Dashboard reports that tell a story
We have another case study about our OMRON Distributor's Portal but this case study focusses just on the new Dashboard System that we added and updated in 2021.
Dealing with over 9,500,000,000 bytes of information, the dashboard query allows up to nine filtering mechanisms to research the sales data. For example, by date-range, by region, country, distributor, sales person, service group, product type, end-customer, OEM, with/without yearly comparators, etc.
When distributors login to the dashboard, they only see their business and region data. When an Omron territory salesperson logs in, they only see their assigned country(s) and distributor(s), while a senior manager at Omron will be able to view data for all regions, all sales staff and all distributors.
Finally, when a user logins in they are able to setup their preferred 'quick dashboard' on the home page, this is designed to highlight all of the metrics they need on a regular basis. An example is given below (some data remain confidential):