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Visual management is a key skill for staying organized and making informed decisions in the current fast-paced business environment. Inogic’s Kanban Board helps you visualize your data in a simple and effective way. One of the features that makes Inogic’s Kanban Board stand out, is the ability to aggregate numerical values. In simple words, it lets you calculate and shows the total values of specific fields of your records on the lane and row headers of the Kanban View.
In this article, we will show you how you can use this feature to improve your visual management skills.
Understanding Aggregate Field Values
Aggregating field values is a feature of Inogic’s Kanban Board that allows you to calculate and display the aggregate values of specific fields of your records on the lane and row headers of the Kanban View. You can choose up to 3 fields that are numeric, decimal, or currency, and select the aggregate function for each field, such as SUM, MAX, MIN, or AVG. For example, you can display the sum of estimated revenue, the maximum budget amount, and the average exchange rate of your records on each lane and row header.
It allows you to consolidate and display specific numerical data on lane and row headers so that This you can analyze data visually, gain insights, streamline workflow and make informed decisions! You can also pin the desired aggregate value to a particular lane or row for easy comparison.
Let’s delve into the key aspects of this functionality:
- Representing Data on Lane and Row Headers
With the Kanban Board’s aggregate field values feature, you can effortlessly represent the sum, maximum, minimum, or average values of specific fields on both lane and row headers. Imagine you have a Kanban board with 20 records, each having different currency values. By using this feature, you can display the total sum of the currency field (e.g., Budget Amount) for those 20 records, considering their various currencies, prominently at the top of the respective lane.
- Customization with Up to 3 Fields
Inogic’s Kanban Board is designed for flexibility. You can define up to three fields for aggregation, provided they are of numeric, decimal, or currency data types. This customization allows you to focus on the data that matters most to your business processes. Whether you want to track the total sales, project expenses, or any other numerical data, this feature empowers you to do so with ease.
- Pinning Aggregate Values
For even more convenience and tailored analysis, you have the option to pin the desired aggregate value to a specific lane or row. This means you can highlight key metrics or performance indicators that are crucial for your workflow, ensuring they are readily accessible to your team.
Success Story: Inogic’s Kanban Board’s Aggregate Field Values Feature in Action!
This is a success story of how Inogic’s Kanban Board and its aggregate field values feature helped a business overcome challenges and achieve success with better visual management and data-driven decision-making!
Sarah, a savvy entrepreneur, was facing a unique challenge in her thriving business. She had a wide range of products, each with varying sales figures, and she needed a way to efficiently track their performance to make informed decisions. This was where Inogic’s Kanban Board came to the rescue.
The Challenge: Unruly Sales Data
Sarah’s online store offered a diverse selection of fashion products. With countless transactions, keeping tabs on the sales performance of each product had become a daunting task. She needed a solution that could provide a clear visual representation of her sales data, helping her identify best-sellers and areas that needed attention.
The Discovery & Implementation: Inogic’s Kanban Board
Sarah found Inogic’s Kanban Board for Microsoft Dynamics 365 CRM, a tool that promised to simplify things with clear visuals and data aggregation. Excited to take control of her sales data, Sarah wasted no time in implementing the Kanban Board. She defined three key fields for aggregation: total sales, profit margins, and customer ratings. These metrics were crucial to understanding the performance of her products.
The Transformation: Data at Her Fingertips
As the weeks passed, Sarah noticed a remarkable transformation in her business. The Kanban Board displayed aggregated values for each product category on the lane headers. Now, at a glance, she could see which product categories were driving the highest sales and yielding the best profit margins.
Informed Decision-Making: A Game-Changer
Armed with this newfound insight, Sarah made strategic decisions to allocate resources more effectively. She increased her marketing efforts for the top-performing product categories and optimized her inventory to meet the growing demand. It didn’t take long for her to witness a significant boost in sales and profitability.
Pinning Success: A Personal Touch
Sarah’s favorite feature of the Kanban Board was the ability to pin specific aggregate values to lanes. She chose to pin the profit margins of her top-selling products, ensuring that these critical metrics were always in her line of sight. This feature allowed her to keep a close watch on her most valuable products.
At the end, thanks to Inogic’s Kanban Board, Sarah’s business thrived. It simplified her life and boosted her success! That’s Sarah’s story – proof that a smart tool like Kanban Board can change everything.
Use Cases: Here Are Few Other Practical Examples
Here are some more use cases that demonstrate the versatility of Inogic’s Kanban Board’s aggregate field values feature in enhancing visual management across various industries and scenarios.
- Sales Performance Tracking: Suppose you run a retail business with multiple product categories and want to track the total sales for each category. By implementing the aggregate field values feature, you can easily monitor the cumulative sales figures for different categories on your Kanban Board, making it a breeze to identify top-performing segments and areas that need improvement.
- Project Management: In a project management scenario, you might have various tasks with different time frames and budgets. With the Kanban Board, you can aggregate the budgeted amounts for tasks and display them on the respective project lanes. This provides a clear overview of project expenses and helps in budget allocation.
- Inventory Management: For businesses managing inventory with varying product quantities and values, the Kanban Board can be a valuable tool. Aggregating the total inventory value for each product or category allows you to keep track of stock levels and make informed restocking decisions.
- Customer Support Tickets: If you’re running a customer support operation, you can utilize the Kanban Board to aggregate and display the total number of open tickets for each support agent. This helps in workload distribution and ensures that customer issues are addressed promptly.
- E-commerce Order Fulfillment: E-commerce businesses can aggregate and display order processing times for different product categories on the Kanban Board. This allows for better order management and helps in meeting customer delivery expectations.
By tailoring this feature to specific needs, businesses can streamline processes, improve decision-making, and achieve better outcomes.
Get A Free Trial Today!
Inogic’s Kanban Board’s aggregate field values feature is a game-changer for businesses aiming to elevate their visual management. It allows you to transform raw data into actionable insights and facilitates more efficient decision-making.
By customizing and pinning aggregate values, you can tailor your visualizations to suit your specific requirements.
So, why wait? Start utilizing this powerful feature today and watch as your visual management becomes more insightful and efficient than ever before! Sign up for a 15-day free trial, visit our website for more information, refer our online help docs, watch video, or simply book a personalized demo with our experts on crm@inogic.com.
The post Data-Driven Decision Making with Aggregated Numerical Values in Kanban Boards appeared first on CRM Software Blog | Dynamics 365.
