Acumatica Predefined Analyses

When you install the Acumatica template, you get predefined analyses for Acumatica, including data models, views, dashboards, workbooks, and writeback templates. Each analysis is ready to use, and you can customize each one to fit your needs.

Data Models for Acumatica

Data models organize and structure your Acumatica data. Each data model includes one or more views that display the data visually through charts, KPIs, gauges, worksheets, maps, and more.

Real TimeReal time financial data.

FinanceTransaction journal, financial statements, and advanced KPIs.

Sales OrdersSales invoices, orders, shipments, and invoice comparisons (TY vs LY).

ProjectProject transactions, budgets, employee hours, and tasks.

Accounts ReceivableAR registry and historical aging.

Accounts PayableAP registry and historical aging.

Fixed AssetsFixed asset transactions and details.

PurchasesRequests, requisitions, purchase orders, and receipts.

InventoryInventory registry, balances, and valuation.

ManufacturingProduction orders, materials, inbound supply, execution, and transactions.

ConstructionProject WIP, committed costs, change orders, cost projections, and proforma invoices.

MarketingLeads, contacts, opportunities, and opportunity tasks.

ServicesService orders and appointments.

Time and ExpensesTasks, emails, and activity tracking.

ConfigurationAttribute view refresh and reporting codes.

OLAP CubesPreconfigured cubes for sales, financial KPIs, and cash conversion cycle.

Dashboards for Acumatica

Dashboards display multiple views on a single screen. Views inside a dashboard typically share a common theme, like finance or sales, so related data appears together.

SalesSales summary, anomalies and trends, top performers, and geographic performance.

FinanceReceivables and payables, sales and profit, CFO overview, cash flow, and expenses.

ManufacturingProduction demand, execution, throughput, costs, materials, and suppliers.

ConstructionWork in progress (WIP) for construction projects.

ProjectProject management overview and tracking.

Sales OLAP CubesSales dashboards built on OLAP cube data.

Finance OLAP CubesFinance dashboards built on OLAP cube data.

Workbooks for Acumatica

Workbooks are spreadsheets built inside SEI. They support formulas, pivot tables, slicers, sparklines, and data extractions to analyze your Acumatica data in a spreadsheet format.

Real TimeReal time trial balance, profit and loss, balance sheet, and cash flow.

Trial BalanceDebit and credit balances by account.

Profit and LossMultiple layouts including forecast, budget vs. actual, and multi year comparisons.

Balance SheetAssets, liabilities, and equity with a rolling 12 month view.

Cash FlowCash flow statements with current and forecast views.

Workbook DashboardsP&L, financial performance, and expense dashboards in workbook format.

Writeback for Acumatica

SEI retrieves data from Acumatica and displays it in your workbook. Writeback then sends data, such as budgets or invoices, back to Acumatica.

Annual BudgetBuilds general ledger budgets by period from actuals or manual amounts.

Forecast RevisionRevises the annual budget with actuals for closed periods and forecasts for the rest.

Project Cost ForecastUpdates revised project budgets and completion percentages.

Journal EntrySends balanced general ledger journal entries.

AP BillsEnters vendor bills, adjustments, and prepayments.

AR InvoicesBills customers with invoices, debit memos, and credit memos.

Sales Pricing ManagerChanges base, customer, and price class sales prices.

Inventory Replenishment & PO CreationTurns low stock items into purchase orders.

Pro Forma InvoicesPrepares progress and time and material billing for construction projects.