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Open Orders Dashboard for Manufacturing Companies
Purpose of Open Order Dashboards Manufacturing companies use Open Order Dashboards to monitor their sales orders and ability to deliver product quantities to fulfill these orders on time and with expected quality. This includes benchmarking across plants. When used as part of good business practices in Financial Planning & Analysis (FP&A) and operations departments, an organization can improve and speed up its production planning, revenue optimization and related strategies, and it can reduce the chances that sales and profits suffer because of lack of management insights.
Example of an Open Order Dashboard Here is an example of an Open Orders Dashboard for a manufacturing company with analysis of metrics like sales, forecast and backlog.

Who Uses This Type of Dashboard? The typical users of this type of dashboard are: Executives, sales managers, analysts, plant managers, production managers,. Other Reports Often Used in Conjunction with Open Order Dashboards Progressive Financial Planning & Analysis (FP&A) and operations departments sometimes use several different Open Order Dashboards, along with profit & loss reports, cash flow reports, corporate financial dashboards, sales forecast, annual budgets, detailed sales order reports, inventory reports and other management and control tools.
Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.
What Tools are Typically used for Reporting, Planning and Dashboards? Examples of business software used with the data and ERPs mentioned above are:
- Native ERP report writers and query tools
- Spreadsheets (for example Microsoft Excel)
- Corporate Performance Management (CPM) tools (for example Solver)
- Dashboards (for example Microsoft Power BI and Tableau)
To learn more, visit the Resource Library.
TAGS: Reporting, Planning, Forecasting, Analysis, Budgeting, CPM, ERP, Dashboards, Industry, Financial Reporting, Template Library
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