Dynamics GP Tip of the Month: Excel Dashboards

Formatting and reporting on data from Dynamics GP can often feel like a time-consuming task, especially with the high volume of transactions entered daily. Generating accurate, up-to-date reports requires tools that are both efficient and flexible. Fortunately, Dynamics GP includes a powerful solution that is already built in: Excel Dashboards.

Excel dashboards are interactive, real-time tools that display key data from Dynamics GP in a visual, easy-to-understand format. These dashboards allow users to monitor KPIs, track financial and operational metrics, and gain deeper insights into business performance—all from within Excel. Best of all, they’re already available within your Dynamics GP environment.

In this example, we’ll walk through how to access and use the standard Sales Excel Dashboard available in Dynamics GP:

1. Within Dynamics GP, navigate to the Sales area page
2. In the Navigation Pane on the left, select Excel Reports

3. In the search bar, type “dashboard” and press Enter to refresh the results
4. Locate the Sales Dashboard line item and double-click it to open

5. The Excel dashboard will launch and display real-time data pulled directly from your Dynamics GP company database.

Once opened, you can use built-in filters to interact with the data and tailor the view to your needs. The Excel file also includes multiple worksheets offering different metrics and detailed breakdowns to support deeper analysis.

While this example focuses on the Sales module, similar dashboards are available in other modules such as Financial, Purchasing, and Inventory, giving users across the organization access to powerful reporting tools.

Excel dashboards simplify the reporting process, reduce manual formatting, and provide decision-makers with immediate access to key data. Below are some of the key benefits of using this feature:

• Real-time data: Excel dashboards can be connected directly to Dynamics GP databases, providing up-to-date information.
• Interactive visuals: Users can interact with charts, graphs, and tables to drill down into specific data points.
• Customizable views: Dashboards can be tailored to display the metrics that are most relevant to individual roles and departments.
• Enhanced reporting: Simplifies complex data analysis and reporting processes, making it easier to share insights across the organization.

Rand Group is a trusted Dynamics GP partner, helping businesses unlock the full potential of their ERP systems. For more tips on optimizing Dynamics GP or to fully utilize its features, contact Rand Group today.