This page is under construction.
...
Excerpt |
---|
A summary of the report and dashboard templates available. Also known as OOTB (out-of-the-box) templates |
ERP and DataSelf Analytics Editions
...
Template
...
...
Pro
...
Enterprise
...
Pre-configured reports & dashboards
...
Dozens
...
Hundreds
...
Thousands
...
Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.
ERP Templates by ERP
Template | Acuma | MS Dyn | MS Dyn | Net | Quick | Sage | Sage | Sage | Sage | Sage Intacct |
---|---|---|---|---|---|---|---|---|---|---|
AP Aging Today | ✅ | ✅ | ✅ | ✅ | ✅ | |||||
AR Aging Today | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
✅ | ✅ | ✅ | ||||||||
GL Transactions | ✅ | ✅ | ✅ | ✅ | ||||||
GL Financials |
✅ | ✅ | ✅ | ✅ | ✅ | ||||||
Inventory On Hand Today | ✅ | ✅ | ✅ | ✅ | ✅ | |||||
✅ | ✅ | ✅ | ✅ | ✅ | ||||||
✅ |
✅ | ✅ | ✅ | |||||||
Inventory Transactions | ✅ | ✅ | ✅ | ✅ | ✅ |
MFG: BOM | ✅ | ✅ | ✅ |
MFG: Work Order | ✅ | ✅ | ✅ | |||||||
Project Accounting |
✅ | ||||||||||
Purchase Order | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ||
Sales Invoice | ✅ | ✅ | ✅ |
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | |
Sales Order | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Template list and information
...
✅ | ✅ |
Templates By CRM
Template | Infor CRM |
---|
NetSuite
HubSpot | MS Dyn CRM | Sage |
---|
CRM |
---|
Salesforce |
---|
Sage Intacct
Activity | ✅ | ✅ | ✅ | ✅ | ✅ | |
Marketing Email | ✅ |
Opportunity | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
BOM Bill of Materials
✅
✅
GL Transactions
✅
✅
✅
✅
GL Financials
✅
ERP Templates by DataSelf Edition
Template | Pro | Enterprise | |
---|---|---|---|
Pre-configured reports & dashboards | 40+ | 800+ | 8,000+ |
Template list and information | |||
AP Aging Today | ✅ | ✅ |
AR Aging Today | ✅ | ✅ | ✅ |
✅
Cash Flow Projection | Simplified | ✅ | ✅ |
GL Transactions | ✅ | ✅ |
Inventory Planning
✅ | |||
GL Financials (P&L, B/S, Budget, Trial Balance) | ✅ | ✅ | ✅ |
Inventory |
On Hand Today | ✅ | ✅ | ✅ |
✅ | ✅ |
✅ | ✅ | ||
Inventory Transactions | ✅ | ✅ |
Manufacturing: BOM (Bill of Materials) |
| ✅ | ✅ |
Manufacturing: Work Order (Production Oder) |
| ✅ | ✅ |
Project Accounting (Construction) | Simplified | ✅ | ✅ |
Purchase Order | ✅ | ✅ | ✅ |
Sales Order | ✅ | ✅ | ✅ |
Sales Invoice | ✅ | ✅ | ✅ |
CRM
...
Templates by DataSelf
...
Edition
Template | Pro | Enterprise | |
---|---|---|---|
Pre-configured reports & dashboards | 10+ |
120+ | 1, |
200+ | |||
Activity | ✅ | ✅ | ✅ |
Marketing Email | ✅ | ✅ | ✅ |
Opportunity |
✅
✅ |
Template
Acumatica CRM
Infor CRM
HubSpot
Sage CRM
Salesforce
Activity
✅
✅
✅
✅
✅
Marketing Email
✅
Opportunity
✅
✅
✅
✅
✅
Support Case
✅
✅ | ✅ | |
Template list and information |
By CRM
Keywords: out of the box templates, mappings, ETL+, data warehouse, Tableau, Power BI, ERP, CRM.