Number Card
Overview
Number Card — Business Overview
Number Card is a visual business indicator used in Dafater to display a single, important number on dashboards. It helps decision‑makers quickly track key performance indicators (KPIs) such as totals, counts, or balances without opening detailed reports.
Think of a Number Card as a business snapshot — one number that answers an important question at a glance.
What Number Card Is Used for in Business Operations
Number Card is used to:
- Monitor critical business metrics in real time
- Provide quick visibility into performance without running reports
- Support faster, data‑driven decisions by leadership and managers
Examples of what a Number Card may show:
- Total outstanding receivables
- Number of open customer requests
- Active employees
- Pending approvals
- Monthly sales total
Each Number Card focuses on one meaningful business number.
Prerequisites and Setup Requirements
Before using Number Card effectively, the following should be in place:
Clear business metrics
The organization should know which numbers matter most (sales, collections, workload, compliance, etc.).Existing business data
Number Cards pull from live Dafater records, so relevant transactions or master data must already exist.Defined user roles
Different teams may need different Number Cards based on responsibility (management, finance, operations).Dashboard access
Users must have access to dashboards where Number Cards are displayed.
Typical Workflow and Business Usage
Identify the business question
Example: “How many invoices are overdue today?”Create a Number Card for that metric
The Number Card is set to calculate and display the required number.Add the Number Card to a dashboard
Dashboards may be created for executives, department heads, or operational teams.Monitor regularly
Users check Number Cards daily or weekly to track performance and spot issues early.Take action based on the number
For example, a rising overdue count may trigger follow‑ups or policy review.
Number Card becomes part of the daily decision‑making rhythm.
Key Business Scenarios Where Number Card Is Essential
Executive dashboards
Senior management tracks high‑level KPIs without reviewing detailed reports.Finance and accounting oversight
Monitoring totals such as outstanding payments, expenses, or collections.Operations management
Tracking workload, pending tasks, or service backlogs.Sales and performance tracking
Viewing sales totals, active opportunities, or achieved targets.Compliance and control
Keeping an eye on overdue actions, approvals, or exceptions.
Important Considerations for Users
Choose meaningful numbers
Avoid clutter. Each Number Card should represent a metric that truly influences decisions.Keep it simple
Number Card works best when it shows a single, easy‑to‑understand figure.Review relevance regularly
Business priorities change, so Number Cards should be reviewed and updated when needed.Use alongside other insights
Number Cards provide quick visibility but should be supported by detailed reports when deeper analysis is required.Assign ownership
Each Number Card should have a responsible team or role to act when the number changes.
Summary
Number Card in Dafater is a powerful business tool for instant visibility into key metrics. By placing important numbers directly on dashboards, it helps teams stay informed, respond quickly, and keep business performance on track.
Basic Information
- Module: Desk
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| is_standard | Is Standard | Check | - | Indicates whether this number card is a standard Dafater configuration | |
| module | Module | Link | Module Def | Dafater module where this number card belongs | |
| label | Label | Data | ✓ | - | Display name shown on the number card |
| type | Type | Select | Document Type, Report, Custom | Defines data source type for the number card | |
| report_name | Report Name | Link | Report | Linked Dafater report used to calculate the number | |
| method | Method | Data | - | Backend Dafater method used to compute the value | |
| function | Function | Select | Count, Sum, Average, Minimum, Maximum | Aggregation function applied to the selected data | |
| aggregatefunctionbased_on | Aggregate Function Based On | Select | - | Field used as basis for aggregation function | |
| document_type | Document Type | Link | DocType | Primary Dafater document used for number calculation | |
| parentdocumenttype | Parent Document Type | Link | DocType | Parent Dafater document for child record aggregation | |
| report_field | Field | Select | - | Specific report field used for calculations | |
| report_function | Function | Select | Sum, Average, Minimum, Maximum | Aggregation function applied on selected report field | |
| is_public | Is Public | Check | - | Makes this number card visible to all Dafater users | |
| currency | Currency | Link | Currency | Currency used when displaying monetary values | |
| filters_config | Filters Configuration | Code | JSON | Configured static filters applied to the data | |
| showpercentagestats | Show Percentage Stats | Check | - | Displays percentage change statistics on the card | |
| statstimeinterval | Stats Time Interval | Select | Daily, Weekly, Monthly, Yearly | Time interval used for percentage comparison | |
| filters_json | Filters JSON | Code | JSON | JSON-defined filters applied during data calculation | |
| dynamicfiltersjson | Dynamic Filters JSON | Code | JSON | Dynamic JSON filters evaluated at runtime | |
| color | Color | Color | - | Text or indicator color for the number card | |
| background_color | Background Color | Color | - | Background color used for the number card |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Desk User | ✓ | |||||
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Dashboard Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Currency | Links to | Geo |
| Module Def | Links to | Core |
| Report | Links to | Core |