Business Leaders

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 functions to 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 (Innovation)
  • 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

Acumatica Key Benefits for Business Leaders

  • Use Acumatica’s integrated accounting functions, operations management, and customer management (CRM) to see how your company performs.
  • 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).
  • 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.
  • 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
  • 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
  • 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.


Streamline your financial management

CFO  |  VP of Finance  |  Controller  |  Treasurer  |  Bookkeeper

Financial leads are responsible for the holistic financial health of their organizations. They need a financial management system that delivers visibility and efficiency to ensure that invoices are paid, payroll is met, accounts and loans are in order, financial statements are accurate, budgets are prepared, and books are closed fast.

Key KPIs for Finance Leaders to Monitor

  • Revenue goals
  • Profitability goals
  • Return on Assets (Equity)
  • Asset Productivity (Throughput)
  • Days Sales Outstanding (DSO)
  • Quality & Timeliness of Reports Produced (Income Statement, Balance Sheets, Departmental and Project Performance, etc.)
  • Time to Close Your Books
  • Financial Report Restatement Rate

Acumatica Key Benefits For Finance Leaders

  • Increase insight and analytic capabilities.
  • Implement company-wide finance and accounting processes and systems.
  • Access reports and dashboards that offer a real-time view of current and future business performance and trends.
  • Bring all your data together to be analyzed with best-in-class business intelligence tools.
  • Set up and monitor key performance indicators (KPIs).
  • Use cloud-based ERP to drive a single version of the truth and lower IT costs.
  • Utilize Web-based financial consolidations.
  • Post only once with intercompany accounting.
  • Because Acumatica has no limit on the number of users, you can avoid mistakes and time delays by allowing all users to access the system to enter data and inquire directly.
  • Leverage AI/ML to automate processes such as AP document creation and importing expense reports
  • Leverage Acumatica’s integrated accounting, operations, and CRM to track all company transactions.
  • Ensure regulatory and audit compliance with Acumatica’s financial management functions. Accounting functions include:
  • General Ledger
  • Accounts Payable and Accounts Receivable
  • Payroll management
  • Tax management
  • Multi-entity and Intercompany Accounting
  • Currency Management
  • Cash management
  • Deferred Revenue Accounting
  • Recurring Revenue Management
  • Fixed Assets
  • Time Management
  • Advanced Expense Management
  • Bank Feeds
  • Project Accounting
  • Take advantage of 250 out-of-the-box reports, customize your reports without coding, and use generic inquiries to query any data elements in the system – even user-defined fields.
  • Give all companies/entities their books. Use inter-company functionality for consolidations.
  • Ensure all processes have user security and audit trails.

Sales and Marketing

Business management software that keeps the pipeline entire and conversions high

VP of Sales  |  Marketing Director  |  Sales & Marketing Manager

Sales and marketing leaders are directly responsible for driving company revenue. They must make the most of the time and talent they have. In addition, they need to quickly assess how teams are performing across the entire product line and a wide range of initiatives. Customer relationship management (CRM) was built into Acumatica’s Cloud ERP platform. Embedded CRM empowers leaders with real-time insights into sales and marketing performance and customer behaviors to know what investments are paying off. Acumatica also makes it easy to automate manual sales processes to be more efficient both at the office and in the field. Marketing and sales teams need real-time information to generate leads and close more business.

Key KPIs for Sales & Marketing Leaders to Monitor

  • Prospect to opportunity conversion
  • % opportunities closed
  • Average % discounting
  • Revenue/salesperson
  • Profitability/salesperson
  • Revenue/region
  • Profitability/region
  • Fastest moving items
  • Marketing campaign results (# of leads)

Acumatica Key Benefits For Sales & Marketing Leaders

  • Use Acumatica’s CRM to track customer histories from first contact to final delivery, including quotes, sales history, problem issues, delivery, and service.
  • Calculate the cost of customer interactions through Acumatica’s ERP functions.
  • Identify problem areas in the sales cycles where prospects abandon the sale.
  • Leverage Acumatica’s integrated ERP and CRM functions to provide flexible pricing, contact management, real-time availability of product inventory, and credit checks at order time.
  • Determine the effectiveness of marketing activities, including advertising, promotions, social media, and public relations.
  • Use Acumatica’s integrated CRM and ERP to track all marketing activities and costs.
  • Link qualified leads to sales and determine the actual cost per lead.
  • Leverage business intelligence to determine optimal marketing campaigns, high-value prospects, and fast-moving items.
  • Leverage Acumatica’s collaboration tools to develop templates for sales orders, quotes, proposals, and other records that sales staff can access and modify quickly from the office or their mobile device.
  • Integrate costs associated with deliverables, including margins, commissions, and discounts.
  • Keep productivity high by offering staff online access to up-to-date information from anywhere, on any device. All screens display the same content and automatically resize to fit any device.
  • Build custom mobile apps to extend Acumatica’s functionality.


