Custom dashboards with role and department-specific KPIs are crucial for having a real-time pulse on the business and job responsibilities.

Cetec ERP allows each user to configure their own custom home screen dashboard, which is the screen users see when they login or click the logo within the application.

Users can populate their dashboard with a number of predefined dashboard widgets by using the “Add Content” box. These are broken out by intended department use, though there will be crossover functionality in some cases.

Widgets are role-restricted, meaning user role privileges and access will apply. For example, a production supervisor would not be able to access the A/R Aging or Cash Flow dashboard widgets. This makes it much quicker for users to build out their custom dashboards in a way relevant to their individual needs.

While there are a number of preset dashboards, this document will outline and describe the widgets available for use.

Production

• Order Movement: This dashboard shows the number of work orders that have moved from one specific location to another. Multiple to and from locations can be added, as well as filters for display quantities, ordlines, or dollar value. By clicking more options, data can be further filtered.
• Open ECOs: This dashboard lists open ECOs in a spreadsheet format, which is displayed and searched by Assigned To, Owned By, Workflow Stage, and Time in stage/ Days Threshold.
• SVOP (Table): This table shows the sales value of production. The dashboard shows all warehouses, with rows for yesterday, MTD, and YTD. The columns show customer shipments, out of stock, into stock, and the total for the rows.
• SVOP - Sales Value of Production: This dashboard shows the sales value of production, with pie charts for Yesterday, MTD, and YTD showing the value built into stock and built/shipped to customer.
• Parts to Release: This report shows the parts that have been received within a given date range that are ‘Hot’, defined as Orders with Need. It also shows the number of orders needing that part. This report is used to issue materials to work orders actively needing that material.
• Orders in Work Location: This dashboard shows the number of ordlines (work orders) and the sum of the extended resale of those lines. By clicking the pencil icon, you can filter for work locations and warehouse locations. By entering a value in the ‘Green’ and ‘Red’ fields, you can highlight if the total resale value is less than a specific value (which is good), or more than another value (which is bad). This dashboard can be used multiple times, to filter for multiple work locations.
• Released Orders: This graph shows orders that have been released within a certain time frame. The filter options are 1 day, 1 week, 1 month, 3 months, 6 months, and 1 year. It will show you the completed orders and the short orders that have been released.
• Overdue Orders: This aging bar graph shows the sum of the ext resale of past due orders, grouped into 30 day buckets. It can be grouped by Customer or Inside Sales Rep.
• Weekly Orders: This aging bar graph shows the dollar value of orders due this week, the following week, or past due. Dollar values can be shown based on either Customer or Work Location.
• Orders by Status: This dashboard displays the number of WOs assigned to a user, and can be filtered by Workflow Stage.
• Open Orders by Location: This dashboard shows open orders by location in a column/row format. Orders can be searched by Warehouse Location(s), Work Location(s), Customer, and Date Moved. This can be filtered to show data for production supervisors, who can show Production line, Inside Sales, and Customer Number.
• Order Pulse: This thermometer dashboard shows the number of orders that have been moved through specific work locations within a defined date range, as well as the number of orders at that location at the beginning of the selected date range. This dashboard is used to track the efficiency and movements of those departments.
• Shortages: This report shows the revenue impact of short orders, compared to a monthly revenue goal. You can review the Total Backlog per month or past due, the ext resale value of Short Orders, the ext resale of orders based on a Clear to Build (how many can be built based on part availability), and the Projected Revenue Change. This report leverages bookings to calculate projected revenue changes within a month in order to show if projected revenue has increased or decreased based on new orders, canceled orders, or changed orders. ‘Goal’ is a user-input field to input a monthly revenue goal per month. ‘Delta’ calculates the delta of the combo of backlog, short, clear to build, and revenue changes, to show delta to projected revenue.

