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DSO and GMROI
 
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Questions DSO and GMROI

 
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Last Post by Patrick Kohler 3 years ago
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Harsha Sarjapur
Posts: 55
 Harsha Sarjapur
Topic starter
April 10, 2020 8:50 am
(@infosourcing)
Trusted Member
Joined: 5 years ago

Hello,

Is it possible to use any of the existing features in Acumatica for calculating Days Sales Outstanding (DSO) and Gross Margin ROI (GMROI)? Or are there any third party/ISV solution that does this? MyDSOManager has lots of features built-in, so not sure if you have faced such questions or any thoughts on this?

I did find a request on feedback, hope you'll can vote on this as well https://feedback.acumatica.com/ideas/ACU-I-1696

Thanks

4 Replies
Tim Rodman
Posts: 3192
 Tim Rodman
Admin
May 22, 2020 10:22 pm
(@timrodman)
Famed Member
Joined: 10 years ago

DataSelf might have some of this out-of-the-box.

Ultimately, my goal is to build these kinds of KPIs on top of the Sample Generic Inquiries (Query Quarry) Course (click here), but it's taking me a lot longer to get there than I would like.

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sconkey
 sconkey
(@sconkey)
Joined: 5 years ago

Active Member
Posts: 5
March 3, 2022 3:01 pm
Reply toTim RodmanTim Rodman

@timrodman Hi Tim, were you ever able to build DSO for older versions of Acumatica?   I know they now have an inquiry but I am looking to build something for a 2020 client

 

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Patrick Kohler
Posts: 24
 Patrick Kohler
March 3, 2022 4:11 pm
(@pmkohler)
Eminent Member
Joined: 5 years ago

I created a generic inquiry to calculate DSO trend for 360 days and 90 days based on AR data.

You can download the instructions and the GI xml file at this site for free: 

Acumatica DSO-Days Sales Outstanding Generic Inquiry (gumroad.com)

I am also looking for ideas to create a library of generic inquiries, dashboards and reports to solve real life problems based on real data as opposed to sample mase up data.

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Patrick Kohler
 Patrick Kohler
(@pmkohler)
Joined: 5 years ago

Eminent Member
Posts: 24
March 4, 2022 2:23 pm
Reply toPatrick KohlerPatrick Kohler

@infosourcing, I am curious as to your requirements for the GMROI calculation. Would you mind sharing your requirements? 

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Tim Rodman reacted
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