Ideas for Acumatica

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Power BI templates

Might need to create a new category for Power BI ideas and keep them separate from the standard Acumatica dashboards.


Is there anything on the Acumatica-Power BI integration road map to provide more content packages in order provided detailed dashboards (as shown for other ERP solutions on the solutions page for Power BI 



  • Mike Schmitt
  • May 8 2017
  • Gathering Feedback
  • Attach files
  • Douglas Johnson commented
    07 Jul 15:33

    We recently (April 2020) updated the Acumatica Power BI Template App to include additional Acumatica data. More info is on the portal:

    Here is a short YouTube video that describes how to set it up:

  • Douglas Johnson commented
    February 04, 2019 18:11

    In AppSource, we currently have an Acumatica Content Pack that provides CRM data analysis. We plan to expand this to include additional dashboards for financials, sales bookings, and other data. Information about what you would like to see or sample dashboards would be appreciated.

  • Vladimir Panchenko commented
    February 02, 2019 17:56

    Hi Mike,

    Thank you for your suggestion and please take my apologies for the late answer.

    Could you please share some thoughts on which modules should be covered in these templates (e.g. CRM, etc.), and what "must have" items are?