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Acumatica Dashboards

Summary

  • Dashboards can consist of e.g. a list of ​new leads of this month, top five customers , activities due this week, top 10 opportunities, etc. Such a dashboard would be a sales person's dashboard. All the lists or charts in as dashboard are called widgets. You can easily create widgets yourself as will be seen below under Generic Inquiries.

  • You yourself can create a dashboard for your role eg. Accounting, 

  • You yourself can create a dashboard just for yourself. Such a dashboard can focus on only items that are important to you. This really helps you to focus on your most important tasks or priorities. This also states to a certain extent your work plan.

  • Video ( mins)

Video (3 mins, 2017) gives an overview: dashboards by role, adding a widget to a dashboard

Video (3 mins, 2017) shows how a controller can use his/her dashboard to analyze cash flow issues by drilling down to specific unpaid invoices.

Personal versus Shared Dashboards

Dashboards can be made at the company level so that every employee can see that dashboard since it is normally shared.

Dashboards can be made at user role level so that all users with that role, can see that dashboard. Users that don't have that role can not see this dashboard.

A dashboard can be made for a particular user. Only that user can share his/her dashboard with somebody else.

The video (5 mins, 2014) below will illustrate this. The video is quite old but, the features of a dashboard are still valid, and have in fact been enhanced. 

Creating Dashboards

Dashboards can be created by adding widgets that can be General Inquiries (GI), or Wiki articles. The GI can be converted into any type of chart. The WIKI article like the one with the cash register, can contain text with links to forms/screens in Acumatica ERP (eg. cash transaction form to transfer money between bank accounts).

The video (5 mins, 2014) below will illustrate this. The video is quite old but, the features of a dashboard are still valid, and have in fact been enhanced.