Sales

• Open Quotes: This bar graph shows aging quotes in 30 day increments (0 -30, 31 -60, etc.) and their corresponding dollar value. This dashboard can be grouped by Workflow Stage, Customer, or Business Type and filtered by OSR, aging by due date, aging by creation date, and ISR.
• Backlog by Customer: This dashboard shows backlog by customer, with columns for MTD, Previous MTD, YTD and Previous YTD. The Date Type can be set to Ship Date, Dock Date, or Ordered On Date. This dashboard can also display Customer or Business Type and be filtered by Warehouse Location(s).
• Margin Report: This report shows a list of orders under a set gross margin threshold percentage, and can be filtered by order status and a date range for ship date, dock date, or ordered on date. The Margin Report is useful when requoting orders.
• Sales by User: This dashboard shows an exportable report of users, their number of sales, and the total value of those sales. It also has a hyperlink to the full sales report.
• Quote Conversion: This pie chart shows lost quotes versus won quotes. The chart displays percentages for quotes set to pending, quotes converted to an order, open status quotes, and lost quotes.
• Monthly Booking Value: This dashboard shows the total value of bookings, grouped by month. You can set a monthly goal for bookings in config settings, and this will compare the actual bookings to the target bookings.
• Open Order Lines: This dashboard shows an exportable report of the open order backlog. This includes the number of open order lines, their total resale amount, and the total GP amount at the top of the dashboard. The dashboard then has columns showing the order number, line number, customer, part number, resale, and ship date. There is a hyperlink to the backlog by customer report and a hyperlink to the order list.
• Bookings: This dashboard shows current and future bookings. Current and Future bookings are separated by the # of Days filter. Bookings with ship date less than today plus that value will show on Current bookings; Bookings with ship date greater than today plus this value will show in Future. The hyperlinks take you to the bookings report with the necessary filters. There is a link to the bookings report at the bottom of the dashboard.
• Top Open Quotes: This dashboard shows a list of open quotes from highest value to lowest value. If you click on the ID, it will take you to the quote. Clicking on the customer will take you to the customer.
• Sales Funnel: This dashboard shows the number of open leads in each stage of your sales funnel based on your lead programs. You can filter by specific programs or all programs. The dashboard will list out each step of your sales process.
• Order Values: This dashboard shows order resale, cost, GP value, and GM % based on ship date or due date. The hyperlinks will take you to the order list, with the report filtered by the number of days you clicked on.
• Open Sales Orders: This dashboard is a bar graph showing resale versus GP. It shows aging based on ship date for this month, next month, third month, and remaining months.
• Customer Satisfaction: This dashboard is a list of all open Customer Satisfaction cases currently assigned to your user. It includes the stage, customer, and ID, which is a link. There is also a link to the customer satisfaction cases list.
• Booking by Customer: This dashboard shows booking by customer with columns for MTD, Previous MTD, YTD and Previous YTD. You can set the Type to Customer or Business, and can choose to filter by Warehouse Location(s).
• Invoice Values (credit memo yes/no): This dashboard shows invoice data from Yesterday, Today, MTD, Prior MTD, Prior Year MTD, Prior Month, YTD, Prior YTD, and Prior Year. The hyperlinks will take you to the invoice list with the date range. You can filter it to include or exclude credit memos.
• Customers: This is a list of all Customers that your user has created quotes for, showing the Customer, the last quote, and YTD Sales.
• Quotes: This is a list of all open quotes that have your user marked as the quote owner.
• Ontime Shipment Report: This dashboard is a bar graph showing invoices, on-time invoices, and percent on-time. You can customize the range of the graphs set on the dashboard by yesterday, MTD, prior month, and YTD. You can choose to compare by ship target, dock date, original ship date, invoice date, or entry date. There is also a hyperlink available to the on-time shipment report page.
• Revenue by Customer: This report groups revenue by customer, or by business type, into MTD, Previous MTD, YTD, Previous YTD, with rolling MTD for the last 3 months and 6 months.
• Consolidated Margin: This dashboard displays consolidated margins for customers, whose Types can be set to Customer or ISR. The report can also be further filtered by location, and features columns for MTD, Previous MTD, YTD, and Previous YTD.

Accounting

• A/R Summary: This bar graph displays A/R value by 30 day periods. Clicking the A/R total value will take you to the A/R summary. The Cash value displayed is the total value of everything in the assets account. Clicking on the cash value will take you to the account list to view the breakdown.
• Cash in by Week: This dashboard provides a projection of the cash flow going into the system based on Ext Resale values of Open Order lines + Unpaid Invoices. This dashboard also provides a hyperlink directly to the Cash Projections Report.
• Cash out by Week: This dashboard provides a projection of the cash flow going out of the system based on Ext Cost values of Open PO lines + Unpaid Vouchers. This dashboard also provides a hyperlink directly to the Cash Projections Report.
• Discounts Taken: This dashboard shows the total value of all discounts taken. It can be filtered by AR/AP, Entered On date, Post On date, and Warehouse Location(s).
• Inventory Values: This column graph shows a high level by month total value of your inventory that can be filtered by location Warehouse Location(s). The monthly total is a cached value, and shows a rolling 12 month or 6 month history.
• A/P Summary: This bar graph shows A/P accrued value in 30 day periods. The A/P total is displayed, and if clicked will take you to the A/P Aging Summary.
• Credit Memo Value: This column chart graph shows the total value of Credit Memos per customer. It can be filtered for date range, and open/closed/all.