Ensure your company is operating at peak efficiency

Supply Chain VP  |  VP of Operations  |  VP of Manufacturing  |  Chief Operations Officer (COO)  |  Field Service Director  |  VP of Professional Services  |  VP of Warehouse Operations

Operations leaders are responsible for all operational business processes from start to finish. From equipment staff to suppliers, projects, jobs, and appointments, you strive to increase productivity, lower costs, and improve quality. Empower your team of material planners, schedulers, estimators, warehouse workers, field service technicians, consultants, quality managers, maintenance staff, and laborers with information. Arm them with flexible reporting that they can customize without IT assistance and interactive role-based dashboards with drill-downs to underlying transactions to understand real-time what is happening in the business.

Key Metrics

Manufacturing Metrics

  • Product Development Costs and Time-to-Market
  • Job Cost and WIP Reporting
  • Scrap and Yield Quantities and Costs
  • Manufacturing Labor Efficiency
  • Machine and Resource Throughput
  • Production Schedule Attainment
  • Resource Capacity Utilization
  • Changeover Times
  • Overall Equipment Effectiveness (OEE)
  • Sub-Contractor Performance
  • Capable-to-Promise (CTP) %

Distribution Metrics

  • Supplier and Carrier Costs
  • Inventory Turns and Carrying Costs
  • Order Fill and Back Order Rates
  • Supplier and Carrier Performance
  • Picking and Packing Accuracy
  • Order Lead Time and Cycle Times
  • Receiving and Put-Away Cycle Times
  • Transportation Costs
  • Transportation Delivery (SLA)
  • Quote to Cash Cycle Time

Construction Metrics

  • Safety/Incident Rate
  • Request for Information (RFI) Win Rates
  • Job Cost, Revenue, and Profitability
  • Quality Defects, Rework Costs and Time, Number of Inspections
  • Employee Retention
  • Labor Efficiency/Utilization
  • Subcontractor Inventory

Field Service Metrics

  • Time to Schedule
  • Time to First Contact
  • Response Time
  • Issue to Resolution (I2R) time
  • Workload by a technician
  • Technician efficiency
  • Contract Renewal Rates
  • First-Time Resolution Percentage
  • Profitability by Appointment
  • Customer Satisfaction
  • Repeat Visits

Professional Service Metrics

  • Average and Realized Bill Rates
  • Employee Utilization/Billable Rate
  • Billable Revenue Per Resource
  • Project Estimate Accuracy
  • Project/Service Revenue, Profitability, Deal Size, and Bid-to-Win Ratios
  • SaaS Contract Metrics (ARR, ACV, Churn, and more)

Retail Commerce Metrics

  • Gross margins
  • Average transaction value
  • Customer retention
  • Conversion rate
  • Foot traffic and digital traffic
  • Inventory turnover
  • Store sales
  • Returns and Exchanges

