Acumatica Dashboards

Power Your Business with Acumatica Dashboards

Acumatica Dashboards make it easy for you to view key information in real-time at a glance, customized by individual, role, or department. ERP Dashboards are a convenient way to display essential data so you can tell at a glance what you need to know.

With Acumatica ERP dashboards, you can monitor current financial, operational, and organizational information, and analyze real-time trends and KPIs that relate to your job.

Acumatica dashboards offer flexibility and can be tailored to the specific needs of each user. For example, the information needed by shipping and receiving is different than the information needed for sales or the executive leadership team.

Dashboards offer a way to visualize complex data through widgets that can display a wide variety of data types, including:

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  • Charts (line, column, bar, etc.)
  • Data tables
  • Data from external sources
  • Power BI tiles
  • KPIs
  • And more

Data is automatically updated in real time, and users can drill-down into each widget to view the information in greater detail. Plus, every Acumatica dashboard is mobile-ready and will display on any web-enabled device.

Acumatica was designed from the ground up to be user-friendly. That’s why we built the dashboard customization tool first, so users have control over the information viewed and how that information is presented. Choose between Acumatica standard dashboards or create your own custom dashboard.

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Acumatica Cloud ERP Standard Dashboards

Acumatica Dashboards provide users with a chance to view critical KPIs at-a-glance. This allows users, regardless of role, to make informed decisions about their job in real time rather than wait for daily, weekly, or monthly reports to be published.

Standard dashboards display data in a variety of visual formats to make it easy for users to quickly digest the information being presented and respond in a timely manner.

Administrators configure dashboards for specific user roles. Users with sufficient privileges can then personalize their dashboards to align with their preferences using simple drag-and-drop techniques.

Dashboards can use any or all of the following widgets to provide a visual display of the information:

  • Doughnut Chart
  • Line Chart
  • Column Chart
  • Stacked Column Chart
  • Bar Chart
  • Stacked Bar Chart
  • Funnel Chart
  • Data Table Widget
  • Embedded Page Widget
  • Power BI Tile Widget
  • Scorecard KPI Widget
  • Trend Card KPI Widget
  • Wiki Page Widget
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Acumatica Cloud ERP Custom Dashboards

In Acumatica ERP, a dashboard is a collection of widgets that are displayed on a single page and designed to give you needed information at a glance. A widget is a small component that delivers a specific set of information.

From the dashboard, users can click any widget to drill down to greater detail.

Dashboards may serve different purposes. Users who have appropriate permissions can create dashboards that display information from a variety of sources, including Acumatica ERP inquiries, wiki articles, and even external pages. If the source of the information shown on the dashboard comes from Acumatica itself, the data from the form can be displayed in various types of charts and tables, with the data filtered to meet your selection criteria.

Acumatica allows users who have sufficient privileges to design the layout and create specific widgets to be used in the dashboards. You can even display data from external sources on the Web and Generic Inquiries.

You can move dashboard widgets by dragging and dropping or resize them by dragging the corners to the desired dimensions.

Powerful Benefits of Acumatica Dashboards

Interactive, Real-Time Dashboards

Use dashboards for one page customized views of key information in a variety of visual formats (tables, pie charts, bar charts, etc.) from multiple sources. Dashboard content is dynamically generated for real-time results. Click on dashboard widgets for more detailed information.

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Customizable

Dashboards can be customized by role, department, or individual so users get the information they need.

Role-Based Security

Display only the information necessary for each user. Sensitive information can be reserved only for those with appropriate access rights.

Acumatica Dashboards and KPIs

Important Features of Acumatica Dashboards

Drag and Drop

Easily modify your dashboard display with drag and drop widgets.

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Multiple Data Sources

Display data from a variety of data sources, including Acumatica’s database, Power BI tiles, external data sources, and Acumatica Generic Inquiries.

Ease of Use

Design your own dashboard with little or no training to deliver information.

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Dashboard Management

Conveniently add new dashboards, manage existing dashboards, and configure widgets on dashboards, even from mobile devices. Acumatica dashboards also allow users to filter and drill down on specific parameters.

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Mobile Display

All dashboard elements are available for display in mobile applications.

Custom Color Options

Personalize the color of the company’s user interface to match company branding or color preferences. For multi-company or multi-branches, a different color can be specified for each branch to make it easier for employees to distinguish among them.

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