Stellar Talks: All Things Dashboards in Acumatica

Carl Lewis sits down with Julie Zhu to walk through everything you need to know about dashboards in Acumatica. From building your first dashboard and adding widgets to customizing views by role, this episode covers how to turn Acumatica's generic inquiries and real-time data into dashboards your team will actually use. Whether you're setting up dashboards for the first time or trying to make existing ones more useful, this one is for you. What’s Covered: What Acumatica dashboards are and why they matter for daily operations How role-based dashboards help different teams see the information they actually need A walkthrough of the Warehouse Manager dashboard in Acumatica How dashboard widgets display key metrics like orders to ship, open shipments, late sales orders, fill rate, incoming returns, and pending transfers How to use Design mode to edit and customize an Acumatica dashboard How to add and configure dashboard widgets How widget properties control captions, visualization types, inquiry screens, refresh settings, filters, and appearance How dashboard parameters help connect widgets to the right warehouse or operational data How filters can narrow dashboard results by shipment status, operation type, date range, warehouse, and other conditions How scorecards, charts, tables, and inquiry widgets help users monitor real-time activity How dashboards support drill-down visibility from high-level metrics into underlying records How to arrange dashboard widgets for a cleaner, more useful view How to set a dashboard as a user’s Acumatica home page Why dashboards should be customized around the way each role works, not just copied out of the box FAQs: What is an Acumatica dashboard? An Acumatica dashboard is a customizable screen that brings key business information into one place using widgets, scorecards, charts, tables, and inquiry data. Can Acumatica dashboards be customized by role? Yes. Dashboards can be built around specific roles like warehouse manager, sales manager, controller, AP clerk, AR clerk, or executive leadership so each user sees the metrics most relevant to their work. What kinds of widgets can you add to an Acumatica dashboard? You can add widgets such as scorecards, charts, tables, data views, inquiry results, and other visual elements that help users monitor activity and take action quickly. How do dashboard filters work in Acumatica? Filters allow you to narrow the data shown in a widget based on conditions like warehouse, shipment status, order type, due date, operation, or other fields tied to the inquiry screen. Can users drill into dashboard data? Yes. Many dashboard widgets allow users to click into the underlying inquiry or record, making it easier to move from a high-level number into the detail behind it. How do you make an Acumatica dashboard your home page? Inside the user profile settings, you can select a dashboard as the user’s home page so it appears first when they log into Acumatica. Why should businesses customize dashboards in Acumatica? Customized dashboards help users focus on the information they need most, reduce time spent searching through screens, and make daily decisions with clearer real-time visibility. #Acumatica #Dashboards #StellarTalks #StellarOne #AcumaticaERP #ERPTraining #CloudERP #BusinessIntelligence #DataVisualization #GenericInquiries #ERPSoftware #AcumaticaTutorial #SmallBusiness