Brightpearl provides the ability to create dashboards to allow you to view summaries of your data at a glance.
A dashboard is a panel displaying key information for your business through widgets. The information can be filtered at both dashboard and widget level to ensure you get the most of your data.
This article will detail how to access dashboards as well as how to create and edit them.
Note: For more details on how the current functionality compares to the previous iteration, view the comparison here.
This is accessed through the top menu bar under dashboards. You can choose to display all dashboards created across your business or only the dashboards assigned to you using "My dashboards".
From this list, if you have sufficient rights you can create, edit, clone or delete a dashboard.
(see Dashboards permissions for more details)
Create a dashboard
When creating a dashboard, you can assign it to staff members to use and view, depending on their permissions.
You can configure whether to display two columns or three columns of widgets, and move the widgets around to customize the layout.
Brightpearl's dashboards offer extensive customization of the displayed data through filters. Widgets can be individually filtered while dashboards have a more limited set of filters that applies to all widgets, enabling high level changes.
For details on filtering please refer to the More on dashboards filters article.
For more details on widgets types and their specific filters please refer to the Dashboards widgets section.