Pages and dashboards
The 6 custom desk Pages, 9 Dashboards, 43 Dashboard Charts and 41 Number Cards ERPNext v16.29.0 ships.
Custom desk pages
6 fixtures in **/page/<name>/<name>.json — hand-built desk pages rather than generic DocType
list/form views (Point of Sale, the BOM comparison tool, the visual plant floor, and three more).
sorted alphabetically by Page
| Page | Title | Module | Roles |
|---|---|---|---|
bom-comparison-tool |
BOM Comparison Tool | Manufacturing | Manufacturing Manager, Manufacturing User, System Manager |
point-of-sale |
Point Of Sale | Selling | Accounts Manager, Accounts User, Sales Manager, Sales User |
sales-funnel |
Sales Funnel | Selling | Sales Manager |
stock-balance |
Stock Summary | Stock | Stock User |
visual-plant-floor |
Visual Plant Floor | Manufacturing | Manufacturing Manager, Manufacturing User, Operator |
warehouse-capacity-summary |
Warehouse Capacity Summary | Stock | Stock Manager, Stock User |
Dashboards
9 fixtures, each at <module>/<module>_dashboard/<name>/<name>.json — note the _dashboard
suffix on the directory; a plain dashboard glob finds nothing.
sorted alphabetically by Dashboard
| Dashboard | Module | Charts | Cards |
|---|---|---|---|
Accounts |
Accounts | 7 | 4 |
Asset |
Assets | 3 | 3 |
Buying |
Buying | 4 | 4 |
CRM |
CRM | 7 | 4 |
Manufacturing |
Manufacturing | 8 | 4 |
Payments |
Accounts | 5 | 4 |
Project |
Projects | 1 | 0 |
Selling |
Selling | 4 | 4 |
Stock |
Stock | 5 | 3 |
Dashboard charts
43 fixtures in **/dashboard_chart/<name>/<name>.json. “Source” is the report a Report-type
chart reads, or the DocType a Group By/Count/Sum-type chart counts; Custom charts carry
neither.
sorted alphabetically by Chart
| Chart | Module | Display | Source type | Source |
|---|---|---|---|---|
Accounts Payable Ageing |
Accounts | Donut | Report | Accounts Payable |
Accounts Receivable Ageing |
Accounts | Donut | Report | Accounts Receivable |
Asset Value Analytics |
Assets | Bar | Report | Fixed Asset Register |
Bank Balance |
Accounts | Line | Custom | — |
Budget Variance |
Accounts | Bar | Report | Budget Variance Report |
Category-wise Asset Value |
Assets | Donut | Report | Fixed Asset Register |
Completed Operation |
Manufacturing | Line | Sum | Work Order Operation |
Completed Projects |
Projects | Line | Count | Project |
Delivery Trends |
Stock | Bar | Sum | Delivery Note |
Incoming Bills (Purchase Invoice) |
Accounts | Bar | Sum | Purchase Invoice |
Incoming Leads |
CRM | Bar | Count | Lead |
Item Shortage Summary |
Stock | Bar | Report | Item Shortage Report |
Item-wise Annual Sales |
Selling | Bar | Report | Item-wise Sales History |
Job Card Analysis |
Manufacturing | Bar | Report | Job Card Summary |
Last Month Downtime Analysis |
Manufacturing | Bar | Report | Downtime Analysis |
Lead Source |
CRM | Donut | Group By | Lead |
Location-wise Asset Value |
Assets | Donut | Report | Fixed Asset Register |
Material Request Analysis |
Buying | Donut | Group By | Material Request |
Oldest Items |
Stock | Bar | Report | Stock Ageing |
Opportunities via Campaigns |
CRM | Pie | Group By | Opportunity |
Opportunity Trends |
CRM | Bar | Count | Opportunity |
Outgoing Bills (Sales Invoice) |
Accounts | Bar | Sum | Sales Invoice |
Pending Work Order |
Manufacturing | Donut | Report | Work Order Summary |
Produced Quantity |
Manufacturing | Line | Sum | Work Order |
Profit and Loss |
Accounts | Line | Report | Profit and Loss Statement |
Project Summary |
Projects | Line | Report | Project Summary |
Purchase Order Analysis |
Buying | Donut | Report | Purchase Order Analysis |
Purchase Order Trends |
Buying | Line | Report | Purchase Order Trends |
Purchase Receipt Trends |
Stock | Bar | Sum | Purchase Receipt |
Quality Inspection Analysis |
Manufacturing | Donut | Report | Quality Inspection Summary |
Quality Inspections |
Quality Management | Line | Count | Quality Inspection |
Sales Order Analysis |
Selling | Donut | Report | Sales Order Analysis |
Sales Order Trends |
Selling | Line | Report | Sales Order Trends |
Stock Value by Item Group |
Stock | Bar | Custom | — |
Subcontracting Order |
Subcontracting | Line | Sum | Purchase Order |
Territory Wise Opportunity Count |
CRM | Donut | Group By | Opportunity |
Territory Wise Sales |
CRM | Bar | Group By | Opportunity |
Top Customers |
Selling | Bar | Report | Delivery Note Trends |
Top Suppliers |
Buying | Bar | Report | Purchase Receipt Trends |
Warehouse wise Stock Value |
Stock | Bar | Custom | — |
Won Opportunities |
CRM | Bar | Count | Opportunity |
Work Order Analysis |
Manufacturing | Donut | Report | Work Order Summary |
Work Order Qty Analysis |
Manufacturing | Bar | Report | Work Order Summary |
Number cards
41 fixtures in **/number_card/<name>/<name>.json — single-figure tiles, almost all counting or
summing over one Document Type.
