Adding Dashboards

Guide

Charts and Graphs are sometimes better appreciated by users when it comes to analyzing data in a company. In ERPNext, you can set up Dashboards. 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 which are configured with a data source known as Dashboard Chart Source.

To create a Dashboard:

  1. Go to Dashboard.

2. The Dashboard will list your existing Dashboards. To create a new one, click Menu and New.

3. Enter a Dashboard Name.

4. Enter the Dashboard Charts that you would want to be parameterized for this Dashboard.

5. Click "Show Dashboard" on the upper right to preview.

6. Click Save to finalize.