Digital TransformationERP PlanningGeneral Business
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Let’s be honest, data is only useful if your team can act on it. And if you’re using Acumatica without fully leveraging dashboards, you’re leaving powerful insights buried under layers of clicks and reports.
In this blog, we’re breaking down a practical, short video demo that walks you through how to unlock the full potential of Acumatica dashboards. From building KPI meters to embedding live Google Maps and vendor websites, this is a crash course in turning raw data into action, directly on your home screen.
Watch the full demo embedded below and read on to see how these tips can transform your Acumatica experience and help you run smarter, faster, and with more visibility than ever before.
When your business depends on tight timelines and quick decisions, your teams need real-time access to performance metrics—without logging into five different screens or exporting endless spreadsheets.
Here’s what Acumatica dashboards make possible:
Instant visibility into the KPIs that matter most
Real-time performance monitoring by department or role
Custom views that align with individual workflows
Embedded tools and third-party resources (yes, even Google Maps)
Personalized homepages for every team member
Going beyond cosmetic customization, you can turn your ERP into a command center.
What You’ll Learn in the Acumatica Dashboards Demo (and Why It’s Worth Watching)
In this 8-minute Acumatica Tips & Tricks video, you’ll see real examples of how to:
Build Custom Acumatica Dashboards by Role
Quickly create dashboards and assign visibility based on role, whether it’s AP admin, finance, or sales. You can also control personalization settings and mobile access to ensure your team gets exactly what they need— when they need it.
Add Powerful Widgets to Visualize Metrics
Use widgets like:
- KPIs (meters, scorecards)
- Data tables
- Stacked bar charts
- Embedded web pages
- Power BI tiles
Example: Create a widget showing “Sales Orders This Year” with dynamic filters and real-time refreshes, all without needing dev resources.
Connect Dashboards to Generic Inquiries
Generic Inquiries (GIs) are a goldmine when it comes to creating dynamic, data-rich dashboards. The demo shows how to link GIs like Sales Profitability Analysis to visualizations that help track product performance, quantities sold, and more.
Embed Google Maps with Customer Locations
Want to visualize your customer base geographically? Export your customer list from Acumatica, import it into Google Maps, and embed it directly into your dashboard using the “Embedded Page” widget. It’s a creative and surprisingly simple way to give sales and service teams location-driven insights.
Link External Websites for Easy Access
Need one-click access to frequently used vendor or partner sites? Embed them as tiles within your dashboard so users don’t have to jump between tabs and bookmarks.
Set Dashboards as Your Homepage
Make your most critical dashboard the first thing you see when you log in. This puts high-priority metrics front and center—no clicks required.
Real-World Use Case: The Sales Performance Dashboard
One of the best examples in the demo is a custom Sales Performance Dashboard, which includes:
Today’s sales order KPIs
Year-to-date sales performance
Top product performance with quantity metrics
Live Google Map with customer locations
A direct link to the company’s website
This is the kind of visibility that drives real-time decision-making, whether you’re in a boardroom or on a job site.
How Acumatica Dashboards Help Your Business
Dashboards are often seen as “nice-to-have” features, but in reality, they’re business-critical when implemented correctly.
Here’s what customized Acumatica dashboards help you achieve:
Faster Decisions:
Actionable data in real time means quicker pivots and smarter planning.
Greater Accountability:
When team members see their metrics daily, performance improves.
Better Adoption:
Dashboards make Acumatica more intuitive and user-friendly across teams.
More Strategic Conversations:
Executives aren’t asking “Where’s the data?” they’re asking, “What’s our next move?”
At The Answer Company, we specialize in building human-centered ERP experiences. That means giving your team not just tools—but tools they’ll actually use.
Next Steps: Make Acumatica Dashboards Work for You
Acumatica gives you the tools. We help you build the strategy.
If you’ve seen what’s possible in this video and thought, “We could use this…”, you’re right. Whether you want dashboards for sales, finance, project management, or something else entirely, we’ll help tailor them to your team’s real-world needs.
Watch the video above, then connect with us for a discovery call. We’ll show you how to bring it all to life with best practices, training, and long-term success in mind.
Frequently Asked Questions (FAQs) for Acumatica Dashboards
Yes! You can configure any dashboard to be your default landing page when logging into Acumatica.
Widgets include KPIs, charts, data tables, Power BI tiles, embedded web pages, and more.
Export customer/vendor data, upload to Google Maps, and embed the map using an “Embedded Page” widget in your dashboard.
Absolutely. Generic inquiries are the foundation of dynamic, role-based dashboard widgets.
Not necessarily. With some training or support from our team, most power users can build and maintain dashboards on their own.
You can configure each widget to refresh at intervals ranging from real-time (on reload) to every few hours or days.
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