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Create dashboard

  • February 2, 2023
  • 2 replies
  • 211 views
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Semi-Pro II
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Hi all,

I want to make a dashboard that displays the top 10 customers. What Inquiry should I use? Thanks!

Best answer by saiful murad

Hi @paula012 ,

If you can access the SalesDemo tenant for the Acumatica ERP version that you are currently use, you can go to the Dashboard workspace and look at AR Clerk.  It has plenty of dashboard widget examples for you.

Easiest would be to use what’s already provided out-of-the-box, and use the Customer Summary.

Sample dashboard in SalesDemo

The widget details screenshot for you

 

2 replies

saiful murad
Jr Varsity II
Forum|alt.badge.img

Hi @paula012 ,

If you can access the SalesDemo tenant for the Acumatica ERP version that you are currently use, you can go to the Dashboard workspace and look at AR Clerk.  It has plenty of dashboard widget examples for you.

Easiest would be to use what’s already provided out-of-the-box, and use the Customer Summary.

Sample dashboard in SalesDemo

The widget details screenshot for you

 

jinin
Chris Hackett
P
P
Semi-Pro II
Forum|alt.badge.img+1
  • paula012
  • Author
  • Semi-Pro II
  • February 2, 2023

Hi all,

I want to make a dashboard that displays the top 10 customers. What Inquiry should I use? Thanks!

Thank you so much for the answer Sir @saiful murad. I forgot to mention I want the top customers by the total of the netsales acquired from them. I just saw that Customer Summary doesn’t have that field.

Chris Hackett
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