DataSelf Analytics for Acumatica

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Acumatica BI and Analytics

DataSelf Analytics recently named Acumatica’s in-house business intelligence and data warehousing tool.

“DataSelf has the ability to quickly translate questions into solutions because of the data sets they’ve already established. It dramatically improves the time to insight.” – Nigel LeGresley, CFO, Acumatica

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                        Acumatica BI

DataSelf Analytics for Acumatica is a robust data warehousing and analytics solution. By offering cloud, hybrid and on-premise deployment options, the choice is truly based upon our customer’s needs.   

DataSelf Analytics for Acumatica is a flexible, easily-deployed, and affordable cloud-based solution providing valuable insights into every aspect of your business in a matter of hours.

If you have outgrown the built-in reports that come with Acumatica, this is your solution. Get a better view of sales, a stronger handle on your profits, and more informative balance sheets with DataSelf BI

Dataself Analytics Lite for Acumatica

DataSelf Analytics Featured at Acumatica Summit 2019 Keynote

Watch the entire keynote presentation here.

Low monthly cost to start. Affordable as you grow.

DataSelf Lite or DataSelf Enterprise

Big or small, we’ve made data analytics available to all.

1,000,000+ ways to slice-and-dice your data

Management Essentials: 

  • Must-have key performance indicators for:
    • Upper Management: 360-view of cash flow projection, AR and AP Aging, Sales, and Open SO.
    • Salespeople: Sales, Open SO, and AR Aging.
    • Accounting: AR and AP Aging, and Cash Flow Projection.
  • Named-user licenses (details here):
    • 1 Explorer: creation, editing and slicing & dicing of reports.
    • Promo: 5 FREE Viewers through 03/31/20slicing & dicing of reports.
  • Highly customizable:
    • Natural language queries.
    • Secure access via web browser and mobile device (native apps for Android and iOS) over the internet.
    • Extensive slice-and-dice, filtering and drill down features.
    • Geographical trend analysis through maps.
    • Automatically report delivered by email on your schedule.
    • Data alerts (notify by email when a threshold has been crossed).
    • Export reports via PDF, Excel, PNG, and Power Point.
    • Save custom views.
    • Create, modify and publish custom reports, dashboards, and projects (folders).
    • Access and download underlying data.
    • Comment feature for team collaboration.
    • Control user access to reports, dashboards and data sources.
    • Independent user credentials. Add-ons: MFA and SSO.
    • One-click open of Acumatica pages directly from reports and dashboards.
    • Embed Lite reports in Acumatica. Details here.
    • Embed Lite pages into other applications via Java code and iFrame.
  • Transparent Cloud Data Warehouse:
    • Requires one Acumatica user for data extraction. Click here for required user roles.
    • Acumatica-certified data extraction process that causes little impact in Acumatica databases (extract burst cycles: 1 sec pull , 2 secs pausing, repeat).
    • After the initial data extract, subsequent overnight refreshes only extract new and updated records.
    • Extract current and last fiscal year data. Add-ons for three, five and all years.
    • Works with Acumatica resource levels up to X4. Contact DataSelf for higher resource levels.
    • Upcoming customizations:
      • User-controlled data warehouse remapping.
      • Changing auto refresh schedule.
      • On-demand data refresh. 
    • Limitation: Data warehouse functions such as additional data sources, data consolidation, cleaning and preparation are not included. See DataSelf Enterprise for full-fledged data warehousing capabilities.
    • Easy upgrade from Lite to Enterprise at any time.

Pricing: $299/month

Additional named-user licenses:

  • Explorer: $40/user/month.
  • Viewers: $20/user/month


The 360-View Dashboard provides management with a single place to monitor the organization’s main key performance indicators, and easily slice and dice trends to uncover threats and opportunities. From the main page, management can easily drill down into details about their sales, cash flow projection, AR and AP aging. All of this is also available in mobile devices using Android or iOS.

The Salesperson Dashboards lets the sales team analyze trends by customer, product, salesperson, branch, and region. It’s easy to identify and analyze top and bottom performers as well as drill down to details.

AR Aging Dashboards provides you with simpler and clear visibility into who owes you money, who the acct managers are, trends analysis, where the money is coming from, as well as the ability to interact and drill down to details.

DataSelf Slicer query platform (patent pending) allows any user to slice and dice their data in over a million ways with no training required! You can drill down to details, and variations can easily be saved for future use.

DataSelf Lite works with Acumatica versions 2017 R2, 2018 R1 / R2, 2019 R1 / R2.

ORDER IT NOW directly from Acumatica Inc, or from your DataSelf reseller. 

