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Anya Ciecierski, CAL Business Solutions

4 Reasons Every Distribution Company Should Use SalesPad Dashboards in Microsoft Dynamics GP


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I love SalesPad dashboards in Microsoft Dynamics GP because you can literally get any metric you need to run your distribution business.  That is a bold statement, so let me explain in more detail.

In general, the SalesPad tool for Dynamics GP is focused on the sales and the inventory, so most of the reporting done in SalesPad is for the distribution area. You can answer questions such as: ‘Who does the buying?’, ‘Where are these items?’, ‘What kind of quantities do we have on hand?’

However with the new SalesPad dashboards you have access to EVERY table stored in Microsoft Dynamics GP. This means that you can also get all the financial information such as cash flow, AR, AP, sales, customers, vendors and more.

We have one Dynamics GP distribution client in particular that is very excited about using these SalesPad dashboards to pull in financial and purchasing information.  For example, they want to know: ‘What is our cash flow position?’, ‘Do we have open orders?’, ‘What inventory has already come in?’, ‘What inventory has been purchased year-to-date?’ and other questions like that. Once the SalesPad dashboards are built it is just one click to refresh and view this information anytime.

Sample Salespad Dashboard for Dynamics GP

Here are four things I especially like about SalesPad dashboards for Dynamics GP:

  1. Drill Down Features 
    One really cool feature is the built in drill-down capabilities. For example, one dashboard has top products by revenue and I can see a pie chart of the top 10 products. If I click into one of those products it drills down and tells me who bought it and then I can drill down further and see what invoice it was on. These drill-down capabilities can be helpful if you're trying to find out what made this product the top seller.
  2. Master Filtering 
    Another really nice feature is master filtering.   Basically you can link all of the metrics on your dashboard to one metric. So let's say on your sales dashboard you have all of your metrics linked back to a sales rep. If you click on one of the sales reps’ names, all of the other metrics that are on your dashboard will filter through and only report on that one sales rep.
  3. New User Specific Security Rights  
    If you're making a financial dashboard that has a lot of sensitive information in it, you don't want to pick and choose people and overlook someone. So you can specifically name the CEO and CFO as the only people who can view the information, and it doesn't matter at that point what security group they were in.I'm a big fan of the way SalesPad handles security for the dashboards. Most of SalesPad security is based on user groups and you're either in that user group and have specific rights, or you're in a different group and you have separate rights. When it comes to dashboards, they have user-specific rights, which means that you can build a dashboard for Sales Rep A, Sales Rep B, Sales Rep C and each of them will only have access to their own dashboard. You don't have to be concerned about them seeing somebody else's information.
  4. Display Options  
    There are a number of different ways you can display dashboards.  If you're selling very specifically, such as in territories, states and countries, there are maps that will highlight either the area where those sales are coming through.There are grids, pivot charts, pie tables, pie graph charts and different gauges.  There are cards with the data right on them and then there are text boxes where you can leave additional notes.In my opinion, these SalesPad dashboards for Dynamics GP are fantastic!

Sample Salespad Dashboard for Dynamics GP

Easy To Build

SalesPad dashboards are very easy to build. As soon as you build the connection to your Dynamics GP database, which takes only a few minutes, you have everything accessible to you.  This is significantly easier if you have some SQL knowledge, because you can write queries to answer questions that you're asking often.

For example maybe your VP wants to know, ‘What is the status of year-to-date sales versus last year?’ or ‘What is our cash flow?’  If you are running these different queries and you know these reports, you can literally copy the query, paste it into the SalesPad dashboard and build your metric right off of that.

Push the Limits

I have built a number of SalesPad dashboards at this point, basically trying to stretch the limits to see how far I could push this idea and what I could make it do.

Right now my focus has been on the sales side. There haven’t been any questions that I haven’t been able to build a dashboard for, including fields of information that aren't in SQL, because with queries you can write in your own values.

I honestly believe that you can use SalesPad dashboards in Microsoft Dynamics GP to get any metric you need to run your distribution business.

If you are a distribution company researching new financial software let us help you evaluate Microsoft Dynamics GP with SalesPad.  860-485-0910 x4 or [email protected].

Download the white paper, “10 Questions Every Distribution Company Needs to Ask Before Buying Accounting Software”.

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