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Build Better Dashboards with MYOB Acumatica Modern UI

Dashboards in MYOB Acumatica can give your team a clearer view of the information that matters most, without relying on manual reports or searching across multiple screens. This session explores how dashboards work, when to use them, and how the Modern UI makes it easier to organise and present business data.

If you attended the live session, use this page as a reference to revisit the key concepts and examples. If you missed it, you can watch the full webinar recording below.

Watch the Webinar Recording

About This Session

This session was part of our Unlock the Power of Your MYOB Acumatica webinar series, which focuses on practical ways to help users get more value from their MYOB Acumatica system.

In this webinar, we looked at the fundamentals of MYOB Acumatica dashboards and how they can help teams bring important business information together in one place.

The session explored the differences between dashboards, reports and Generic Inquiries, helping users understand when each tool is most appropriate. We also looked at the dashboard experience in the MYOB Acumatica Modern UI, including updated layouts, widget options and ways to present information more effectively.

The webinar included practical finance and operations examples, followed by a live demonstration and audience Q&A.

What This Session Covers

  • What a MYOB Acumatica dashboard is and how it can support day-to-day decision-making
  • Why dashboards can help improve visibility across business information and KPIs
  • The difference between Dashboards, Reports and Generic Inquiries
  • How Generic Inquiries can provide data for dashboards and analysis
  • What has changed with dashboards in the MYOB Acumatica Modern UI
  • How Modern UI dashboards provide a cleaner and more flexible dashboard experience
  • The different widget types available, including charts, tables, pivot tables, KPI widgets, links and embedded pages
  • How to choose the right widget depending on the information you need to present
  • Practical finance dashboard examples
  • Warehouse and operations dashboard examples
  • How dashboard information can be organised around different user roles and business needs
  • A live MYOB Acumatica dashboard demonstration
  • Questions and answers from MYOB Acumatica users attending the session

Is This Session Relevant to You?

This webinar is worth watching if you are:

  • A current MYOB Acumatica user who wants to get more value from dashboards
  • A finance manager who wants easier access to important financial information and KPIs
  • An operations or warehouse manager looking for clearer visibility across day-to-day activities
  • A business owner or manager who wants important information available in one place
  • Unsure about when to use a Dashboard, Report or Generic Inquiry
  • Looking to understand how dashboards work in the MYOB Acumatica Modern UI
  • Reviewing or planning improvements to your existing MYOB Acumatica dashboards
  • Interested in making reporting and business information easier for your team to access

Get the Presentation Slides and Support

Want to revisit the presentation from the session or share it with your team? Get in touch and we can send you a copy of the webinar presentation deck.

If you need help getting more value from your MYOB Acumatica dashboards, reporting, Generic Inquiries or Modern UI setup, the AlphaBiz team can also help review your current configuration and identify opportunities to improve how information is presented to your users.

Our team supports MYOB Acumatica clients across WA and Australia with implementation, optimisation, reporting and dashboard solutions.

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We’re excited to have you join us for the upcoming webinar on “Prepare for Mandatory Two-Factor Authentication: Essential Webinar for MYOB Acumatica Users”. 

The webinar is scheduled for
22 August 2024, from 10:00 am to 10:45 am AWST

Keep an eye on your inbox for the confirmation email, which includes all the details you’ll need to join the session. If you can’t attend the live event, no worries—we’ll send you a recording afterward.

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feel free to reach out to us at:

admin@alphabiz.com.au

We look forward to seeing you at the webinar!

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The webinar is scheduled for August 18, 2023, from 10am to 11am Perth Time. 

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You will receive a confirmation email shortly with the webinar details and a calendar invite. Please check your spam folder if you don’t see it in your inbox. 
 
If you can’t attend live, don’t worry! We’ll send a recorded version of the webinar to your email once it’s available. 

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If you have any questions before the webinar,
feel free to reach out to us at:

admin@alphabiz.com.au

We look forward to seeing you at the webinar!

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