Mark Jeffords - FileMaker Pro Consultant

Turn FileMaker Data into Decisions — Visual Dashboards & KPIs

Build clear, executive-ready dashboards using FileMaker’s built-in charts. Surface KPIs, spot trends, and share live insights—no extra BI tools required.

Dashboard Highlights

  • ✅ Built-in bar, line, area, pie, and combo charts
  • ✅ KPI tiles, summaries, date filters
  • ✅ Live data from your FileMaker tables
  • ✅ Share via Pro, Go, or WebDirect

Executive Clarity

One screen for sales, jobs, inventory, and margins—built for quick decisions.

Always Live

Charts read directly from your records—no exports, no stale spreadsheets.

Fast to Deploy

Use native chart objects, summaries, and calculation fields—no external libraries.

Secure by Design

Respects FileMaker accounts & privilege sets—show the right data to the right people.

Dashboard Components You Can Build in FileMaker

KPI Tiles

  • Total Sales (This Month vs Last)
  • Open Tickets / Jobs Today
  • On-Time Delivery %
  • A/R Balance and Aging

Built-In Charts

  • Bar / Column: Sales by rep, jobs by status
  • Line / Area: Revenue trend by week
  • Pie / Donut: Product mix or region share
  • Combo: Orders (bars) with target line

Filters & Slicers

Date pickers, dropdowns (Rep, Region, Status), and quick ranges (7/30/90 days) driven by globals.

Drill-Down Views

Click a bar or KPI to open the record list or detail layout—keep visuals and data in one workflow.

How We Build Native FileMaker Dashboards

  1. Define KPIs → agree on metrics and time ranges that matter.
  2. Prep Data → calc fields, summary fields, and relationships for fast chart queries.
  3. Compose Layout → KPI tiles + chart objects + filter globals.
  4. Optimize → server-side finds, scripted refresh, and privilege-aware visibility.
Tip: use lightweight summary tables for performance on large datasets.

Frequently Asked Questions

No. FileMaker’s native chart object, summaries, and scripts are enough for most KPI dashboards and management reports.

Yes—publish through WebDirect for read-only or interactive dashboards, governed by your FileMaker privilege sets.

Absolutely—use native Save as PDF/Excel and scripted report layouts for board packets, invoices, and daily run sheets.

Want a Visual Dashboard for Your FileMaker Data?

fmphelp.com designs native FileMaker dashboards—clean KPIs, fast charts, and simple filters—so your team can act on insights quickly.

Request a Dashboards Consultation
Ephesians 2:10 — "For we are God's handiwork, created in Christ Jesus to do good works, which God prepared in advance for us to do."