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Build Custom Dashboards in MYOB Acumatica: A Step-by-Step Guide
Christian Galaz
Build Custom Dashboards in MYOB Acumatica: A Step-by-Step Guide
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A Step-by-Step Guide to Building Custom Dashboards
Data is power, but only if you can make sense of it. And that's exactly what custom dashboards do. In this blog, we’ll walk you through how to build, customise, and get the most out of your dashboards in MYOB Acumatica.
Building Custom Dashboards
If you're using MYOB Acumatica, one of its most powerful yet underused features is its dashboard customisation tools. And make no mistake, these dashboards aren’t just for IT teams - they’re for anyone who wants to see what’s happening in their business at a glance.
The first thing know is that custom dashboards are more than just charts and numbers—they’re decision-making tools. And when they're done right, they help you:
- Monitor KPIs in real-time
- Spot trends and anomalies early
- Align team focus on business priorities
- Save time switching between modules or reports
The benefit is that with just a few clicks, you can see sales performance, cash flow, inventory levels, or outstanding invoices - all updated in real time.
Real-World Dashboard Examples
1. Sales Dashboard for Wholesale Distribution
- Sales YTD by rep
- Top 5 customers by revenue
- New leads added this month
- Orders in pipeline
- Margin by product category
2. Finance Snapshot for CFOs
- Current cash balance
- Payables due this week
- Receivables aged 30/60/90
- Bank reconciliation status
- P&L by month vs budget
3. Job Costing Dashboard for Field Services
- Jobs running over budget
- Time logged vs time allocated
- Estimated completion by project
- Purchase orders not yet billed
- Uninvoiced time and materials
How to Build a Custom Dashboard in MYOB Acumatica
Step 1: Identify What Matters
Before jumping in, think: What information do I need at a glance?
Here's some popular dashboard themes our clients use:
- Finance: Cash on hand, aged receivables, revenue vs target
- Sales: Monthly sales, conversion rate, sales pipeline
- Inventory: Stock on hand, top selling products, stock turnover
- Projects: Billable hours, project health, overdue tasks
Step 2: Accessing the Dashboard Workspace
Go to Customisation > Dashboards > Create New Dashboard.
Give it a name like “Sales Dashboard – VIC Region” or “Finance – Weekly Snapshot”.
You can choose to make the dashboard available to:
- All users
- Specific roles (e.g., Finance, Sales)
- Individuals only
This keeps the focus tight and relevant.
Step 3: Add Your Widgets
Widgets are the building blocks of your dashboard. You can choose from:
- Scorecards (single figures like “Total Sales Today”)
- Charts (line, bar, pie, column, etc.)
- Tables (great for listing overdue invoices or tasks)
- KPIs (compare targets vs actuals)
You can drag and drop to re-order them and size them to suit your screen layout.
Step 4: Connect to Real-Time Data
Each widget needs a data source. MYOB Acumatica connects widgets directly to your live data—no manual updates required.
For example:
- Sales by rep this month
- Average customer payment time
- Jobs overdue by more than 10 days
Use filters to refine data to a location, department, or specific rep. If you’re a national company, you can even build dashboards per state.
Step 5: Make it Interactive
Dashboards in MYOB Acumatica can be made clickable—so if you see a red flag, you can click through and go directly to the underlying data or record.
Want to see which customer hasn’t paid on time? Click the overdue invoices widget. Need to review stock on hand by location? Click the chart.
Best Practices for Dashboard Success
- Keep it simple: Show only what’s important. Too many widgets = overwhelm.
- Review monthly: Business priorities change, so should your dashboards.
- Make it visual: Use charts and colours to highlight what needs attention.
- Get feedback: Ask staff what info would help them work smarter.
- Test on mobile: Many users will check dashboards on the go. Make sure it works well on tablets and phones.
What to Avoid
- Duplicating reports: Dashboards are for quick glances, not deep dives.
- One-size-fits-all dashboards: Tailor each one to the person or role using it.
- Outdated widgets: If a widget’s no longer helpful, remove it.
A Localised Views
MYOB Acumatica has been localised to meet Australian reporting standards—think GST, ATO compliance, superannuation, and payroll. Your dashboards can reflect these too.
For example:
- Super payments due this quarter
- BAS lodgement countdown
- Payroll run status by week
Final Thoughts: Your ERP solution Should Work the way you do
Your ERP system should work the way you do—not the other way around. MYOB Acumatica dashboards are incredibly powerful, but only if you take the time to customise them to your needs.
Put an end to endless reports. Build a dashboard that works as hard as you do. Need help building your dashboards in MYOB Acumatica? Contact BusinessHub or call 1300 733 071 and we’ll show you how.
