> ## Documentation Index
> Fetch the complete documentation index at: https://betterdatainc.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards Overview

> Role-oriented guide to dashboards and key metrics

# Dashboards Overview

Dashboards provide real-time visibility into inventory, planning, and operations performance. This guide explains dashboards from a role-oriented perspective.

## Recommended Starting Points by Role

<Note>
  **Don't Hide Menu Items**: All users see the same dashboard menu. This guide explains recommended starting points for each role, but you can access any dashboard you have permissions for.
</Note>

### Executive (Summary Dashboards)

**Start here:**

1. **Executive Dashboard** - High-level overview of key metrics
2. **KPI Dashboard** - Key performance indicators
3. **Service Level Dashboard** - Customer service metrics
4. **Inventory Health Dashboard** - Overall inventory health

**Daily workflow:**

* Review executive dashboard for overall health
* Monitor key performance indicators
* Review service level performance
* Analyze inventory health trends
* Make strategic decisions based on dashboards

### Planner (Forecasting + Replenishment)

**Start here:**

1. **Planning Dashboard** - Forecast accuracy and planning metrics
2. **Forecast Dashboard** - Forecast performance and trends
3. **Replenishment Dashboard** - Replenishment recommendations and status
4. **Transfer Dashboard** - Transfer recommendations and execution

**Daily workflow:**

* Review planning dashboard for forecast accuracy
* Monitor forecast performance
* Review replenishment recommendations
* Track transfer execution
* Adjust planning based on dashboard insights

### Operations (Warehouse/Inventory)

**Start here:**

1. **Operations Dashboard** - Daily operations overview
2. **Inventory Dashboard** - Current inventory levels and status
3. **Shipment Dashboard** - Shipment status and performance
4. **Cycle Count Dashboard** - Cycle count status and accuracy

**Daily workflow:**

* Review operations dashboard for daily tasks
* Monitor inventory levels and alerts
* Track shipment status
* Review cycle count progress
* Address operational issues

### Finance (COGS, Holding Cost, Cost-to-Serve)

**Start here:**

1. **Finance Dashboard** - Cost and financial metrics
2. **Inventory Valuation Dashboard** - Inventory value and holding costs
3. **Cost-to-Serve Dashboard** - Cost-to-serve by channel/product
4. **On-Order Dashboard** - Committed inventory costs

**Daily workflow:**

* Review finance dashboard for cost metrics
* Monitor inventory valuation
* Analyze cost-to-serve
* Track on-order commitments
* Generate financial reports

## Dashboard Types

### Planning Dashboard

The planning dashboard shows:

* **Forecast Accuracy**: MAPE, WAPE, bias metrics
* **Planning KPIs**: Key planning performance indicators
* **Recommendations**: Active planning recommendations
* **Transfer Recommendations**: Pending transfer recommendations
* **Forecast vs Actuals**: Comparison of forecasts to actual demand

**Key Metrics:**

* Forecast accuracy (MAPE)
* Forecast bias
* Planning recommendation execution rate
* Transfer recommendation execution rate

### Inventory Dashboard

The inventory dashboard shows:

* **Inventory Levels**: Current inventory by location and channel
* **Stock Status**: In stock, low stock, out of stock
* **Movement**: Recent inventory movements
* **Alerts**: Active inventory alerts
* **Valuation**: Inventory value and holding costs

**Key Metrics:**

* Total inventory value
* Days of supply
* Stockout rate
* Inventory turnover

### Operations Dashboard

The operations dashboard shows:

* **Shipments**: Recent shipments and status
* **Receiving**: Recent receiving activity
* **Cycle Counts**: Recent cycle counts and variances
* **Adjustments**: Recent inventory adjustments
* **Tasks**: Pending operational tasks

**Key Metrics:**

* Shipment fulfillment rate
* Receiving accuracy
* Cycle count accuracy
* Adjustment rate

### Finance Dashboard

The finance dashboard shows:

* **Inventory Valuation**: Current inventory value
* **Holding Costs**: Inventory holding costs
* **Cost-to-Serve**: Cost-to-serve by channel/product
* **On-Order Costs**: Committed inventory costs
* **COGS**: Cost of goods sold metrics

**Key Metrics:**

* Inventory value
* Holding cost percentage
* Cost-to-serve by channel
* On-order commitment value

### Executive Dashboard

The executive dashboard shows:

* **Overall Health**: High-level system health indicators
* **Key Metrics**: Top-level KPIs
* **Trends**: Key trend indicators
* **Alerts**: Critical alerts requiring attention
* **Performance**: Overall performance summary

**Key Metrics:**

* Service level
* Inventory turnover
* Forecast accuracy
* Operational efficiency

