Lead with visibility and vision
President, CEO, Partner, Founder, Owner, “The Boss”
Decision-makers need to know where the organization is now and what threats and opportunities lie ahead—something a simple profit and loss statement does not cover. With Acumatica’s Cloud ERP application, business leaders get real-time insights into how each department is functioning, so they can identify minor issues before they become significant problems. Manage your entire leadership team effectively by arming them with accurate and timely information to make better decisions to improve finance, distribution, manufacturing, field service, professional services, construction, marketing, sales, and other business areas.
Essential KPIs for Business Leaders to Monitor
Profitability ($) and Growth (%)
Revenue ($) and Growth (%)
Revenue from New Markets and Products
Operating Costs, Corporate Valuation, and Stakeholder Equity
Working Capital for Investments and Acquisitions
Quality and Customer Satisfaction
Distribution and Supply Chains
Tactical and Strategic Planning
Competitive Initiatives and Market Share
Supercharge your business transformation
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Acumatica Benefits for
- Use Acumatica’s integrated accounting functions, operations management, and customer management (CRM) to see how your company is performing at all times.
- Get the information you need on all aspects of the company in real-time with personalized dashboard widgets and notifications to alert you of significant changes or issues.
- Track opportunities, spot trends, and monitor progress with Acumatica’s Power BI integration.
- Set up and monitor key performance indicators (KPIs).
Maintain and increase revenue per customer
- Use Acumatica’s integrated financials, marketing, sales, and service to track costs and revenue for each customer, from first contact to final sale.
- Track requests and issues to improve customer service and satisfaction.
- Implement item substitutions, up-sell, and cross-sell strategies powered by artificial intelligence with machine learning to boost revenues.
- Expand into international markets with multicurrency, intercompany accounting, and localization.
- Increase online sales with native commerce storefront connectors and grow sales with embedded service and project management applications.
Reduce operating costs
- Stay focused on the things that matter with easily configured reporting and dashboards.
- For product-centric companies – Plan and track operating and production costs:
- Inventory and production management
- Material planning (MRP) and scheduling (APS)
- Product costing (standard, average, actual, or first-in-first-out)
- For project-centric companies – Plan and track project efficiency and profitability:
- Project costs
- Time and expense
- Billable staff utilization
Identify problem areas
- Use case management in CRM to track customer problems and identify trends
- Use analytical and business intelligence tools to drill into the details and examine trouble spots
- Empower staff to share information and best practices using Acumatica’s built-in collaboration tools
Stay ahead of the competition
- Collect and analyze “voice-of-the-customer” information. Use Acumatica’s single customer database and extensive sales and customer service functionality to collect strategic competitive information.
- Increase customer satisfaction and communication with Acumatica’s integrated customer portal. Customers can access account information, invoices, and support information online.
We at Infosoft treat our clients as our partners
We take great pride in highlighting the real-life results of our customer’s success with their Microsoft Dynamics, LS Retail, or Acumatica solution. Gain valuable insight, best practices, and expert opinions that only experienced customers can provide. and we exhaust all means for them to succeed.