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( votes)Making data-driven decisions in today’s competitive business landscape is no longer an advantage but a necessity. Acumatica, a leading cloud ERP solution, empowers businesses to visualize and analyze data through dynamic dashboards. Mastering Acumatica dashboards will help you turn complex data into actionable insights and drive smarter business outcomes. A Step-by-Step Guide to Data-Driven Decisions by harnessing the full potential of Acumatica dashboards.
Why Acumatica Dashboards Matter
The key performance indicators, trends, and metrics within Acumatica reside in a central location that allows the user to:
Make complex data visual with charts, graphs, and tables
Provide a quick location to find trends, opportunities, and issues in making decisions
Give real-time information without multiple modules
Provide role-specific content by tailoring the dashboards based on the departments or individuals’ needs.
Step 1: Dashboard Fundamentals
You first want to understand the components of building it.
Widgets are the basic items that make up a dashboard – charts, tables, and KPIs.
Data Sources. A dashboard actually brings in data from Acumatica’s underlying databases. Make sure your data is accurate and in good order.
Permissions. Check on users’ permission level so they may view and access the dashboard accordingly.
Step 2: Designing Your Dashboard
A well-designed dashboard adds value because it satisfies specific needs of a business. Follow these steps below.
Define Objectives: Specify what you want your dashboard to achieve. Examples are sales performance, tracking of inventory, and financial trends.
Identify Metrics: The KPIs to use should be in line with your objectives. Ensure the metrics are measurable and actionable.
Know Your Audience: The dashboard needs to cater to the needs of its users. Users can be executives, managers, or front-line employees.
Design: Plan the placement of the widgets so that the layout is neat and easy to navigate.
Step 3: Building Your First Dashboard
In Acumatica, to build a dashboard, perform the following:
Go to Dashboards: Open up the Dashboards workspace and then click on New Dashboard.
Select Template: Use any of the template options or opt for a blank dashboard to work entirely from scratch, depending on preference.
Add Widgets:
Chart Widgets: Make trends using a bar, line, or pie chart.
Table Widgets: Report on a specific issue in tabular form.
KPI Widgets: Highlight key metrics, like revenue, profit margins, or customer satisfaction scores.
Set Up Data Sources: Link widgets to relevant data sources; filters and parameters should reflect your goals.
Order and Tailor:
Drag and drop to intuitively organize widgets.
Color, label, and format to make it more readable.
Step 4: Dashboards Refining and Optimization
Refine the first version to maximize its effect:
Accuracy Testing: Ensure that all widgets are displayed with the correct data.
Collect Feedback: Seek input from end-users on usability and relevance.
Optimize Performance: Dashboards should ideally not take too much time to load. This is made possible by reducing complex queries and filtering out unnecessary data.
Set Refresh Intervals: Acumatica enables real-time insights by setting relevant intervals to refresh data.
Step 5: Using Power Features
Turn your dashboards into a more advanced state using Acumatica’s power features:
Drill-Downs: Users can see detailed data by clicking on any widget.
Interactive Filters: Allow real-time filtering for viewing data from different angles.
Scheduled Reports: Schedule delivery of dashboard insights through email.
Mobile Access: Ensure that dashboards are mobile-friendly, hence helping decision-makers go on the go.
Step 6: Long-Term Success
The dashboards have to keep pace with your business. For long-term effectiveness,
Update dashboards regularly in confluence with changes in your business needs.
Provide ongoing training to the users for maximum adoption and proficiency.
Monitor usage of dashboards through analytics tools of Acumatica.
Conclusion
It may unlock real data power to your business to learn mastering dashboards in Acumatica. Start creating intuitive, impactful, and data-driven decision-making and operating more efficiently with A Step-by-Step Guide to Data-Driven Decisions to using Acumatica dashboards as a strong and powerful business analytical and decision tool that can bring anyone from analysts and managers or other decision makers close to transforming the data.
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