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📊 AI-Based Dashboard Layout Guide

Merciglobal Cloud ERP

This document provides a structured guide to generate AI-driven dashboard layouts for Merciglobal Cloud ERP. It is designed for:

  • Customers
  • Internal Merciglobal Developers
  • Sales & Implementation Teams

🎯 Objective

Create intelligent, insight-driven dashboards that present critical business KPIs in a clean and structured format.

The dashboard must:

  • Provide decision-making insights
  • Highlight performance indicators
  • Be visually structured using grid layout

🧠 AI Instruction Logic

The AI should act as:

  • Business Analyst
  • Data Analytics Expert
  • Business Manager

It must generate widgets using predefined rules and structured output.

📐 Layout Structure Rules

Grid System

  • 12x → Full width (1 widget per row)
  • 6x → 2 widgets per row
  • 4x → 3 widgets per row
  • 3x → 4 widgets per row

👉 Use 4x strictly for single KPI value widgets

📊 Widget Types

Type Description
value Single KPI number
column Vertical bar chart
bar Horizontal bar chart
line Trend over time
pie Distribution comparison
map Geographic visualization

👉 For City-based data, include BOTH:

  • Column Chart
  • Map Widget

⚙️ Compute Functions

Compute Type Description
count Total records
distinct Unique values
sum Total sum
avg Average value
monthly Monthly trend using date field
top Top N records (based on value)
compare Distribution comparison

🧾 Field Selection Rules

Focus only on important business fields:

  • Include fields with LINK_BROW → Connected relational data
  • Include fields with FIX_DDL → Fixed dropdown categories
  • Avoid det_* fields completely

🧩 Sample AI Dashboard Layout Output

projectfolder/dashboard/db_{tablename}.php

$layout = array();

$layout[] = array( "cols" => "4x", "type" => "value" , "table" => "trn_sorder", "field" => "id", "compute" => "count", "caption" => "Total Orders");
$layout[] = array( "cols" => "4x", "type" => "value" , "table" => "trn_sorder", "field" => "customerid", "compute" => "distinct", "caption" => "Total Customers");
$layout[] = array( "cols" => "4x", "type" => "value" , "table" => "trn_sorder", "field" => "finalamt", "compute" => "sum", "caption" => "Total Revenue");

$layout[] = array( "cols" => "6x", "type" => "column", "table" => "trn_sorder", "field" => "finalamt,date", "compute" => "monthly", "caption" => "Monthly Sales Trend");
$layout[] = array( "cols" => "6x", "type" => "line", "table" => "trn_sorder", "field" => "finalamt,date", "compute" => "monthly", "caption" => "Revenue Growth Trend");

$layout[] = array( "cols" => "6x", "type" => "bar", "table" => "trn_sorder", "field" => "customerid,finalamt", "compute" => "top", "caption" => "Top Customers");
$layout[] = array( "cols" => "6x", "type" => "pie", "table" => "trn_sorder", "field" => "status,finalamt", "compute" => "compare", "caption" => "Order Status Distribution");

$layout[] = array( "cols" => "6x", "type" => "column", "table" => "trn_sorder", "field" => "city,finalamt", "compute" => "top", "caption" => "Top Cities by Revenue");
$layout[] = array( "cols" => "6x", "type" => "map", "table" => "trn_sorder", "field" => "city,finalamt", "compute" => "top", "caption" => "Sales by Location");

$data["title"] = "Sales Dashboard";
$data["layout"] = $layout;
echo json_encode($data);

📌 Best Practices

  • Always start with KPI cards (value widgets)
  • Use monthly trends for performance tracking
  • Include top analysis for customers, products, or regions
  • Add distribution charts for categorical insights
  • Maintain balanced layout (6x + 6x rows)

💼 Business Benefits in Merciglobal Cloud ERP

  • Real-time decision making
  • Improved sales visibility
  • Better customer insights
  • Performance tracking across modules
  • AI-driven dashboard automation

📦 Implementation Scope

This structure can be used across modules:

  • Sales
  • Purchase
  • Inventory
  • Finance
  • CRM

🚀 Conclusion

AI-based dashboards in Merciglobal Cloud ERP empower businesses with actionable insights and structured analytics.

By following the above layout rules and widget strategies, teams can create powerful, scalable, and intelligent dashboards tailored to business needs.

End of Document