to use each tool Get ideas on what might work for your company

5. 5 #NAVUGFocus Data isn’t like your kids, you don’t have to pretend to love them equally. - Amanda Cox, NY Times

6. 6 #NAVUGFocus 1. Actionable metrics 2. Current data 3. Single page 4. Users can customize 5. Users can drill down DASHBOARD BEST PRACTICES

7. 7 #NAVUGFocus DASHBOARDS IN THE ROLE CENTER

8. 8 #NAVUGFocus

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10. 10 #NAVUGFocus

11. 11 #NAVUGFocus

12. 12 #NAVUGFocus Generic Charts Add to any role center Based on table or query object Simple Quite a few limitations Specific Charts Only on certain role centers Based on specific tools More options TWO DIFFERENT TYPES OF CHARTS

13. 13 #NAVUGFocus GENERIC CHARTS

14. 14 #NAVUGFocus WHAT’S A GENERIC CHART?

15. 15 #NAVUGFocus When based on a table, performance can be very slow Need to understand how to build a query object to improve performance Very limited graphic options No drill down No limit on how many records Limitations on amount of sorting No date filtering Even with a query object, can’t add two tables (ex. Actual v Budget) GENERIC CHART LIMITATIONS

16. 16 #NAVUGFocus HOW TO SOLVE: NO LIMIT ON HOW MANY RECORDS “TOP 10” WITH A GENERIC CHART

17. 17 #NAVUGFocus HOW TO SOLVE: TOP 10 CUSTOMERS MTD/YTD

18. 18 #NAVUGFocus HOW TO SOLVE: TOP 10 CUSTOMERS MTD/YTD

19. 19 #NAVUGFocus QUERY OBJECT – TOP 10 FOR COMPANY Object Properties

20. 20 #NAVUGFocus

21. 21 #NAVUGFocus

22. 22 #NAVUGFocus HOW TO SOLVE: DATE FILTERS MONTH TO DATE AND YEAR TO DATE

23. 23 #NAVUGFocus QUERY OBJECT – DATE FILTERS Month to Date Year to Date

24. 24 #NAVUGFocus

25. 25 #NAVUGFocus

26. 26 #NAVUGFocus HOW TO SOLVE: FILTERS FILTER BY SALESPERSON

27. 27 #NAVUGFocus FILTERS IN THE GENERIC CHART

28. 28 #NAVUGFocus HOW TO SOLVE: FILTER BY SALESPEOPLE

29. 29 #NAVUGFocus

30. 30 #NAVUGFocus FILTERS IN THE GENERIC CHART

31. 31 #NAVUGFocus

32. 32 #NAVUGFocus DEMO OF GENERIC CHARTS

33. 33 #NAVUGFocus SPECIFIC CHARTS

34. 34 #NAVUGFocus Finance Performance Sales/Purchase/Inventory Performance Trailing Sales Orders Cash KPIs TYPES OF SPECIFIC CHARTS

35. 35 #NAVUGFocus FINANCE PERFORMANCE

36. 36 #NAVUGFocus SALES/PURCHASE/INVENTORY PERFORMANCE

37. 37 #NAVUGFocus TRAILING SALES ORDERS

38. 38 #NAVUGFocus CASH FLOW

39. 39 #NAVUGFocus KEY PERFORMANCE INDICATORS

40. 40 #NAVUGFocus

41. 41 #NAVUGFocus SPECIFIC CHARTS DEMO

42. 42 #NAVUGFocus WHERE CAN YOU FIND THEM ALL?

43. 43 #NAVUGFocus WHICH CHARTS ON WHICH PROFILES?

44. 44 #NAVUGFocus PROFILES WITH NO SPECIFIC CHARTS Accounts Payable Coordinator Accounts Receivable Administrator Bookkeeper Dispatcher – Customer Service IT Manager Machine Operator – Manufacturing Comprehensive Outbound Technician Production Planner Project Manager RapidStart Implementer Resource Manager Shop Supervisor – Manufacturing Comprehensive and Foundation Warehouse Worker

45. 45 #NAVUGFocus 1. Must have developer license 2. With KPI selected, hit Ctrl-Alt-F1; Page = Mini Generic Chart 1390 3. Go to Page 9006 Order Processor Role Center 4. Add part as shown ADDING KPIS TO OTHER PROFILES

46. 46 #NAVUGFocus 5. On Properties for the newly added Part, change PagePartID to MiniGenericChart 1390 6. At this point, open the new profile, the KPIs will now be there.

47. 47 #NAVUGFocus 1. Actionable metrics 2. Current data 3. Single page 4. Users can customize 5. Users can drill down DASHBOARD BEST PRACTICES

48. 48 #NAVUGFocus QUESTIONS

49. 49 #NAVUGFocus Contact information Kerry Rosvold, Innovia Consulting krosvold@innovia.com www.dynamicsnavfinancials.com THANK YOU

50. 50 #NAVUGFocus  Download the session slides from the NAVUG Focus community at navugfocus.com under the Events tab.  Complete your Session Survey at www.navugfocus.com/surveys www.navugfocus.com/surveys  Enjoy the Conference! FINAL REMINDERS

51. 51 #NAVUGFocus