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BI Template - Code | Essentials | ||
---|---|---|---|
Pre-configured reports & , dashboards, and KPIs | 50+ | 900+ | 10,000+ |
AP Aging Today - AP | ✅ | ✅ | |
AR Aging Today - AR | ✅ | ✅ | ