Inventory Turnover Ratio: This measures how efficiently you sell through your inventory.

thank you so much. very helpful

Hi @GavinWorsley ,

I just wanted to add that you can schedule the process to calculate the turnover.  The results are stored in the DAC TurnoverCalcItem which can be used as the basis for a dashboard widget.  Hope this helps!

Laura

thats exactly what I am looking for thank you.

Hello @lauraj46 

before I struggle trying to find the other reports I need, may be yourself or others have already found answers to the following:

• Customer Retention Rate - I would like to track this on a dashboard
• Days Sales of Inventory (DSI) - I would like to track this as a KPI against a target
• Return on Investment (ROI) - Which I believe is going to be the Net Profit / Assets and Cash

Hi @GavinWorsley ,

Days Sales of Inventory (DSI) is the inverse of Turnover Ratio (1/[Turnover Ratio])*365

I’m not aware of standard inquiries for customer retention or ROI. 

Maybe someone else on this board has thoughts on these @TimRodman @Laura02?

Laura

Hello @GavinWorsley ,

I recommend starting a new post for your additional questions - only Laura and Laura & Tim are likely to see this post.

Certainly, Return on Investment can be calculated using Financial Reports (ARM Reports in Finance module). Existing P & L reports will show you Net Profit - copy a P & L Row Set, add Assets & Cash section, then divide  Net Profit / Assets and Cash . Hide every row you don’t need.

Using Google, I found a formula for Customer Retention Rate. How do you measure customers at end of a period of time versus the beginning of a period of time?  It seems like it’s more than just count of active customers in Acumatica. Are you looking for customers who ordered more than once in a given period of time?

Laura