Category Archives: Dashboards

Need Dashboards? We have an App for that!


There’s a variety of ways for Dynamics SL users to build and view useful Dashboards for their teams. Dashboards are real-time user interfaces showing a graphical presentation of your company’s Key Performance Indicators (KPIs). They show both the current status and historical trends of KPIs that enable you to make accurate evaluations and informed decisions regarding your company’s performance.

Each user can have their own Dashboard that displays what is important to them. A Project Manager might view her projects’ performance or resources. An Executive might view total project work, top projects, and top project managers. A Sales Director might view sales by salesperson or by customer. Again, you decide what is important for members of your teams and set up Dashboards with user-based security so people only see what they are authorized to see.

Our own Donna Hurst and Kevin Graham recently taught a webinar that shows you how to set up Dashboards with Dynamics SL data three different ways—in Excel, SSRS, and Power BI. This helps you see the advantages of each and decide which type is best for your company or team.

Visit this page to access the webinar > WEBINAR: Dashboards in Dynamics SL

The Power of Dashboards and Business Intelligence

businessanalyzer

All too often, business data is hard to access and use. Without reporting software and dashboards, your ability to make sound business decisions is handicapped.

A Synergy solution delivers this business data utilizing Dynamics SL—along with some of the most advanced, modern analytical tools on the market. The result is accurate business intelligence about your customers, sales, projects, markets, finances, inventory, orders, and much more.

These analytical tools include SQL Server Reporting Services (SSRS), Business Analyzer, and Microsoft Power BI.

SSRS is a flexible and highly configurable report builder that creates executive dashboards that convey business intelligence. With Business Analyzer, you can gain powerful, role-specific insight through reports, charts, and graphs. Power BI enables you to monitor your business and get answers quickly through rich dashboards on any device. Like all of these tools, it transforms your company’s data into visuals you collect and organize so you can focus on what matters to you.

Finally, for more exacting reporting needs, there’s the third-party solution, Bi360 by Solver. It is a self-service business intelligence suite that combines a complete web-based and Excel solution with mobile apps, comprised of Reporting, Budgeting, and Dashboards. It also has an optional pre-configured Data Warehouse.

To see more examples of how these charts and dashboards display, visit Financial Reporting & Dashboards. To learn how you can obtain any of these tools for your Dynamics SL system, contact your Account Manager if you are a Synergy client or our Solutions department if not, at info@synergybusiness.com.