What is an ERP and how can it help you?
We spend a lot of time talking about different ERPs, but we never really talk about what an ERP actually is. What should your ERP be capable of? Why do you even need one or how do you know if you need one?
The Use of Acumatica for the Financial Management Team
Acumatica’s cloud based ERP has the ability to give users of all different types access to data whenever they need it. This information is important to access the company’s financial health, report and analyze data, and provide accurate information to users who need it. Financial Leaders in companies need to be able to access this data quickly and efficiently and Acumatica has the tools to do this.
Designing an Acumatica Dashboard
Dashboards in Acumatica are a great way for users to see an overview of the data in the system. Dashboards are the main screens users see when they log into their Acumatica system and are configured to each user, making the data very customizable for each department and role.
Loan Book Dashboard Overview
Like Acumatica, AcuLoan has its own dashboard that can be configured to best fit your needs. This dashboard is configured and designed the same as any other dashboard in Acumatica using the design feature along the top right-hand side of the screen (you can see this in the screenshot above). The AcuLoan dashboard is called the Loan Book Overview.
In the photo below, users will see what the Loan Book Overview dashboard looks like and what tiles are and graphs are available to configure.
On the Loan Book Overview Dashboard, there are several configurable tiles. These help users to see an overview of their loans and accounts in AcuLoan. In this specific dashboard view you can see several things:
• Total Book Value
• Advanced Payments Disbursed
• Receipts Payments Received
• Different Trends – deal size and capitalized interest
• Actual vs. Budget – Income
• View of Certain Loans
There are several other items that can be included on a dashboard for AcuLoan. These tiles and graphs have many customization options. The colors can be changed as well as the thresholds which prompt the tile to “alert.” Dashboards in the AcuLoan program from Acumatica are a great way to get an overview of what is happening in the system. These dashboards can be configured one time for multiple users to see.
If you think you could use a dashboard like this for your loan data, please contact Polaris Business Solutions; info@polaris-business.com.
Acumatica vs. Dynamics SL: Dashboards
Your ERP system has a wealth of information about the health of your business, so getting the right data to the right users in a timely fashion can help you take corrective action if necessary. One of the most popular ways to provide users with relevant data is through dashboards. When comparing the options current Dynamics SL users have compared to Acumatica users there is certainly a big difference.