How to Create Dashboard Widgets for Top 10 Customers and Top 10 Items (Filter by Month/Quarter/Week)?

Hi everyone,

I’m looking for guidance on how to create dashboard widgets in Acumatica that display the following:

1. Top 10 Customers by Sales ($ Amount)

   • Ranked by total sales revenue

   • Displayed in a graph (e.g., bar or column chart)

2. Top 10 Items Sold

   • Ranked by quantity sold and/or total sales amount

   • Graph should display the item name and description

   • Should show both quantity and price (or total sales $)

Additionally, I’d like both widgets to be filterable by:

• Weekly

• Monthly

• Quarterly

Ideally, users should be able to adjust the date range dynamically from the dashboard.

My questions:

• Is this best accomplished using Generic Inquiries (GIs) as the data source for the widgets?

• What tables and joins would you recommend for pulling accurate sales totals (ARInvoice, ARTran, SOOrder, etc.)?

• What’s the best way to structure the GI to allow dynamic date filtering (week/month/quarter)?

• How can I ensure the item description appears correctly in the graph labels?

If anyone has a sample GI structure, dashboard setup steps, or best practice recommendations, I’d really appreciate it. I tried watching online tutorials but I am not achieving my desired results so any tips would be appreciated. Also, my current version of Acumatica is 2025 R1. 

Thank you!