A zillion ways to slice-and-dice your data
plus a full-fledged enterprise data warehouse

  • All the benefits from DataSelf Lite.
  • 5,000+ report and dashboard templates covering AP, AR, GL Financials, Inventory, Project Accounting, Purchasing, Sales, Sales Orders, CRM and other business areas.
  • Includes a full-fledged data warehouse that can be fully customized to address data consolidation, cleaning and preparation needs. Includes a wide set of features to efficiently and quickly handle large data volumes.
  • Imports all data.
  • Multi-company consolidation:
    • From multiple Acumatica tenants from the same or separate Acumatica instances.
    • From multiple ERP systems for a single reporting platform across all of your businesses no matter what ERP systems they use.
  • Historical data consolidation from old systems (ex: after migrating from an old ERP to Acumatica). Consolidate your legacy and live data for historical analysis like you never changed the ERP system.
  • Optimize your systems for fast performance. Running reports against your live databases is a main cause for slowness in IT systems. DataSelf reports run against the data warehouse guaranteeing fast queries and no performance hit on source systems.
  • Allows integration of data from all of your data silos such as ERP, CRM, payroll, Excel sheets, proprietary systems, e-commerce, EDI, and POS for 360-degree view of your operations from a single reporting platform.
  • DataSelf Enterprise has been evolving since 2005 with hundreds of client deployments.
  • DataSelf Lite’s promo launch doesn’t apply to Enterprise.

Pricing: Contact us.

Contact your Acumatica VAR or DataSelf to learn more about DataSelf Enterprise pricing.


Give each decision-maker their own 360-degree view dashboard. They’ll be able to easily access key  performance indicators across all data silos and drill down as needed. This example shows a C-level  dashboard gathering data from the ERP, CRM, Google Analytics, Payroll, and Excel.

See customer loyalty and allow drill-down into products driving the trends. This example shows  loyalty friction in years 2 and 3 for a department that was focusing commissions on customer acquisition. After adjusting commissions, their long-term loyalty went up

See customers with top sales and growth during this period. Users can easily change the period (e.g., Year or YTD, Month, Week, Last 30 Days) and measure using drop-down lists. There are similar reports by product and region, as well as top decline and no sales from prior period.

DataSelf Enterprise works with Acumatica versions 2017 R2, 2018 R1 / R2, 2019 R1 / R2.

ORDER IT NOW from your DataSelf reseller or contact us to learn more. 

3 Major Benefits of DataSelf Analytics for Acumatica

  • A mature BI system with over 5,000 report and dashboard templates: The result of years of development and serving organizations like yours using tools such as Tableau, Power BI or Excel. While each business is unique, there are lots of common reporting needs that are critical across many organizations.  For instance, do you have questions about your customer sales trend, for instance, which clients have the biggest sales growth or decline in this period? You’ll likely find perfect answers among our 400+ reports and dashboards for customer sales, or answers will only require simple template adjustments. DataSelf templates seamlessly connect Acumatica and other ERP and CRM systems. Click here to learn more about our templates.

  • A flexible enterprise-grade data warehouse framework to consolidate all of your data silos: Have you ever wonder why your team spends so much time preparing data for reporting purposes? Why it takes so long to refresh your reports? And why sometimes different reports with the same metrics don’t match? All of these issues can be easily tackled with data warehousing. Data warehousing effectively automates repetitive manual processes, optimizes data for fast performance, and brings all of your data together for a single version of the truth. DataSelf has been refining and leveraging the latest data warehousing technology for over a decade so your team can focus on data analysis instead of data preparation. Click here to learn more about our software architecture. Click here for the list of Acumatica tables pre-mapped in DataSelf Cloud Analytics – Enterprise Edition data warehouse

  • Deploys in a few of hours: We just need your Acumatica URL and user credentials. We’ll upload DataSelf GIs to your site and run a data refresh. You’ll be able to access your DataSelf reports and dashboards in just a few hours. Click here to view a dashboard and report sample

No matter what your current data solution, DataSelf can enhance your data insights with a subscription-based solution tailored to your needs, or choose only what you need.

(2-min video)

How Can DataSelf Help Your Business?

If you are spending hours every month pulling together reports. Reduce labor costs with our automated reporting procedures.

If your BI solution is complex and report changes require long IT waits. Create your own reports with our easy-to-use reporting platform.

If you have lots of data and your reports are running slowly. Our reports run in seconds no matter how big your databases are.

Webinar recording (45-min)

Expand Acumatica Business Intelligence

Acumatica BIDataSelf Analytics provides a wide range of high-end business intelligence benefits for Acumatica. Using industry-standard components comprised of Tableau and MS SQL Server, users can then take advantage of features such as self-service BI, data discovery, in-memory analytics, budgeting, dashboards, data mining, data warehousing, ETL (Extraction, Transformation and Loading), forecasting, KPIs (Key Performance Indicators), multidimensional analysis and MS Power BI.

Since 2005, our industry experience is integrated into our 5,000 report templates. These could give you insights that you’ve been missing for years. The CFO of one of our clients reported that if he had used just one of our templates five months earlier, the DataSelf investment would have paid for itself many times over in that period.

Contact our Acumatica BI Experts!

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