Difference between revisions of "Templates"
| (13 intermediate revisions by 2 users not shown) | |||
| Line 2: | Line 2: | ||
<translate> | <translate> | ||
| − | = | + | |
| + | |||
| + | <!--T:1--> | ||
| + | <span class="page-subtitle">You do not need to create your dashboards from scratch</span> | ||
<!--T:4--> | <!--T:4--> | ||
Our team, which has years of experience in information management, has created sets of dashboards for various areas of use ready for you to start using. Choose the area (template) in which you want to use the dashboards and we create them for you. You can use them as they are or change them as you see fit. | Our team, which has years of experience in information management, has created sets of dashboards for various areas of use ready for you to start using. Choose the area (template) in which you want to use the dashboards and we create them for you. You can use them as they are or change them as you see fit. | ||
| + | |||
| + | |||
| + | <!--T:16--> | ||
| + | '''Interested in sharing your own template(s) with any other user? [[Provide Template|See how]].''' | ||
| Line 13: | Line 20: | ||
<!--T:12--> | <!--T:12--> | ||
| − | * ''Templates'' are loaded with sample data. To use your own data, download the sample worksheet available on each model, replace with your information and update the [[Data Sources| | + | * ''Templates'' are loaded with sample data. To use your own data, download the sample worksheet available on each model, replace with your information and update the [[Data Sources|datasource]] provided by the template. |
<!--T:13--> | <!--T:13--> | ||
| Line 20: | Line 27: | ||
<!--T:5--> | <!--T:5--> | ||
| − | Currently available templates are: | + | '''Currently available templates are:''' |
| − | |||
<!--T:6--> | <!--T:6--> | ||
| + | '''English and Portuguese''' | ||
* '''[[Template Sales|Sales]]''': Manage your sales through "sales management" template on which contemplates: Sales period, Subsidiaries, Products, Customers, Region, City, Salesman, Revenues, Taxes, Costs and Profit. [[Template Sales|See more instructions]]. | * '''[[Template Sales|Sales]]''': Manage your sales through "sales management" template on which contemplates: Sales period, Subsidiaries, Products, Customers, Region, City, Salesman, Revenues, Taxes, Costs and Profit. [[Template Sales|See more instructions]]. | ||
<!--T:7--> | <!--T:7--> | ||
* '''[[Template Condominium|Residential Condominium]]''': Manage your residential condominiums through the ''Condominium'' template that includes Statement of Expenses and Income by Period, Higher Expenses, Comparison between Incomes and Expenses, etc. [[Template Condominium|See more instructions]]. | * '''[[Template Condominium|Residential Condominium]]''': Manage your residential condominiums through the ''Condominium'' template that includes Statement of Expenses and Income by Period, Higher Expenses, Comparison between Incomes and Expenses, etc. [[Template Condominium|See more instructions]]. | ||
| + | |||
| + | <!--T:20--> | ||
| + | * '''[[Template Fuel Station|Fuel Stations]]''': Manage the supplies made at your fuel stations through this model, which includes Analysis of Supply by Period, Supply by Forklift and Monthly Evolution of supplies. [[Template Fuel Station|See more instructions]]. | ||
| + | |||
| + | |||
| + | <!--T:23--> | ||
| + | '''Only Portuguese''' | ||
| + | |||
| + | <!--T:24--> | ||
| + | * '''[[Template ERP Pronto|Aplicação Integrada ao ERP Pronto]]''': This template is integrated with ABC71's ERP Pronto or Omega Cloud with automatic daily update. Consolidated Billing Indicators, Accounts Payable, Accounts Receivable and Inventories. Billing has 3 more detailed panels and allows users to create as many others as needed. [[Template ERP Pronto|See more instructions]]. | ||
| + | |||
| + | <!--T:21--> | ||
| + | * '''[[Template Focco ERP|Aplicação Integrada ao ERP Focco]]''': This template has several dashboards for analysis with Billing, Requests, Bills to Receive, Inventories and Production Orders information, all with integration processes between the ''Focco ERP'' and ''TaticView'' already available allowing an even more efficient management of your company. [[Template Focco ERP|See more instructions]]. | ||
| + | |||
| + | <!--T:22--> | ||
| + | * '''[[Template Windel ERP|Aplicação Integrada ao ERP Windel]]''': Template integrated with Windel ERP with sales analysis of products allowing an even more efficient management of your company. Example of this model is a bakery.. [[Template Windel ERP|See more instructions]]. | ||