Acumatica Key Benefits for Operations Leaders

  • Redesign and automate manufacturing processes through highly configurable workflows.
  • Give everyone in your organization visibility to real-time, accurate manufacturing data and empower them to improve, with no cost for additional users.
  • Streamline data collection for labor and material transactions with barcoding for accurate, real-time data to drive manufacturing decisions.
  • Forecast demand to drive material planning, purchasing, and production schedules.
  • Automate quote to cash and procure to pay processes for improved cash flow and access to working capital.
  • Use the embedded Engineering Change Control application or connect to external CAD or PLM applications to manage complex engineering changes with ease.
  • Prepare for the “Factory of the Future” (w/ IoT) by using Acumatica to make the most of data collected through IoT. Acumatica’s open architecture allows easy custom app integration on your shop floor.
  • Use the embedded Engineering Change Control application or connect to external CAD or PLM applications to manage complex engineering changes with ease.
  • Streamline inventory and warehouse processes through highly configurable workflows with or without carts and extensive lot and serial traceability.
  • Empower employees with real-time, accurate inventory data with no costs for additional user licenses.
  • Automate data collection pick, pack, ship, put-away, and inventory transfer transactions with barcoding for accurate, real-time data to drive supply chain decisions.
  • Automate procurement processes with online vendor bidding for requisitions and robust inventory replenishment.
  • Automate quote to cash and procure to pay processes for improved cash flow and access to working capital.
  • Access a 360-degree view of your construction business on a single, cohesive platform.
  • For accounts receivable and payable, manage initial retainage and any changes to streamline invoicing and payments. In addition, retainage tracking is supported for progress billing and time and material billing of projects. Plus, project cost commitments are calculated for retainage in purchase orders.
  • Manage lien waivers and releases, insurance, certificates, and status updates, providing expiration and alerts to staff and suppliers.
  • Manage projects with integrated field service appointments and flexible contract billing.
  • Manage multiple unions, locals, classes, benefits packages, complex wages, certified wages, and executive compensation.
  • Confirm details and automatically generate pro forma, progress, and time and material invoices, including quick billing.
  • Consolidate every document and data point in a holistic application with embedded email, document management, and task management.
  • Capture any device’s labor, material, and equipment costs, providing immediate updates to keep project management and accounting in sync.
  • Streamline field management and ensure everyone has the same information with time collection, subcontractor updates, job site visitors, issue and change request tracking, and job site weather updates.
  • Allow service staff remote entry for time and service call management.
  • Know your actual costs with integrated project accounting.
  • Give your staff what they need when they need it with collaboration tools they can access from remote sites. For example, staff can access current job orders, previous customer history, and product manuals and share best practices.
  • Shorten the time between call receipt and job assignment with Acumatica’s scheduling, dispatching, and call center.
  • Create and manage multiple service schedules per customer.
  • Track warrantied customer and vendor parts with Acumatica’s added inventory management functionality. Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections.
  • Maintain a real-time view of your department’s activities across all your company’s operations when field service management is fully integrated with CRM, sales, inventory, purchasing, accounting, and financial reporting.
  • Use Acumatica’s real-time reporting and dashboard analytics to drive insight into all aspects of your department.
  • Give clients access to their information, such as contracts, financial statements, support cases, and more.
  • Access real-time reporting and dashboards to pull together required information to monitor KPIs. Acumatica’s Project Accounting is integrated with other suites to let you drill down and examine details.
  • Know how your department is performing with a real-time, integrated view of:
  • Sales and purchase order management
  • Service and support automation
  • Project cost tracking
  • Time and expense
  • Material requirements
  • Construction and manufacturing jobs
  • And more
  • Gain clarity on your professional services pipeline with Acumatica’s complete solution, including customer and opportunity management.
  • Know resource allocation, project budgets, and deliver dates using Acumatica’s Project Accounting.
  • Track project actuals to help avoid overruns.
  • Gain valuable insights through detailed project-based reporting to help you understand past project profitability, allowing you to adjust accordingly for future work.
  • Connect point of sale transactions and online commerce sales with your back-office order management system for omnichannel sales, returns, and exchanges.
  • Connect easily with retail hardware, including cash registers, receipt printers, barcode scanners, and credit card terminals.
  • Gain valuable sales insights to drive profits by understanding customer behavior and market trends for better product mix, stocking, and purchasing decisions.
  • Exceed customer expectations with high-quality services, fast and accurate order fulfillment, and online self-service.


Software that streamlines IT management functions

CIO  |  CTO  |  VP of IT  |  IT Director

IT leaders oversee the company’s information technology operations. Today’s business environment has a lot on its plate, from maintaining its technical equipment to keeping abreast of all the latest technology tools and trends to forecasting budget and staffing demands. Maintaining various software licenses and user counts for the company’s software is not a good use of their time. Acumatica helps IT leaders streamline operations and focus resources on value-added work.

Key Metrics

  • On-time and on-budget projects (including implementing Acumatica)
  • System Uptime % (SaaS)
  • % of Applicable Solutions Available Through Mobile Tools
  • IT Spend, as % of revenue
  • IT Staff Productivity (# hrs., $ of IT spend)
  • 100% Cyber Security
  • IT Support Ticket Performance

Acumatica Key Benefits For IT Leaders

  • Leverage Acumatica’s deployment flexibility to build and evolve a cloud strategy that works for you, whether in a public, private, or hybrid cloud environment.
  • Eliminate common pain points associated with disparate business systems, such as poor analytics, unsupported proprietary technology, and poorly integrated hardware and software components.
  • Acumatica is built for the cloud, including deploying any functionality to mobile applications and responsive webpages.
  • Use visual workflows to tailor Acumatica to your company’s differentiated business processes.
  • Easily customize Acumatica using standard development tools like Microsoft .NET and C#.
  • Integrate with other software products through Acumatica’s web services and REST/SOAP APIs.
  • Give everyone in your organization access to the data and tools they need to develop deep insight and stay on top of KPIs through Microsoft’s Power BI integration.
  • Multiple levels of security are built into our standard product offering.
  • Using the SaaS deployment option automatically provides data backup and recovery through AWS.

Why Acumatica?

Real-Time Insights

Real-Time Insights

The information you need, anytime, anywhere, on any device

Take control of your business operations with Acumatica’s Cloud ERP solution. With 24/7 access from any web-enabled device, you can strategize, review customer interactions, and get proactive business reports and insights at your fingertips.

Future Proof Platform

Single data model, flexible deployments, streamlined integrations

Shared data and cross-team workflows make collaboration seamless, and AI-powered automation drives efficiency. Acumatica is ranked highest in customer experience and product usability, and our platform integrates easily with the tools you already use.

Customer-Friendly Licensing

Only pay for the functionality you need and the data you use

Eliminate hidden fees and pay only for what you need with Acumatica’s flexible licensing and transparent pricing. Acumatica scales with you as your business grows providing you the agility and flexibility you need to succeed in today’s dynamic business landscape.