Template-sets:
Since 2005, DataSelf has been refining and building report and dashboard templates so our clients can focus on analyzing their data on day one. Scroll down to view a summary of our templates, sample screenshots, and click the button below to download the full list of templates.
CRM (1,500+ KPIs)
| Account (50 KPIs) | |
|---|---|
| Accounts by parent account, account age, acct manager, location, status, etc. | |
| Activity (50 KPIs) | |
| Activities by account, acct manager, contact, status, time, etc. | |
| Cases/Tech Support (680 KPIs) | |
| Tickets by account, acct manager, contract, technician, status, time, etc. | |
| Lead (50 KPIs) | |
| Leads by contact, conversion data, location, etc. | |
| Opportunity (1,000 KPIs) | Samples |
| Opportunities by account, acct mgr, campaign, product, status, probability, amounts, etc. | |
– Infor CRM
– MS Dynamics 365
– MS Dynamics CRM
– Sage CRM
– Salesforce
– Sugar CRM
Contact us to discuss other CRM systems.
Core Financials (1,500+ KPIs)
| AP Open Payables (350 KPIs) | |
|---|---|
| Outstanding payables by vendor, vendor groupings, due date, discount date, aging, etc. | |
| AR Open Receivables (550 KPIs) | |
| Outstanding receivables by customer, salesperson, customer groupings, due date, aging, etc. | |
| GL Balances (100 KPIs) | Samples |
| Balance sheet and income statement trends & ratios. Might allow drilldown to underlying data. Might require custom work. | |
| GL Transactions (610 KPIs) | Samples |
| Posted amt by accounts, account groups, account segments, dates, financial ratios, etc. Might require custom work. | |
| GL Financials (100 KPIs) | Samples |
| Income Statement, Balance Sheet and GL Groupings Analytics. | |
Distribution (4,500+ KPIs)
| IN Inventory On Hand (300 KPIs) | |
|---|---|
| Current On Hand values and quantities by item, item groupings and warehouse/location. | |
| IN Inventory History (460 KPIs) | |
| Inbound and outbound inventory moves over time, cost and quantity. Might require custom work. | |
| IN OH by Month (50 KPIs) | |
| Historical On Hand trending by item, item groupings and warehouse/location. | |
| PO Open Purchase Order (510 KPIs) | |
| Outstanding purchase orders by vendor, product, warehouse/location, dates, etc. | |
| SA Sales Analysis (1,300 KPIs) | Samples |
| Invoices (sales, qty and GP) by customer, acct manager, product, address, ship to, location/warehouse, etc. | |
| SO Sales Order (2,430 KPIs) | |
| Open and booked orders by salesperson, customer, product, customer address, ship to, location/warehouse, etc. | |
DataSelf provides plug-and-play templates for the following ERP systems:
– Acumatica
– Everest
– MS Dynamics 365
– MS Dynamics AX
– MS Dynamics GP
– MS Dynamics NAV
– MS Dynamics SL
– NetSuite
– Sage 100
– Sage 300
– Sage 500
– Sage Pro
– Sage X3
Contact us to discuss other ERP systems.
Manufacturing
Please contact us for details.
Services
Watch the demo below for an example of using DataSelf Analytics for Services.
Please contact us for details.
Inventory Planning
Watch the demo below for an example of using DataSelf Analytics for inventory planning.
Please contact us for details.
Budget and Forecast
Please contact us for details.
The actual reporting package may be slightly different. Subject to change without notice.