<!--T:15--> | <!--T:15--> | ||
| Line 38: | Line 61: | ||
* '''[[Template Sadig Performance (Metrics Groups)|Sadig Performance (Grupos de Indicadores)]]''': Analyze and monitor the performance of the indicators extracted from your '''''Sadig Performance'''''. [[Template Sadig Performance (Metrics Groups)|See more instructions]]. | * '''[[Template Sadig Performance (Metrics Groups)|Sadig Performance (Grupos de Indicadores)]]''': Analyze and monitor the performance of the indicators extracted from your '''''Sadig Performance'''''. [[Template Sadig Performance (Metrics Groups)|See more instructions]]. | ||
| − | |||
| − | |||
| − | |||
| Line 60: | Line 80: | ||
<!--T:11--> | <!--T:11--> | ||
| − | * A new [[Data Sources| | + | * A new [[Data Sources|Datasource]] will be created with their respective [[Dashboard|dashboards]]; |
| − | |||
| − | |||
| − | |||
</translate> | </translate> | ||
Latest revision as of 14:27, 30 September 2022
You do not need to create your dashboards from scratch
Our team, which has years of experience in information management, has created sets of dashboards for various areas of use ready for you to start using. Choose the area (template) in which you want to use the dashboards and we create them for you. You can use them as they are or change them as you see fit.
Interested in sharing your own template(s) with any other user? See how.
Important:
- Templates are loaded with sample data. To use your own data, download the sample worksheet available on each model, replace with your information and update the datasource provided by the template.
- If you do not have all the data available leave the corresponding columns blank.
Currently available templates are:
English and Portuguese
- Sales: Manage your sales through "sales management" template on which contemplates: Sales period, Subsidiaries, Products, Customers, Region, City, Salesman, Revenues, Taxes, Costs and Profit. See more instructions.
- Residential Condominium: Manage your residential condominiums through the Condominium template that includes Statement of Expenses and Income by Period, Higher Expenses, Comparison between Incomes and Expenses, etc. See more instructions.
- Fuel Stations: Manage the supplies made at your fuel stations through this model, which includes Analysis of Supply by Period, Supply by Forklift and Monthly Evolution of supplies. See more instructions.
Only Portuguese
- Aplicação Integrada ao ERP Pronto: This template is integrated with ABC71's ERP Pronto or Omega Cloud with automatic daily update. Consolidated Billing Indicators, Accounts Payable, Accounts Receivable and Inventories. Billing has 3 more detailed panels and allows users to create as many others as needed. See more instructions.
- Aplicação Integrada ao ERP Focco: This template has several dashboards for analysis with Billing, Requests, Bills to Receive, Inventories and Production Orders information, all with integration processes between the Focco ERP and TaticView already available allowing an even more efficient management of your company. See more instructions.
- Aplicação Integrada ao ERP Windel: Template integrated with Windel ERP with sales analysis of products allowing an even more efficient management of your company. Example of this model is a bakery.. See more instructions.
- RH: Manage your human resources through the RH template that includes: workforce analysis, absenteeism control, evaluation of the overall staff by age group, level of education, etc. See more instructions.
- Sadig Performance (Projetos BSC): Analyze and monitor the performance of the indicators extracted from your Sadig Performance. See more instructions.
- Sadig Performance (Grupos de Indicadores): Analyze and monitor the performance of the indicators extracted from your Sadig Performance. See more instructions.
To install the desired template, follow the instructions below:
- Click the Templates option on the Main Page sidebar;
- Select the desired template and click on the option Install Template
;
- A confirmation message about the installation of the template will appear, where you should:
- Accept the terms of use of the templates;
- Agree to make your contact email available to the template author. Understand here;
- A new Datasource will be created with their respective dashboards;
