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Excerpt |
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A summary of the report and dashboard templates available. Also known as OOTB (out-of-the-box) templates |
Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.See KPIs, Reports & Dashboards for more details and interactive examples.
Table of Contents | ||||
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ERP and DataSelf Analytics Editions
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Template
...
...
Pro
...
Enterprise
...
Pre-configured reports & dashboards
...
Dozens
...
Hundreds
...
Thousands
...
AP Aging Today
...
✅
...
✅
...
✅
...
AR Aging Today
...
✅
...
✅
...
✅
...
BOM Bill of Materials
...
✅
...
✅
...
GL Transactions
...
✅
...
✅
...
✅
...
GL Financials (P&L, B/S, Budget, Trial Balance)
...
✅
...
✅
...
✅
...
Inventory On Hand Today
...
✅
...
✅
...
✅
...
Inventory On Hand Monthly
...
✅
...
✅
...
Inventory Planning
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Simplified
...
✅
...
✅
...
Inventory Transactions
...
✅
...
✅
...
✅
...
Open PO Today
...
✅
...
✅
...
✅
...
Open SO Today
...
✅
...
✅
...
✅
...
Project Accounting (Construction)
...
✅
...
✅
...
✅
...
Sales Invoice
...
✅
...
✅
...
✅
...
Work Order (Production Order)
...
✅
...
✅
...
Template list and information
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...
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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 Invoice
✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Sales Order |
✅ | ✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
✅ |
Templates By CRM
Template |
---|
Infor CRM |
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Advanced Deployment
Hours
Days
Days
Hours
Hours
Days
Days
Hours
Hours
Pro & Ent Deployment
Days
Weeks
Weeks
Days
Days
Weeks
Weeks
Days
Days
...
HubSpot | MS Dyn CRM | Sage CRM | Salesforce | |||
---|---|---|---|---|---|---|
Activity | ✅ | ✅ | ✅ | ✅ | ✅ | |
Marketing Email | ✅ | |||||
Opportunity | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
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 | ✅ | ✅ | ✅ |
GL Financials (P&L, B/S, Budget, Trial Balance) | ✅ | ✅ | ✅ |
Template list and information
By CRM
Template
Acumatica CRM
Infor CRM
HubSpot
MS Dyn CRM
Sage CRM
Salesforce
Activity
✅
✅
✅
✅
✅
Marketing Email
✅
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 |
---|
2018
2021
2018
2021
2018
Advanced Deployment
Hours
Days
Hours
Days
Hours
Days
Pro & Ent Deployment
Days
Weeks
Days
Weeks
Days
Enterprise | |||
---|---|---|---|
Pre-configured reports & dashboards | 10+ | 120+ | 1,200+ |
Activity | ✅ | ✅ | ✅ |
Marketing Email | ✅ | ✅ | ✅ |
Opportunity | ✅ | ✅ | ✅ |
Template list and information |
Keywords: out of the box templates, mappings, ETL+, data warehouse, Tableau, Power BI, ERP, CRM.
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