Spreadsheet: Know this month's sales, stock and cash without exporting a thing

BridgeERP Spreadsheet runs the Dashboards app: live spreadsheets that read orders, invoices and stock from your records, with filters, pivots and formulas your admins can edit.

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Spreadsheet in BridgeERP: Know this month's sales, stock and cash without exporting a thing

Read the month's sales the moment the dashboard opens

Every standard dashboard is a spreadsheet wired to live records, so there is nothing to export, paste or refresh by hand.

BridgeERP Dashboards app showing the Sales dashboard with KPI tiles and charts
BridgeERP Core

The Sales dashboard, filled from real orders

Dashboards opens on the Sales section: KPI tiles, charts and tables built from confirmed sales orders, recalculated every time the page loads.

By the numbers

Reporting that arrives with the apps

Counted on the BridgeERP demo database, not estimated.

24
ready-made dashboards, each one published in the Dashboards menu for the teams allowed to see it
9
dashboard sections, from Finance, Sales and CRM to Logistics, Human Resources, Marketing and Website
17
dashboard packs installed with their apps, from Accounting and Sales to Payroll and Live Chat
77
pivot views across the installed apps, each one ready to be inserted into a dashboard

Inside the app

Everything a reporting spreadsheet needs, already connected

The Dashboards app and its spreadsheet editor, grouped by what you do with them.

  • Ready-made dashboards

    Invoicing, Accounting, Sales, Pipeline, Warehouse Metrics, Point of Sale and Payroll dashboards arrive with their apps, already filed in the Dashboards menu.

  • Sections you arrange

    Dashboards / Configuration / Dashboards groups every dashboard into sections such as Finance, Sales, CRM and Logistics, shown in the order you set.

  • Access groups per dashboard

    Each dashboard lists the user groups allowed to open it, so payroll figures can stay with HR while sales figures reach the whole team.

  • A publish switch

    Untick Published to take a dashboard out of the menu while you rework it, then switch it back on when the figures are right.

  • The full spreadsheet editor

    Dashboard admins open any dashboard in the spreadsheet editor, with formulas, formatting, charts and pivots on the same grid everyone else reads.

  • Data from any app

    Insert a pivot, list or graph from any app's view into a dashboard; it stays linked to the records and refreshes with them.

  • Global filters

    Date, relation and text filters act on every pivot, list and chart of a dashboard at once, and appear as drop-downs above the grid.

  • Share links

    Share creates a read-only link to a frozen copy of a dashboard, with an Excel file, for people who have no BridgeERP login.

Step by step

From a till receipt to a director's dashboard in five steps

Each step happens in the app that owns it; the dashboard only reads.

  1. Step 1

    Record the day's work

    Sales, Point of Sale and Accounting record orders, till tickets and invoices as they happen; nobody retypes them into a workbook.

    Sales
  2. Step 2

    Open the dashboard

    The Dashboards app reads those records and fills the KPI tiles, charts and tables each time a dashboard is opened or reloaded.

    BridgeERP Core
  3. Step 3

    Filter to the question

    Choose a period, or a related record such as a salesperson, in the global filters; every pivot and chart on the page follows.

    BridgeERP Core
  4. Step 4

    Add the missing view

    A dashboard admin inserts a pivot from Inventory, Purchase or Payroll into the dashboard and places it beside the standard charts.

    Inventory
  5. Step 5

    Share the result

    Share sends a read-only link and an Excel copy to a director, auditor or lender who works outside BridgeERP.

    BridgeERP Core

Put each dashboard in front of the right people

Sections decide where a dashboard sits in the menu; access groups decide who can open it.

Logistics dashboard section form listing its dashboards with access groups
BridgeERP Core

Nine sections, each with its own dashboards

Open a section, such as Logistics with Warehouse Metrics and Manufacturing, to manage its dashboards, their order and the user groups allowed to see each.

Turn a list you already use into a live dashboard table

Lists, pivots and graphs from the apps become spreadsheet data sources that stay linked to the records behind them.

Contacts list view in BridgeERP, the kind of list that can be inserted into a dashboard
BridgeERP Core

Start from any list, such as Contacts

From a list view such as Contacts, Insert list in spreadsheet places the rows and columns on a dashboard, and they refresh whenever it opens.

Check the numbers from the shop floor or the road

The same dashboards open in a phone browser, laid out for a small screen.

Sales dashboard on a phone with KPI tiles and charts stacked
BridgeERP Core

Dashboards on a phone

On a phone the dashboard stacks its KPI tiles and charts in one scrolling column, with the list of dashboards one tap away.

Who uses it

One menu, a different view for every role

Access groups on each dashboard decide which of these people sees which figures.

  • Owner or director

    Opens the Sales, Invoicing and Accounting dashboards for revenue and receivables, without waiting for someone to build a spreadsheet.

  • Sales manager

    Starts the day on the Leads, Pipeline and Sales dashboards to see which opportunities and orders moved since yesterday.

  • Accountant

    Reads the Invoicing and Accounting dashboards and adds cells that pull any account's balance, debit or credit by formula.

  • Operations lead

    Checks Warehouse Metrics, Manufacturing and the purchase dashboards in the Logistics section before the morning stand-up meeting.

  • HR manager

    Opens the Employees and Payroll dashboards, kept away from other staff by the access groups set on each one.

