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We recognize that the ability to make decisions based on clear, data driven insights is more important than ever. Providing your team with digestible dashboards can be one way to provide data-driven insights.
In Part One of this blog series, we will cover - questions to ask when getting started with dashboard creation and what to know about native dashboards within Infor CRM.
When organizations start exploring dashboards in Infor CRM, the same needs show up repeatedly:
These are the right questions. Because reporting isn’t just a technical feature, it’s a behavior change. The most successful CRM dashboard rollouts don’t just launch dashboards but incorporate them into the user’s daily routines.
Infor CRM includes dashboarding tools as part of the product. For teams using newer versions, the recommended approach is the modern dashboard experience built into the navigation. Users can create tabs, add widgets, rename, share, and tailor views, depending on the permissions you assign.
For customers on older versions, you may still be familiar with legacy “welcome dashboards.” Those exist in earlier releases but are no longer the recommended path for long-term use.
There are also additional Infor ecosystem options (like OS Pages and Birst), but most day-to-day teams start with native dashboards because they’re immediately available and designed around CRM workflow.
Infor CRM dashboards are especially effective for daily users, people who live in the CRM and need a quick, consistent pulse on what matters most within Infor CRM. Think about visibility such as:
Native widgets support familiar visual formats like funnel and bar charts, donut charts, lists, gauges, and more. They’re built around CRM “groups,” which means dashboards are connected to the same logic teams already used for filtering and organizing records.
Within native dashboards:
This matters because it turns a dashboard from a static snapshot into a working tool.
One major advantage of staying inside Infor CRM for reporting is that dashboards respect Infor CRM security rules. Users won’t see accounts or totals they aren’t authorized to view. That built-in alignment often reduces the friction teams feel when they’re concerned about who has access to what information.
Native dashboards are intentionally lightweight. That’s a strength, because they’re fast to create and easy to adopt. But it also means they aren’t designed for deeper analytics, complex drilldowns, or multi-source reporting.
If your goal is strong daily visibility inside CRM, native dashboards are often the best starting point. In Part Two, we’ll cover when teams outgrow that foundation, and how Power BI expands what’s possible while keeping reporting embedded where users work.
This blog series is based on our webinar, “Infor CRM and Microsoft Power BI for Manufacturing,” where we explore how Power BI integrates with the Infor platform to strengthen data visualization, reporting, and analytics capabilities.
If you want to learn more about the capabilities of Infor CRM dashboards or Power BI, or have specific questions, you can reach out to our team at support@simplesoft.net.