sorted alphabetically by Number Card
| Number Card | Module | Document Type | Type |
|---|---|---|---|
Active Customers |
Selling | Customer |
Document Type |
Active Subcontracted Items |
Subcontracting | Item |
Document Type |
Active Suppliers |
Buying | Supplier |
Document Type |
Annual Purchase |
Buying | Purchase Order |
Document Type |
Annual Sales |
Selling | Sales Order |
Document Type |
Asset Value |
Assets | Asset |
Document Type |
Average Order Values |
Buying | Purchase Order |
Document Type |
Average Sales Order Value |
Selling | Purchase Order |
Document Type |
Manufactured Items Value |
Manufacturing | Stock Entry |
Document Type |
Monthly Completed Work Order |
Manufacturing | Work Order |
Document Type |
Monthly Quality Inspection |
Manufacturing | Quality Inspection |
Document Type |
Monthly Total Work Order |
Manufacturing | Work Order |
Document Type |
New Assets (This Year) |
Assets | Asset |
Document Type |
New Lead (Last 1 Month) |
CRM | Lead |
Document Type |
New Opportunity (Last 1 Month) |
CRM | Opportunity |
Document Type |
Non Completed Tasks |
Projects | Task |
Document Type |
Ongoing Job Card |
Manufacturing | Job Card |
Document Type |
Open Opportunity |
CRM | Opportunity |
Document Type |
Open Projects |
Projects | Project |
Document Type |
Open Work Orders |
Manufacturing | Work Order |
Document Type |
Purchase Orders Count |
Buying | Purchase Order |
Document Type |
Purchase Orders to Bill |
Buying | Purchase Order |
Document Type |
Purchase Orders to Receive |
Buying | Purchase Order |
Document Type |
Sales Orders Count |
Selling | Sales Order |
Document Type |
Sales Orders to Bill |
Selling | Sales Order |
Document Type |
Sales Orders to Deliver |
Selling | Sales Order |
Document Type |
Subcontracting Inward Order Count |
Subcontracting | Subcontracting Inward Order |
Document Type |
Subcontracting Outward Order Count |
Subcontracting | Subcontracting Order |
Document Type |
Timesheet Working Hours |
Projects | Timesheet |
Document Type |
Total Active Items |
Stock | Item |
Document Type |
Total Assets |
Assets | Asset |
Document Type |
Total Incoming Bills |
Accounts | Purchase Invoice |
Document Type |
Total Incoming Payment |
Accounts | Payment Entry |
Document Type |
Total Outgoing Bills |
Accounts | Sales Invoice |
Document Type |
Total Outgoing Payment |
Accounts | Payment Entry |
Document Type |
Total Purchase Amount |
Buying | Purchase Order |
Document Type |
Total Sales Amount |
Selling | Sales Order |
Document Type |
Total Stock Value |
Stock | Bin |
Document Type |
Total Warehouses |
Stock | Warehouse |
Document Type |
WIP Work Orders |
Manufacturing | Work Order |
Document Type |
Won Opportunity (Last 1 Month) |
CRM | Opportunity |
Document Type |