Getting started · Guide 15 of 624

Dashboards in RockifyERP

RockifyERP dashboards show your key numbers as charts and number cards, such as sales this month, stock value and money owed.

How to do it in RockifyERP

  1. Open a workspace, for example Selling or Stock. Its charts appear at the top.
  2. Click the filter icon on a chart to change the period, company or warehouse.
  3. Click a number card to open the list behind it.
  4. To build your own, search Dashboard, click + Add, and add charts and number cards.

Tip: Put the five numbers you check every morning on one dashboard and bookmark it.

Related RockifyERP guides

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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