Using Standard Dashboards (Placeholder)

Info: Placeholder Documentation

Zudello's advanced Reporting and Dashboard features, including standard dashboards, are currently under development or pending full documentation. This guide provides a conceptual overview based on planned functionality. Specific steps and UI elements may change.

Zudello aims to provide pre-built, standard dashboards offering quick visual insights into common business processes and key performance indicators (KPIs) across different modules like Purchasing, Expenses, and Approvals.

Best practices (Anticipated)

• Regularly check relevant dashboards for a high-level overview of process health.
• Use dashboards as a starting point for identifying areas that may require deeper investigation using custom reports.
• Understand the specific metrics and date ranges displayed on each dashboard widget.

Understanding Standard Dashboards (Anticipated Functionality)

Standard dashboards are expected to be collections of pre-configured charts, graphs, and key figures designed to provide immediate visibility into common areas of interest. Examples might include:

• AP Dashboard:
  • Total value of invoices processed (e.g., last 30 days).
  • Number of invoices by status (Ready, Approval, Completed).
  • Average invoice processing time.
  • Top suppliers by invoice value.
• Approval Dashboard:
  • Number of documents pending approval by user/group.
  • Average approval time per step or user.
  • Number of rejected documents.
• Expense Dashboard:
  • Total expense claim value submitted/approved.
  • Top spending categories.
  • Number of out-of-policy expense claims.
• Budget Dashboard (Potential):
  • Overall budget variance summary.
  • Top over/under-spent budget categories.

These dashboards would likely offer limited customization but provide valuable at-a-glance information without requiring users to build reports from scratch.

Accessing Standard Dashboards (Anticipated Location)

Standard dashboards will likely be accessible through:

• A dedicated Reporting or Dashboards module.
• Potentially as default views within specific modules (e.g., an "Overview" dashboard within Purchasing).

Interacting with Dashboards (Anticipated Process)

1. Navigate: Access the relevant dashboard.
2. View Widgets: Review the various charts, graphs, and KPIs displayed.
3. Hover/Click (Potential): Hovering over data points might reveal specific values. Clicking on sections of charts or specific figures might allow drilling down into the underlying data or related reports (linking to custom or pre-filtered standard reports).
4. Filter (Potential): Some dashboards might offer basic filtering options (e.g., by date range, team).

Need help?

As the Reporting and Dashboard features become available and fully documented, detailed guides on accessing and interpreting standard dashboards will be provided. In the meantime, contact your organisation administrator or Zudello support for information on the feature roadmap and availability.