Executive Homepage available

A pre-defined homepage for executives is now available in Infor Ming.le. The widgets on the homepage provide high-level company information including warehouse analysis, profit and loss, sales, and balance sheet information.

The homepage includes these types of widgets:

  • Birst

    Shows a CloudSuite Distribution Analytics dashboard that contains role-based information. The individual widgets represent a Birst report. Users can click Explore to view the report in Birst.

  • ION

    Shows tasks and alerts that are set up in ION by your system administrator. Users can monitor alerts and identify and delegate ongoing tasks.

  • Menu

    Provides links to functions in Distribution SX.e. Users can configure the widget to include additional links.

These widgets are included on the homepage:

  • Banner widget comprised of these widgets:
    • Sales Analysis by Year/Month
    • Profit and Loss Summary
  • Warehouse Analysis
  • Top 10 Warehouses Turns
  • Balance Sheet KPIs
  • Profit & Loss KPIs
  • Alert List
  • Task List
  • Menu

See the Infor Distribution SX.e User Guide for information about each widget.

Feature activation

The Executive homepage is available in the Page Catalog on the Homepage view in Infor Ming.le. To add the page to the Homepage view, the SX-Executive security role must be assigned to a user's Infor Ming.le user record. To view the Birst widgets, the SX-BIRST-Executive and SXBIRST-User roles must be assigned to the user's Infor Ming.le user record.

To view content in the Alert List and Task List widgets, monitors and workflows must be set up in ION by your system administrator. Depending on the monitor or workflow, the associated group must be assigned to the user's Infor Ming.le user record. No new monitors and workflows were introduced with this enhancement.

See the Infor CloudSuite Distribution Configuration Guide.