  • Dashboard admin

    Edits dashboards in the spreadsheet editor, inserts new pivots from any app and decides which user groups see each dashboard.

Works with

Every app you run feeds a dashboard

Dashboard packs installed on the demo, with the apps whose records they read.

In your country

Built for how businesses get paid and taxed, country by country

Payments, tax and currencies found on the demo, and how each one reaches a dashboard.

  • Mobile Money at the till

    Point of Sale takes Cash, Card and Mobile Money; the POS orders pivot splits takings by payment method for any dashboard.

  • E-invoiced invoices

    Invoices sent to the tax authority from Accounting, such as KRA eTIMS on the demo, are ordinary posted invoices, so the Invoicing dashboard counts them straight away.

  • Every company's currency

    Figures show in each company's currency, and a currency-rate formula converts between KES, USD and ETB inside any cell.

  • Several companies

    Dashboards read only the companies ticked in the company switcher, and a dashboard can be tied to a single company when needed.

  • Ledger checks in a cell

    Accounting formulas return the balance of any account code, such as a bank or VAT account, straight into a dashboard cell.

  • Phones first

    Owners out on site open the same dashboards in a phone browser, with tiles and charts stacked for a small screen.

Reports and control

The dashboards already waiting in the menu

Found on the demo database, grouped by the section they sit in.

  • Finance

    Invoicing and Accounting dashboards summarise posted customer invoices and journal entries for the finance team.

  • Sales

    Sales, Product and Point of Sale dashboards share the Sales section, covering orders, products and till takings.

  • CRM

    Leads and Pipeline dashboards sit in their own CRM section for the sales team and its managers.

  • Logistics

    Warehouse Metrics, Manufacturing and purchase dashboards share the Logistics section, five dashboards in all for operations.

  • Services

    The Project dashboard sits in the Services section for teams that sell and deliver project work.

  • Human Resources

    Employees and Payroll dashboards are grouped under Human Resources, behind the access groups HR chooses.

  • Website

    eCommerce and live chat dashboards sit together in the Website section for online sales and support.

  • Marketing and subscriptions

    The Events dashboard sits in Marketing, and a Subscriptions dashboard follows recurring subscription orders.

Getting started

Useful on day one, yours by the end of the month

What happens when you switch the apps on, and the few settings worth making before go-live.

  1. Dashboards arrive with the apps

    Install Sales, Inventory or Payroll and its dashboard pack comes too, published and filed in the right section of the menu.

  2. Sample figures until data arrives

    While an app has no records yet, its dashboard shows sample figures, so a new team sees the finished layout on day one.

  3. Arrange the menu

    In Dashboards / Configuration / Dashboards, rename sections, set their order and move dashboards to where your teams expect them.

  4. Set who sees what

    Tick the user groups on each dashboard before go-live, so every role opens only the figures meant for it.

  5. Default filter values

    Give each global filter a default, such as the current month, so dashboards open on the right period and load faster.

  6. Your own dashboards

    Start a custom dashboard from a blank spreadsheet or rework a standard one, then insert pivots from the apps you run.

What sets it apart

What changes when the spreadsheet lives inside the ERP

Features that retire the weekly export-and-paste routine.

  • No export loop

    Figures load from the database each time a dashboard opens, so nobody rebuilds last week's workbook from a CSV file.

  • Formulas that read the ledger

    Accounting formulas bring an account's balance, debit or credit for a chosen period straight into a cell, next to your own maths.

  • Cells that open records

    Link a cell to any menu, so a click on the invoice total takes the reader straight to the Invoices list.

  • Editing together

    Two admins can edit the same dashboard at once; every change is stored as a revision of the underlying spreadsheet.

  • Period against period

    A date filter can apply a period offset to a second pivot, putting this quarter beside the previous one on one grid.

  • Pivots you can calculate with

    Inserted pivot values sit in ordinary cells, so ratios, targets and conditional colours can be built on top of them.

Questions

Questions about Spreadsheet

Not covered here? Contact us.

Do we need Excel or another spreadsheet licence?

No. Dashboards open in the browser inside BridgeERP. When someone outside the company wants a file, the Share link also offers an Excel copy of the dashboard.

Where do the dashboard figures come from?

From the records in your apps, such as sales orders, till orders, invoices and stock moves. A dashboard reloads its data every time it is opened.

Can we build our own dashboards?

Yes. Users with dashboard admin rights can rework a standard dashboard or start from a blank spreadsheet, then insert pivots, lists and graphs from any app view.

Who can see a dashboard?

Only members of the user groups set on it. Figures also follow the companies selected in the company switcher, so each company's numbers stay separate.

Can we share a dashboard with our bank or board?

Yes. Share creates a read-only link to a frozen copy of the dashboard, with an Excel download, for people who have no BridgeERP login.

Can I filter by month, salesperson or shop?

Yes. Global filters cover dates, related records such as a salesperson or a shop, and text. One filter drives every pivot, list and chart on the dashboard.

Does it work on a phone?

Yes, in the phone browser. KPI tiles and charts are stacked in a single column, and the list of dashboards is one tap away.

What does a new company see before it has any data?

Dashboards whose apps have no records yet show sample figures, so your team sees the finished layout; real numbers replace them as records arrive.

Put Spreadsheet to work

Add it to your plan and pay only for what you use, or see it running on your own demo first.

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