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The following templates come pre-configured out of the box with DataSelf Analytics - Advanced Edition, and they can be easily and extensively customized. Please click here to see which ERPs are currently supported.
AR Aging Today
AR Aging Today
High-level overview and detail information about your AR Aging.
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Easily analyze and slice and dice your detailed open AR Aging information.
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Shows how AR Aging might contribute to your inbound cash.
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GL Transactions
Financials Dashboard
Easily plot and slice and dice your GL KPIs.
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Profit & Loss Watcher
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Inventory On Hand Today
What’s available to ship today, simple projection of how many days of stock is available by item, and ways to assess slow-moving items.
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Purchase Order
Open PO Dashboard
High-level overview and detail information about your open POs.
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Easily analyze and slice and dice your detailed open PO information.
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Sales Order
Open Sales Order Dashboard
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Which items didn’t ship yesterday? You can also set up alerts for notifying only when orders haven’t been shipped.
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WIP Report (Current and Historic Actuals)
Extensive WIP Reporting with one-click drill-down to tasks and transactions.
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Contract Dashboard
Insightful and easy ways to spot how contracts and tasks are affecting the bottom line.
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Gantt Chart
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Sales Invoice
Year over Year Sales
Easy and extensive ways to slice and dice sales information in this year, as well as comparing to the same period last year.
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Are you experiencing customer friction? Set Min Yearly Sales Amt to define a loyal customer.
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Seasonal Sales
Select popular seasons such as 4 Seasons, Major Holidays and analyze how you’re doing over the years.
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Customer Sales Ranking
Why some of the top ranking Customers are dropping over time? Default ranking = Grand Total. Click a Year’s Measure’s descending sort icon to drive the ranking by that year. Change settings on the right panel. Use the Period filter for YTD and other period comparisons.
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Consult your DataSelf support to discuss and customize the projection model. Projection customizations might involve expert assistance and a Desktop license.
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Natural Language Query (NLQ)
Ask DataSelf for a piece of information, and an instant and accurate report is created with the answer. See the following examples:
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