Retail Dashboards：为特定于 Retail 的数据创建 Dashboard 和 Report.pdf

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1、Retail Dashboards:Creating Dashboards and Reports for Retail-Specific DataStacie Jurczak2Presented byStacie JurczakProgram Manager,Retail Edition3AgendaIntroductionSession OverviewLearning ObjectiveQuizQ&A|Survey CompletionSummary and Key Takeaways4CPE DisclaimerThis session is NASBA-compliant,and y

2、ou may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full name and email address when you complete a quizFailure to provide your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will be u

3、nable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your personal details is optional.Learning Objectives6Learning ObjectivesIn this session,you will learn how to do the following:How to capture important data and display it on a dashboard with var

4、ious charts and graphs.How to grant data access to some team members while restricting it from others.How to create business events based on the critical data in these dashboards.Session Overview8Importance Of Acumatica Retail Real Time DashboardsAcumatica dashboards offer flexibility and can be tai

5、lored to the specific needs of each user for example,the information needed by shipping and receiving is different than the information needed for sales or the executive leadership team.Dashboards offer a way to visualize complex data through widgets that can display a wide variety of data types,inc

6、luding:Charts(line,column,bar,etc.)Data tablesData from external sourcesPower BI tilesKPIs(visualize with scorecard,meter widgets)Shortcuts to Acumatica forms,reports,and dashboards9Acumatica Retail Dashboards Out of the BoxAcumatica Retail Commerce includes Out of the Box DashboardsSee Commerce Syn