It’s no secret that the world we live in now is a very different place to that in which most of us grew up. This is a more interconnected and real-time world – in both our professional and personal lives. We’re connected to our devices for most of our waking hours and have all forms of information at our fingertips. It’s an age of instant gratification – how often do we hear “I need it now” or receive a reminder to answer an email that was sent less than an hour earlier?

Over the last decade the E-Max team have seen a huge increase in our customers’ need for accurate real-time business wide information. Companies are becoming ever more dependent on accurate time sensitive data for decision making. We know that this data is mission critical for the efficient running of their business and their long-term prosperity.

At E-Max, we take great pride in working closely with engineering and manufacturing companies and anticipating their evolving expectations. That’s why E-Max ERP software not only provides flexible enquiry to invoice functionality but comes with a built-in dynamic activity Dashboard. This is an easy to read visual representation of key business performance metrics displayed on a single screen.

E-Max ERP’s Dashboard provides information to our users that is:

  • real-time
  • user specific
  • process specific, and
  • department specific

Every individual can simply customise their own dashboard and tailor it as often as they want. Multiple metrics are available, ranging from all internal datasets, such as tasks, sales orders or live works orders to external apps like the weather, raw material prices and GPS tracking. Users can set reminders, highlight danger areas and follow performance against target. We view the Dashboard as a ‘personalised canvas’ – available to display on one screen whatever user defined KPIs, parameters and key issues regarding work and performance our users want.

Users can also drill down on the data displayed on the Dashboard to get more information to help with real time decision making.


Tailoring the Dashboard for specific roles:

Each Dashboard should be set up to provide the critical performance measures that our users need to focus on performing their roles effectively. Whilst there is often a company Dashboard set up and displayed in a central location, ie the shop floor, for all to see, one of the many strengths of E-Max ERP’s Dashboard is the option for every employee to have their own key metrics displayed on their personal screen.

By creating role based Dashboards for all personnel, the key areas that impact their day to day operations can be shown. This means less time spent looking at irrelevant data and more focus on the KPIs that impact them. All staff in the company are then focused on performance. In cases of sensitive data, management teams can decide who can have access to specific reports and set security parameters appropriately.


Example content for role-based Dashboards:

Management team:

– overall efficiency

– hours clocked on against jobs

– jobs exceeding allocated material costs

– total of sales invoices this month

– total of material purchased this week

– sales orders outstanding for this month

– quality issues including customer rejects, item returns, etc.


Sales & Marketing:  

– specific enquiries from each salesperson’s accounts

– opportunity pipeline by stage

– late enquiries to act on

– outstanding quote and when to chase these

– percentage of sales vs target, etc


Production Manager:

– late jobs

– operations not on schedule

– work centre downtime

– number of people clocked in

– number of non-conformances raised

– productive efficiency this month, etc


Warehouse Logistics:

– volume of incoming stock

– number of outgoing deliveries (set specific time periods)

– items requiring stock take

– picking errors

– picking efficiency



– monitoring outstanding or late purchase orders

– supplier performance

– incoming deliveries by supplier, etc.



– Sales invoices to be raised, date to date or for a period (week, month, quarter, etc.)

– Sales invoices raised by product, group code or customer

– Outstanding invoices (aged 30 days, 60 days, 90 days) by customer

– Current sales invoices, grouped those requiring authorisation, over a certain value, or by currency

– Expenses total by WO / project / by employee


A well planned Dashboard can provide many benefits

It brings a company together on one simple screen as the action of one person can trigger or request actions from others.

In engineering and manufacturing supply chains, where there are demanding contracts and targets in place, the Dashboard enables companies to track and measure key data to enable continuous process improvement. The Dashboard provides an easy visual analysis of a company’s performance metrics and a feedback loop to enable changes to be made.

Paperwork is much reduced, with the information required updated live on screen throughout the working day.

By displaying only the relevant KPIs, every level of the company stays focused on performance. Decisions can be made on the real time data that is presented. By synchronising interconnected processes, it improves project management, collaboration and communication.

Ultimately, the Dashboard helps a company improve its performance and customer satisfaction.

For more information on E-Max ERP software and creating a customised Dashboard, give us a call on 0141 644 4424, drop us an email or why not book a free 30 minute demo?