Acumatica Predefined Analyses

When you install the Acumatica template, you get a collection of predefined analyses built for Acumatica: data models, views, dashboards, and workbooks. Everything listed below is ready to use and can be customized to fit your needs.

Data Models

Data models organize and structure your Acumatica data. Each data model includes one or more views that display the data visually through charts, KPIs, gauges, worksheets, maps, and more.

Real TimeReal time financial data.

FinanceTransaction journal, financial statements, and advanced KPIs.

Sales OrdersSales invoices, orders, shipments, and invoice comparisons (TY vs LY).

ProjectProject transactions, budgets, employee hours, and tasks.

Accounts ReceivableAR registry and historical aging.

Accounts PayableAP registry and historical aging.

Fixed AssetsFixed asset transactions and details.

PurchasesRequests, requisitions, purchase orders, and receipts.

InventoryInventory registry, balances, and valuation.

ManufacturingProduction orders, materials, inbound supply, execution, and transactions.

ConstructionProject WIP, committed costs, change orders, cost projections, and proforma invoices.

MarketingLeads, contacts, opportunities, and opportunity tasks.

ServicesService orders and appointments.

Time and ExpensesTasks, emails, and activity tracking.

ConfigurationAttribute view refresh and reporting codes.

OLAP CubesPreconfigured cubes for sales, financial KPIs, and cash conversion cycle.

Dashboards

Dashboards display multiple views on a single screen. Views inside a dashboard typically share a common theme, like finance or sales, so related data appears together.

SalesSales summary, anomalies and trends, top performers, and geographic performance.

FinanceAR and AP, sales and profit summary, CFO overview, cash flow, and expense efficiency.

ManufacturingProduction demand, execution, throughput, costs, material readiness, and supplier performance.

ConstructionProject WIP

ProjectProject management overview and tracking.

Sales OLAP CubesSame sales dashboards built on OLAP cube data.

Finance OLAP CubesSame finance dashboards built on OLAP cube data.

Workbooks

Workbooks are spreadsheets built inside SEI. They support formulas, pivot tables, slicers, sparklines, and data extractions to analyze your Acumatica data in a spreadsheet format.

Real TimeReal time trial balance, profit and loss, balance sheet, and cash flow.

Trial BalanceDebit and credit balances by account.

Profit and LossMultiple layouts including forecast, budget vs. actual, and multi year comparisons.

Balance SheetAssets, liabilities, and equity with a rolling 12 month view.

Cash FlowCash flow statements with current and forecast views.

DashboardsP&L, financial performance, and expense dashboards in workbook format.

Writeback

SEI retrieves data from Acumatica and displays it in your workbook. Writeback then sends data, such as budgets or invoices, back to Acumatica.

Budgets & ForecastsAnnual budgets, forecast revisions, and project cost forecast updates.

Journal EntryCreates journal entries in Acumatica from workbook data.

AP BillCreates accounts payable bills in Acumatica from workbook data.

AR InvoiceCreates accounts receivable invoices in Acumatica from workbook data.

Sales Pricing ManagerCreates and updates sales pricing records in Acumatica.

Inventory Replenishment & PO CreationCreates purchase orders in Acumatica based on inventory replenishment needs.

Proforma InvoicesCreates proforma invoices in Acumatica for construction projects.