Business Leaders
The Role Centre is the main entry point for users to the Microsoft Dynamics AX system. The purpose of the CEO Role Centre is to provide "CEO" with an overview of the business and get quick access to information and tasks needed to do his job.
The Role Centre is a role-tailored user interface built using new ASP.net based EP framework and Role Centre controls. Role Centres are mapped to User Profiles in AX and when users are assigned to a user profile, the role Centre configured for that user profile will become the starting point in both the AX Client and in Enterprise Portal.
Role Centres supports customization and personalization using SharePoint Web part page framework and is fully extensible with any SharePoint compliant web parts and ASP.net EP user controls.
How does this feature work?
CEO can use his Role Centre to perform a variety of tasks including:
- Checking margins
- Checking delivery performance
- Checking cash flow
- Checking sales figures
- Budgeting and forecasting
As an example, the CEO is interested in his company's margins. He notes from the list of key performance indicators (KPIs) that the current trend is upwards in line with revenue as cost of goods remains level.
The business overview provides a real-time view of KPI's such as receivables vs payables and expenses, lost sales and defect costs.
The CEO also has access, via quick links, to bank cash flow reports, sales forecasts, in fact any part of the business.
Questions such as:
- Are our margins tracking to plan
- How did our sales do yesterday
Can be answered at a glance
Controls on the CEO Role Centre are as follows:
- Work List: This control shows a combined list of alerts, notifications, workflow approvals, and activity work items for the CEO.
- AXSRS Report: This control shows reports or charts of interest to CEO's. Reports available to the CEO include, but are not limited to, Actual vs. Budget, Orders pipeline, cost of goods sold, cash flow forecast.
- Key Performance Indicator (KPI) List: This control shows key performance metrics (surfaced as an AXSRS report) which give the CEO insight into the overall financial/business health of his company, including, but not limited to, cash ratio, accounts receivable days outstanding, accounts receivable turnover, debt to equity, and revenue and expense budget variances.
- Other: In addition to the above, any SharePoint controls or ASP.net / EP user controls can be used.
What does this feature look like?
