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Attribution

EnigmaERP Dashboards

EnigmaERP includes dashboards, analytics pages, reports, and workspaces that help teams monitor business activity across modules. These views bring important information into one place so users can review trends, exceptions, transactions, and operational status without opening each document individually.

Dashboards are useful for day-to-day monitoring, while reports and analytics pages are useful for deeper review. In practice, most EnigmaERP teams use a combination of module workspaces, dashboards, and reports.

Accounting Dashboard And Reports#

The Accounting dashboard and reports help finance teams track receivables, payables, profitability, taxes, ledgers, and financial statements.

Selling Dashboard And Sales Analytics#

Selling dashboards and reports help teams review sales performance, quotations, sales orders, invoices, customers, and sales trends.

Buying Dashboard And Purchase Reports#

Buying dashboards and reports help procurement teams monitor purchase activity, suppliers, purchase orders, pending receipts, and procurement performance.

Stock Dashboard And Inventory Reports#

Stock dashboards and reports help inventory teams track stock levels, valuation, ledger movement, batches, serial numbers, and stock reconciliation.

Manufacturing Dashboard And Reports#

Manufacturing dashboards and reports help production teams monitor work orders, production planning, BOMs, operations, and material requirements.

CRM Dashboard And Reports#

CRM dashboards and analytics help sales teams monitor leads, opportunities, campaigns, pipeline movement, and customer interactions.

Projects Dashboard And Reports#

Project dashboards and reports help teams monitor project progress, profitability, tasks, timesheets, and billing.

  • Project Reports: Review project-related reports.
  • Project Profitability Report: Analyze project profitability.
  • Project Settings: Configure project behavior before using project reports.

Support Dashboard And Reports#

Support dashboards and reports help service teams monitor issues, support workload, maintenance activity, and customer support performance.

Asset Dashboard And Reports#

Asset dashboards and reports help finance and operations teams review fixed assets, depreciation, asset movement, and asset accounting.

HR And Payroll Dashboards#

HR and payroll dashboards and reports help teams monitor employees, leave, attendance, appraisals, salary structures, payroll, and compliance.

  • Human Resources Reports: Review HR reports.
  • HR Reports: Index of HR reports.
  • Appraisal Overview Report: Review appraisal progress and status.
  • Leave Ledger Report: Review leave ledger entries.
  • Employee CTC Break-Up: Review employee cost-to-company details.
  • India Payroll Reports: Review India payroll reports.

Loan And Lending Dashboards#

Lending dashboards and reports help teams monitor loan applications, disbursements, repayments, outstanding balances, securities, and cash flow.

  • Lending Reports: Index of lending reports.
  • Loan Outstanding Report: Review outstanding loan balances.
  • Future Cashflow Report: Review expected future cash flows.
  • Past Cashflow Report: Review past cash flows.
  • Loan Statement of Account: Review statement of account for loans.
  • Loan Repayment and Closure: Track repayment and closure details.
  • Loan Security Status: Review loan security status.
  • Loan Security Exposure: Review exposure against securities.
  • Credit Reporting: Review credit reporting tools.

Analytics And Custom Dashboards#

EnigmaERP also works with reporting and dashboard tools in the Frappe ecosystem. These are useful when a standard report is not enough and a team needs custom charts, grouped metrics, or cross-module analysis.

  • EnigmaERP Analytics: Review analytics features in EnigmaERP.
  • Insights Dashboard Overview: Understand dashboard concepts in Insights.
  • Creating Your First Dashboard: Create a custom dashboard in Insights.
  • Sharing and Access Control: Control who can view dashboards.
  • Report Builder: Create reports without code.
  • Query Report: Create SQL-based reports.
  • Script Report: Create script-based reports.
  • Workspace: Use workspaces to organize module-level shortcuts, charts, and links.

Choosing The Right Dashboard#

Use a module dashboard or report when you want to monitor a specific area of EnigmaERP:

  1. Use Accounting Reports for financial review.
  2. Use Sales Reports for sales performance.
  3. Use Buying Reports for procurement tracking.
  4. Use Stock Level Report and Stock Ledger Report for inventory monitoring.
  5. Use Manufacturing Dashboard and Production Analytics for production review.
  6. Use Project Reports for project tracking.
  7. Use Support Reports for customer support review.
  8. Use Insights Dashboards when you need custom dashboards across modules.
Adapted for EnigmaERP from the ERPNext documentation, © Frappe Technologies Pvt. Ltd. Content licensed under CC-BY-SA 3.0. EnigmaERP is a product of Enigma and is not affiliated with or endorsed by Frappe Technologies Pvt. Ltd.