KPI Dashboards and Visualizations NAV 2016

Dynamics NAV 2016 dashboards are scorecards, graphs, and charts that utilize key performance indicators (KPIs) to demonstrate your organization’s trends, successes, and challenges – either collectively, departmentally, or focused on a project.

There are two types of dashboards in Microsoft Dynamics NAV 2016, user dashboards and system dashboards. Dashboard is very much customizable as per the user roles which can be visible only to them in their work area such as Sales, Service, or Marketing. An admin or functional consultant can create or customize system dashboards, when published, could be visible to everyone or as per the assigned role in the organization. A user can also choose and set their user dashboard as their default dashboard and override the system dashboard.

Create a new dashboard – Dynamics NAV 2016

1. Go to Settings > Customizations.
2. Click Customize the System > Components > Dashboards.
3. Click New, choose a layout, and then click Create.
4. In the Dashboard: New dialog box enter a name for the dashboard.
5. Select one of the component areas and then select the icon for a chart or a list. You can set up to six components in the dashboard.
6. For example, to add a chart, in the Add Component dialog box, select values for Record Type, View, and Chart, and then select Add to add the chart to the dashboard.
7. At last, select Save and then Publish.

Edit an existing dashboard – Dynamics NAV 2016

1. Go to Settings > Customizations.
2. Click Customize the System > Components > Dashboards.
3. Open (double-click) a dashboard, select one of the component areas, and then click Edit Component.
4. In the Set Properties dialog box, make your changes. When you’re done, click Set.
5. When you’ve completed your changes be sure to save them, and then publish them.

BI Charts and KPIs of Dynamics NAV 2016: Gaining Valuable Insight About Your Business

The charts, graphs and KPIs included in Dynamics NAV 2016 provide a comprehensive and consistent overview of up-to-date information, facilitating fast, easy and intuitive business process monitoring.

Combining BI capabilities with advanced charts, KPIs and reporting functionality, Dynamics NAV 2016 gives access to an impressive assortment of features and tools that you can use to monitor business processes, analyze trends, identify potential issues before they become real problems and make strategic planning more straightforward.