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How to Use the House Builder CRM Dashboard

Updated over 2 weeks ago

Prerequisites

Power BI Desktop is required to use the Coins standard dashboard.

"HouseBuilderCRM" dashboard is based on the "sales forecast view" and system event codes defined in that view. The following Extract parameters must be defined based on the system event codes used in the view. These parameters reside under the menu: "System >> Extracts >> Extract Parameters":

  • %HSSFCDATECOMP

  • %HSSFCDATEEXCH

  • %HSSFCDATERES

  • %HSSFCPRICECOMP

NOTE: If the HSSalesForecast has already been generated and its corresponding SQL table has been created, you need to drop the table, regenerate the extract and recreate the SQL table. This is to include the new fields that have been introduced to this entity.

The sales data in the dashboard is also based on the "Plot Sales Table" in the system. It is therefore necessary to run the "Initialise Plot Sales Table" report (under "HB CRM >> Administration) to initialise this table with the existing data in the system.

Moving forward this table will be updated via triggers that are defined in the system.

To start using the "HouseBuilderCRM" dashboard

  1. The following entities and their corresponding SQL tables must exist and their data must be extracted.

    • COCompany

    • JCJob

    • HBDevelopment

    • HBPlot

    • HSForecastType

    • HSPlotSale

    • HSSalesForecast

    • HSConstructionforecast

  2. Create the required "Generic" views:

    1. Go to System >> Extracts >> Views.

    2. Filter the Schema for "Generic".

    3. Select the rows Generic.HBDevelopment and Generic.COCompany.

    4. Run "Create Views".

  3. Create "HouseBuilder" views:

    1. Go to "System >> Extracts >> Views.

    2. Filter the Schema for "HouseBuilder".

    3. Select all the rows.

    4. Run "Create Views".

    Note: Views are created based on Coins SQL tables. This means all required SQL tables must exist when you try to create the views. However as noted above, if the HSSalesForecast SQL table already exists it must be dropped and the extract must be regenerated.

  4. Download the "PBIT" template for "HouseBuilderCRM" report from System >> Extracts >> Reports.

  5. Once the dashboard template is downloaded, open the file in Power BI Desktop, and enter the server name and database.

  6. At this point the dashboard will connect to SQL and if this is the first time you connect to SQL from this dashboard it will ask for credentials.

  7. You should be able to refresh the template with your data by clicking on the "Refresh" button under the Home tab.

  8. Finally, save the dashboard which will have a ".PBIX" extension.

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