Solved

Dashboard Widget For Revenue

  • 17 May 2024
  • 6 replies
  • 53 views

I have tried creating a Dashboard widget for Quarterly Revenue without any success. Does anyone have one already built?

icon

Best answer by Robert Sternberg 23 May 2024, 15:22

View original

6 replies

Userlevel 3
Badge

have you tried using filter date @QuarterStart or @QuarterEnd?

 

I haven’t even been able to get to the point of setting the filters. I can’t seem to find the correct inquiry screen to have the amounts convert to local currency for all revenues (we bill in multiple currencies).

Userlevel 3
Badge

Maybe on the generic inquiry you can group by currency ID on your Revenue accounts

Userlevel 7
Badge +8

You will need to create a Generic Inquiry displaying ending balance of your Revenue accounts using the GLHistory table, then sum the values for your dashboard tile and limit by the current period or the evaluation period you choose. 

Userlevel 7
Badge +10

If you have the stock Controller Dashboard (I think this released in 2022?), take a look at the Income vs. Expense by Period widget.  (the inquiry is called Income and Expense).  Below is from the sales demo environment.  This should give you the starting info you need to change it up to be quarterly.

 

 

That makes sense. I will try it. Than you.

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved