Ideas for Acumatica

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OTB/Standard Dashboards

I receive many requests for OTB/Standard dashboards within the production Acumatica SAAS instances. These requests are always a result after viewing the sample dashboards that ship with the Acumatica Demo instance. Are there any plans to include similar sample dashboards in the base production instances that are provided for subscription use?

  • Don Cumbie
  • Mar 6 2019
  • Future consideration
  • Attach files
  • Vladimir Panchenko commented
    June 21, 2019 12:54

    Thank you for your feedback.

    Dashboards from the demo instance are available as a customization package here. But, as Doug and Mike said, be careful when using them in the production environment.

    We'll think about adding additional dashboards to the default installation; some CRM-related dashboards (e.g. for HubSpot integration) are planned for the next release.

  • Don Cumbie commented
    June 13, 2019 19:05

    Mike/Doug - thank you for the information, very helpful. 

  • Douglas Johnson commented
    June 13, 2019 15:35

    @Mike thanks for your responses ... much appreciated. 

    @Don - if you want to start from the SalesDemo dashboards, the customization package that Mike refers to can be obtained from the Acumatica partner portal. Use this link (partner login required) or navigate to Sales > Demo Materials > Setup Demo Environment. 

    I would like to echo Mike's warning ... some of the SalesDemo dashboards have not been run in a large-scale production environment, so make sure to do proper testing. 

  • Mike Schmitt commented
    March 08, 2019 22:45

    The Dashboard zip file is available on the partner portal.  GitHub has one for financial dashboards.  

    • AP Clerk
    • AR Clerk
    • Controller


    The dashboards are tested with the Sales Demo data on a regular basis; however, the underlying inquiries and reports have not been fully optimized for a large scale production environment. Use caution before deploying to a production environment with medium or higher resource levels.


    Here's a link to the Technical Tuesday article published by Doug Johnson.

  • Mike Schmitt commented
    March 08, 2019 22:39

    Don -  in the meantime, you may create a customization package.  I attached an article on the process and a zip file from the SalesDemo DB i last deployed.  I have come across an error or two depending on the version and the tables referenced in the GI however we've always been able to correct the Gi.  Also, the GI may need the conditions adjusted for your customer.  Hope this helps.  Let me know if you have any questions