Insight: Introduction to Acumatica Dashboards
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Published on: Mar 18, 2025 2:04:04 PM by Cailee Hanson
Updated on: March 19, 2025
As businesses grow and evolve, they require an ERP system that adapts to their unique workflows and operational demands.
Acumatica, a cloud-based ERP solution, offers unparalleled flexibility, allowing businesses to tailor the platform to their specific needs. Whether you’re in manufacturing, distribution, retail, or professional services, Acumatica can be customized to fit your business processes seamlessly.
Here are five key ways Acumatica can be tailored to enhance efficiency and drive growth.
Every business has its own way of handling approvals, order processing, and financial workflows. Acumatica allows companies to define and automate workflows to match their specific approval hierarchies and operational procedures.
Many of these changes can be made directly through the user interface (UI), without the need for developers.
| Example |
| A manufacturing company might need a multi-step approval process for purchase orders that requires sign-off from different department heads. Acumatica enables the company to create automated approval workflows that ensure purchase requests follow the correct authorization sequence, reducing bottlenecks and ensuring compliance. |
Insight: Streamlining Business Processes with Acumatica Workflows
Data visualization is crucial for decision-making, and Acumatica enables businesses to create customized dashboards that provide real-time insights into their most critical KPIs.
Users can personalize dashboards based on their role, ensuring that each team member sees relevant data at a glance. As with workflows and approvals, dashboards and reports can be tailored without a developer and configured through the UI.
| Example |
| A distribution company may want its sales team to see daily order volumes, outstanding invoices, and customer purchasing trends, while the finance department needs a dashboard that focuses on cash flow, profitability, and overdue payments. Acumatica’s customization capabilities ensure each department gets the insights they need without information overload. |
No two businesses operate the same way, and Acumatica allows companies to add or modify modules to suit their specific needs.
Additionally, Acumatica offers API connectivity to integrate seamlessly with third-party applications such as e-commerce platforms, CRM systems, and industry-specific software.
| Example |
| A retail business using Shopify for e-commerce can integrate it with Acumatica to sync inventory, track orders, and streamline financial reporting. This eliminates the need for manual data entry, reducing errors and improving efficiency. |
Security and access control are essential for any business, and Acumatica allows administrators to set up customized user roles and permissions to ensure that employees only have access to the data and functions relevant to their job responsibilities.
| Example |
| A construction company using Acumatica can set up different access levels for project managers, site supervisors, and accounting staff. While project managers can access job costing and project timelines, accounting teams can handle payroll and invoicing without seeing unnecessary project management details. |
Insight: Unlock New Potential: Acumatica's 2024 R2 Release is Here
Acumatica’s flexibility allows businesses to tailor the system to their industry-specific needs. Whether it’s advanced job costing for construction, lot and serial tracking for manufacturing, or subscription billing for SaaS companies, Acumatica can be configured to support specialized workflows.
| Example |
| A professional services firm that bills clients on a recurring basis can configure Acumatica’s financial module to support subscription billing, automatically generating invoices and tracking payment schedules to ensure a steady cash flow. |
Acumatica’s ability to be tailored to a business’s specific needs makes it a powerful ERP solution for companies looking to scale efficiently. From workflow automation and personalized dashboards to industry-specific customizations, Acumatica provides the flexibility businesses need to operate more effectively.
If you’re considering Acumatica for your organization and want to explore how it can be customized for your unique requirements, our expert consulting team is here to help.
Contact us today to learn more about our Acumatica implementation and training services!
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Cailee works as a Business Solutions and Pre-Sale Consultant at SVA Consulting. She collaborates with prospects and clients daily to grasp their needs, leverage technology to align with their business objectives, and identify opportunities for organizational growth. Cailee plays a pivotal role in driving the success of numerous eCommerce, CRM, and digital transformation projects for clients. Cailee's understanding and identification of ever-evolving industry trends assist her in providing quality service to clients to help them reach Measurable Results. With a degree in Entrepreneurship from the University of Wisconsin-Madison, Cailee infuses each project with an entrepreneurial perspective to drive success for all stakeholders involved.
