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Dashboard - Net Profit and Net Profit Margin % Information


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Hi 

I understand that we need to create Generic Inquiry for the above in order to add the Net Profit and Net profit Margin % in the Dashboard.

Not sure who can give me a guide that how to create the generic inquiry for this matter?

Is there any simple and straight forward method to add in the Net Profit /Net Profit Margin % in Dashboard except created GI?

 

Thank you and hope to some guidance from you all soon. 

 

 

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Best answer by ChandrasekharM 6 July 2021, 17:08

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Hi @erin The Data source for the dashboard is Generic Inquiry. Hence, the first setup is to create the GI and then design the dashboard based on the GI.

Steps to create simple Generic Inquiry:

Open Generic Inquiry Screen

 

Name the Generic Inquiry

  1.  

Add an Acumatica Table - for example SOOrder for Sales Order data

As shown above, search for the table and select the required table for data. SOOrder is selected in this case.

 

Add fields to the “Results Grid” tab

 

 

 

Save and View Generic Inquiry data

 

Optionally Add condition, if required, under the “Conditions” tab

 

Please Note:

  1. It is advised to have SQL knowledge to build generic inquiries that pulls data from more than 1 table.

 

Caution: When using multiple tables, if the joins are NOT properly framed, the System performance will be impacted.

 

 

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Review the link for more info:

https://www.acumatica.com/cloud-erp-software/reporting-dashboards-and-data-analysis/acumatica-generic-inquiries-for-reporting-and-analytics/

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Hi Chandrasekhar

Thanks for your helpful information and Step.

For Net Profit figure, there is no account code or inquiry title related with Net profit figure as the Net Profit figure is a result in financial statement

Can i check with you if there is any inquiry title is related with net profit in local engine? so that i can modify from there

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Hi @erin If you are looking for Sales Profitability, you will find the GI “Sales Profitability Analysis Detailed” in the sales demo instance of Acumatica. Kindly take a look and let me know your feedback.

Thanks

Userlevel 6
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Hi @erin Please find the below Generic Inquiry view for your reference.

 

Userlevel 2
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Hi @erin If you are looking for Sales Profitability, you will find the GI “Sales Profitability Analysis Detailed” in the sales demo instance of Acumatica. Kindly take a look and let me know your feedback.

Thanks

Hi ChandrasekharM

Thanks for your email. Yes, we know about the sales Profitability Report.

Actually we are looking for Net Profit figure that show in financial report- P&L to show in Dashboard.

 

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