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Finance Dashboard - Gross Profit and Net Profit Margin

  • January 2, 2021
  • 6 replies
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Hi Sir

Not sure if you have anyone know how to add in the Gross Profit and Net Profit figure into Dashboard as well as the % of Gross Profit and Net Profit?

 

Hope to hear from you soon.

 

Thank you

Best answer by Irina

Please refer to the S130 Reporting: Data Retrieval and Analysis course.

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6 replies

Irina
Community Manager
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  • Acumatica Platform Analyst
  • February 15, 2021

Hello @erin, sorry for the long reply.

You will need to create GI showing these figures first and then expose them in the dashboard using the widget needed (scorecard, table, graph).

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  • Jr Varsity II
  • February 15, 2021

Hi Irina

Thank you for your reply.

Not sure if you could guide me how to create GI to show the figure ? I am not familiar with that 

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Irina
Community Manager
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  • Acumatica Platform Analyst
  • Answer
  • February 15, 2021

Please refer to the S130 Reporting: Data Retrieval and Analysis course.

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  • Author
  • Jr Varsity II
  • February 15, 2021

Hi Irina 

thanks for your reply .

Appreciated if you could send me the link of the S130 reporting 

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Irina
Community Manager
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  • Acumatica Platform Analyst
  • February 15, 2021

My apologies, I thought I linked it.

Please find the link for the Open University course here https://openuni.acumatica.com/courses/reporting/s130-inquiries-reports-and-dashboards/

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Irina
Community Manager
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  • Acumatica Platform Analyst
  • February 15, 2021

Looks like this question is a duplicate of another one you submitted. Please follow the guidelines provided in it when creating GI:

 

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