Understanding Dashboards | Zoho Creator Help

Understanding Dashboards

What Does This Page Cover?  

Learn about dashboards and their types, how they help in informed decision-making, and why it is essential to have dashboards in a procurement process application.

Overview 

Dashboard is a way of displaying a visual overview of data in one place from different sources. In the SaaS industry, dashboards are widely used as an information management tool that tracks, gathers, and displays business data in an interactive and customizable visualizations. The graphical interface of dashboards provides users with at-a-glance visibility of key performance indicators (KPIs) relevant to their business process, which benefits the organization with improved decision-making, and insights on up-to-date performance, saving time and resources.

Dashboards in Procurement by Zoho Creator 

One of the key benefits of a dashboard is that they enable you to maintain control of your data narrative, especially when various stake holders are involved in the process.

Within our procurement solution, we have three different role-specific dashboards exclusive to procurement, finance, and suppliers. Each team will get to access dashboards specific to them, and the data will be populated when the underlying data is available and ready to use.

Procurement Dashboard

This is specific to the procurement team to track their procurement requests and purchase orders at every stage of the process and to access the expense information. The team can also view and understand up-to-date data about active and inactive projects, suppliers, and products. 

Finance Dashboard

Specific to the finance team, this dashboard helps them to access number of projects and to track every project budget and spend individually. From here, the team can also manage Procurement Requests (PRs) and Purchase Orders (POs) that require finance approvals and to keep track of payment completion requests. The dashboards also enables them to access the monthly expenses, which act as an integral part of financial decisions.    
 

Supplier Dashboard

This dashboard is specific to supplier and vendors to track the number of quotations and orders they need to action further. Access monthly revenue data and add and manage products to maintain an updated inventory.

Prerequisites

The dashboard isn't contingent on any specific prerequisite. The data simply gets populated when the underlying data is available in the application.

Use Cases

Procurer 
Procurement team uses the dashboard to:
  1. Track PRs and POs
  2. To have control on Expenses
  3. To access the number of active and inactive projects, suppliers, and product
Example: Procurement dashboards show a clear graphical representation of PRs in each status (Pending, Ongoing, Moved to purchase, Completed, and Total), along with the POs to action. This intuitive page helps the team to find out the required information at a glance and speed up the process.

 
  
Finance

For finance team, the dashboard helps to:
  1. Access the total number of projects and track each project's budget and spending
  2. Keep track of PRs and POs for approval and to process payment requests
  3. Access the monthly expense chart for important decisions
Example: The dashboard gives a quick glance of the projects and their corresponding total budget and amount spent so far. This clear view of data helps the team in regulating the overall financial decisions.
 


Supplier 

Suppliers or vendors use their dashboards mainly to:  
  1. Track quotations and orders to action
  2. Access their monthly revenue data
  3. Add and manage the product list to maintain updated inventory.
Example: Suppliers are mainly involved in providing quotations to the procurement requests and the at-a-glance view in the dashboard clearly depicts the total number of quotations along with the quotations given and selected, which helps them speed up the process of their call-for-action.
 

 

Points to Note 

At present, our dashboards are configured to automatically populate data as soon as the underlying data is available. Please note that user customization of these dashboards is not available at this time. However, we're actively working on a feature that will allow super admins to tailor dashboards for each role.
 
In the meantime, if the user has a specific customization request in the dashboards, for example to add or modify a particular chart or report or requires any other statistics from a different perspective, they can contact us. If any requests are feasible, they can be included to the current dashboards.  
 
Links to each dashboards will be added later when they are available.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Understanding Requests

                                                                                                          1. What Does This Page Cover? Learn about requests and understand the crucial role they play in initiating and guiding the acquisition of required goods or services. 2. Overview In the procurement process, requests play a pivotal role in initiating ...
                                                                                                        • Understanding Projects

                                                                                                          1. What Does This Page Cover? Learn about the significance of Projects, why they are essential, and the impact they make in streamlining the procurement process. Understand more about the procurement process in detail. 2. Overview The concept of ...
                                                                                                        • Understanding Procurement Process

                                                                                                          What Does This Page Cover? Learn how you can create a procurement request and the various stages involved in the process for organizations. Overview Procurement is a constructive method used to streamline an organization’s procurement process to ...
                                                                                                        • Understanding Approvals

                                                                                                          What Does This Page Cover? Learn about approvals in the procurement process, why, they are required, and the teams involved in timely approvals and rejections of PRs and POs. Overview An approval refers to a formal process of granting consent, ...
                                                                                                        • Understanding Quotations

                                                                                                          What Does This Page Cover? Learn about Quotations in the procurement process, Request for Quote (RFQ), and how they help users with effective quote comparison and to complete the purchase successfully. Overview Quotations in procurement refer to the ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources