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A PRACTICAL SOLUTION / MANUFACTURING ERP DASHBOARDS

Your ERP has the data. Find the next action.

Operational reporting starts with a decision: which orders are at risk, which shortages need attention, or which warranty patterns need investigation? The chart comes after the definition and the source have been checked.

Get more from your ERP ↗

SOUND FAMILIAR?

When this is worth a closer look.

  • People export and reconcile the same spreadsheets every week.
  • A report shows totals but does not explain what needs attention.
  • Different teams use different definitions of the same measure.

HOW WE APPROACH THE PROBLEM

Understand the dependencies.
Choose what to improve.

  1. 01

    Define the decision

    Agree the audience, action, measure and owner. Clarify what “late,” “available,” or “open” means in your business.

  2. 02

    Establish a trusted source

    Assess supported access to ERP or SQL Server data, table relationships, refresh frequency and permissions. Protect operational systems from unnecessary query load.

  3. 03

    Validate and make it routine

    Reconcile representative orders and totals with existing records. Document refresh timing, exceptions, ownership and how a user investigates a result.

ILLUSTRATIVE EXAMPLE

How this could work.

An operations manager combines exports to identify overdue orders. A targeted report could present the relevant exceptions with an owner and a link back to the source record, subject to available system access.

POSSIBLE PROJECT DELIVERABLES

Something you can use
and take ownership of.

  • Agreed definitions and source mappings
  • An action-oriented report, dashboard or exception list
  • Reconciliation checks, refresh guidance and access documentation

YOU DON’T NEED EVERY ANSWER YET

Useful questions to begin with.

  1. Which ERP/version and supported data access are available?
  2. What decision is currently being delayed by missing information?
  3. How current must the data be, and who should be able to see it?

Describe the situation in general terms. We can agree a suitable way to review sensitive records or technical details later.

Let’s look at the problem ↗