Microsoft Dynamics vendors provide comparisons and opinions to professionals in the ERP/Accounting software selection process


Solver Global

Dashboard Options for Microsoft Dynamics

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At this point, it might go without saying that Dashboards are the big deal of the Business Intelligence (BI) world these days.  Moreover, dashboards are the the top BI software solution for CFOs today.  I hear it all the time in various conversations with BI customers from the corporate world.  One man in particular expressed the necessity of sophisticated dashboards to present data to the executive team.  He confided that he runs reports routinely and their value is intact, but the company officers want to see dashboards.  He continued, “Dashboards are easy to read and any busy professional can understand the analytics at a glance.”  And that accessibility lends itself to other strengths as well.


Dashboards are impactful instruments of persuasion when showcasing transactional and operational trending data due to the fast-paced and visual nature of the social – and professional - culture.  With graphical scorecards and charts, the trajectory of the product or service your company provides can be swiftly displayed and digested.  However, this guy was utilizing the dashboard functionality natively within his ERP system and looking for a more robust solution that he could pitch to the executive team, but he was quite adamant about not wanting to spend a lot of his time, energy, and focus in sales meetings, webinars, and/or demos.  We brainstormed and concluded what we knew about the premier functionalities of today’s dashboards by comparing leading Dashboards software by looking at their features.  This article aims to do the same: showcasing what to look for in a Dashboards tool by comparing a few options, based on the most relevant characteristics.




To me, any product’s ease of use would arguably be the most significant facet to consider – and that definitely, perhaps especially, applies to Dashboards.  Vendors take a few different routes when it comes to manufacturing dashboard software: Enterprise Resource Planning (ERP) system-based, Excel, or a proprietary solution.  Some ERP systems have capabilities to allow users to generate dashboards directly from their databases.  Any person who routinely uses the ERP should probably know about the dashboard functionality, so utilizing it should be pretty easy.  Similarly, Excel is everywhere as the spreadsheet software that is trusted globally, so all of the formatting and resources are going to be very familiar to most finance teams.  Dashboards can be built natively in Excel, or there are numerous Excel add-in solutions that basically enhance the software with more abilities.  Either way, the fluency with Excel makes dashboard creation simpler.


On the other hand, dashboard solutions that have proprietary interfaces work externally of the systems that finance teams are already employing, which means a whole new batch of features, formulas, and formatting.  This could relatedly result in a steep learning curve, depending on how intuitive the software and the users are.  Their complexity might make them worth every penny to a customer, but the cost of implementation will probably be higher due to training, consulting, and/or support.  Depending on how many people will be using the Dashboards, another thing to consider would be data integration.

To continue learning more about what to consider when picking the best Dashboard Solution for Dynamics, read the rest of this article here.

by Solver, Inc.

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