Purchasing

• Review for Buyers: This graph helps you to track Buyer action, along with projected spend on parts. The bar graph shows two lines per row. The first line row shows the number of PO lines placed over a given date range, with a hover tip showing total dollar value. The second row shows the number of Parts on MRP with a ‘Need to Buy’ signal, along with the cost of those parts. This graph can be viewed by PRC or Buyer.
• PPV Per PRC: This bar graph dashboard that shows the sum of either PPV or Prior Buy Delta (based on last buy cost) over a date range. This can be shown by PRC, Vendor, or Buyer.
• Unacknowledged POs: This bar graph based on PO Creation Date shows the aging of Unacknowledged POs, which can be shown by Vendor or Buyer.
• Late Purchase Orders: This exportable list shows PO’s that are unreceived and past their dock date. This list can be sorted by ID, PO Number, PO Line, Due Date, or Prcpart. The results can be displayed in 10, 25, 50, & 100 increments. There is a link to view the PO list filtered to late PO’s, available by clicking “view all late PO lines”.
• PQuotes: This list displays an exportable list of the open PQuotes created by the user logged in. The list can be sorted by PQuote #, Location, Vendor, Workflow Stage. You can review results by increments of 10, 25, 50, and 100. There is a link to view all PO’s on the bottom of the widget.
• Aging Buy Signal: This bar graph is separated into PRC groups or buyers, then displays aging buy signals within the PRC group divided into 30 day increments. Aging Buy Signal is a date assigned to a part when it first appears on MRP.

Warehouse

• Part Search: This dashboard is a simple search bar for parts. Once you select a part, it gives a hyperlink to the part record and the part waterfall. The dashboard shows the parts description, cost, resale, and quantity on hand.
• Receiving Pulse: This is a column chart comparing the number of actual receipts to the number of expected receipts, based on PO Dock Date within a selected data range.

Parts

• Cycle Count: This dashboard represents data related to parts that have been Cycle Counted within your environment. There are two graphs that are presented with different data available for users:
  • The first graph shown provides data related to cycle counted inventory and its Inventory Value, compared against Adjustment Values done when cycle counting
  • The second graph shown provides data showing the Total amount of Inventory Counted, along with the number of Bins Adjusted.
• Inventory by Commodity Code: This dashboard provides a visual pie chart graph representation of your total inventory value, segmented by commodity code for each location. It also provides a hyperlink to the Parts by Warehouse report covering all warehouse locations.
• Inventory: This dashboard is a scrollable & interactive widget that provides data on the Total Inventory Values in Dollars, broken down by PRC codes in a bar graph. Not only does it provide a hyperlink to the PRC List report, but you can also click into each PRC code and have the PRC List Report filtered for that specific PRC bar in the graph

Quality

• NCR/CAR Dashboard: This dashboard is a pie chart that shows NCRs by type, disposition, customer, or vendor. (These options are chosen from a dropdown menu.) This dashboard also has a hyperlink to the full NCR and CAR dashboard page.
• Open RMAs: This bar graph shows aging RMAs by dollar value, colored coded by 30 day periods. Dashboard filters are based on how RMAs should be grouped. Filters include Workflow Stage, Assigned To (workflow assignment), and Initiator (who created RMA)
• NCR Aging - Bar Graph for Open NCRs to show aging by number of NCRs per creation date. Dashboard groups by NCR Types such as Customer, Vendor, etc (data maintenance table) or can be grouped by Workflow Stage or Assigned To

Uncategorized

• Reminders: This is an exportable list of reminders created by the user. When creating a note, selecting the “Set Reminder” button” will cause the reminder to display here. The list is sortable by ID, User ID, Created On, Type, Comments, Object Type, or Object ID. The list is viewable in 10, 25, 50, or 100 increments. Clicking the “reminders” link at the bottom of the widget will take you to the “All Notes Entered By Me” page.
• My Tasks: This dashboard is an interactive widget that represents all of the tasks assigned to the user who is signed into the system on that device. You can also filter that specific dashboard widget based on object type, and is also ‘exportable’ directly from the dashboard widget itself. The My Tasks dashboard also provides a hyperlink that redirects you to the users specific My Tasks Report.