## Customizing Dashboards

### Adding Widgets

1. Click **Customize Dashboard**
2. Select widgets to display:
   * **Metrics**: Key performance metrics
   * **Charts**: Visual representations
   * **Tables**: Data tables
   * **Alerts**: Alert summaries
3. Arrange widgets by dragging
4. Save your layout

### Configuring Widgets

Configure each widget:

* **Time Period**: Date range for data
* **Filters**: Location, channel, product filters
* **Display Options**: Chart type, table format, etc.
* **Refresh Rate**: How often to refresh data

### Saving Layouts

Save custom dashboard layouts:

* **Personal Layout**: Your personal dashboard
* **Shared Layout**: Share with team
* **Role Layout**: Default for role
* **Organization Layout**: Organization-wide default

## What Success Looks Like

### Executive Success

* ✅ Dashboard shows clear overall health
* ✅ Key metrics visible at a glance
* ✅ Trends easily identifiable
* ✅ Critical issues highlighted
* ✅ Strategic decisions supported

### Planner Success

* ✅ Planning metrics clearly visible
* ✅ Forecast accuracy tracked
* ✅ Recommendations easily accessible
* ✅ Performance trends visible
* ✅ Planning decisions data-driven

### Operations Success

* ✅ Daily operations clearly visible
* ✅ Inventory status easily checked
* ✅ Shipment status tracked
* ✅ Tasks and alerts visible
* ✅ Operational efficiency measured

### Finance Success

* ✅ Cost metrics clearly visible
* ✅ Inventory valuation tracked
* ✅ Cost-to-serve analyzed
* ✅ Financial reports accessible
* ✅ Cost optimization supported

## Common Pitfalls

### 1. Too Many Widgets

**Problem**: Adding too many widgets makes dashboard cluttered and hard to use.

**Solution**: Focus on key metrics:

* Limit to 6-8 widgets per dashboard
* Group related metrics
* Use tabs for different views
* Create multiple focused dashboards

**How to avoid**: Start with essential metrics, add more only if needed.

### 2. Not Customizing for Role

**Problem**: Using default dashboard instead of customizing for your role.

**Solution**: Customize dashboard for your role:

* Add role-specific metrics
* Remove irrelevant metrics
* Arrange for your workflow
* Save your layout

**How to avoid**: Make dashboard customization part of onboarding.

### 3. Not Reviewing Regularly

**Problem**: Setting up dashboard but not reviewing it regularly.

**Solution**: Make dashboard review part of routine:

* Set up daily review schedule
* Use dashboard for decision-making
* Update dashboard as needs change
* Share insights with team

**How to avoid**: Make dashboard review part of daily workflow.

### 4. Ignoring Alerts

**Problem**: Dashboard shows alerts but not acting on them.

**Solution**: Act on dashboard alerts:

* Review alerts regularly
* Prioritize critical alerts
* Take action on alerts
* Track alert resolution

**How to avoid**: Make alert review and action part of dashboard workflow.

## Troubleshooting

### Dashboard Not Loading

**Symptoms**: Dashboard not displaying or loading slowly.

**Possible causes:**

1. Too many widgets
2. Data query performance issue
3. Network connectivity issue
4. Browser cache issue

**Steps to resolve:**

1. Reduce number of widgets
2. Check data query performance
3. Verify network connectivity
4. Clear browser cache
5. Refresh dashboard
6. Contact support if issue persists

### Metrics Not Updating

**Symptoms**: Dashboard metrics not refreshing or showing stale data.

**Possible causes:**

1. Refresh rate not configured
2. Data not available
3. Calculation issue
4. Cache issue

**Steps to resolve:**

1. Check refresh rate configuration
2. Verify data availability
3. Review calculation settings
4. Clear cache and refresh
5. Check data source

### Widget Configuration Lost

**Symptoms**: Widget configuration not saving or lost.

**Possible causes:**

1. Configuration not saved
2. Layout reset
3. Permissions issue
4. System update

**Steps to resolve:**

1. Verify configuration was saved
2. Check if layout was reset
3. Verify user permissions
4. Reconfigure widgets
5. Save layout again

### Can't Add Widgets

**Symptoms**: Unable to add widgets to dashboard.

**Possible causes:**

1. Permissions issue
2. Widget limit reached
3. Widget not available
4. System issue

**Steps to resolve:**

1. Check user permissions
2. Verify widget limit
3. Check widget availability
4. Refresh page and try again
5. Contact support if issue persists

***

## Related Pages

* [KPIs](/improve/kpis)
* [Service Levels](/improve/service-levels)
* [Forecast Accuracy](/decide/forecast-accuracy)
* [Reports](/improve/reports)

***

## Permissions & Roles

<Tip>
  Viewing dashboards requires standard user permissions. Customizing dashboards may require additional permissions. Some dashboards may be role-specific. Contact your organization administrator for details.
</Tip>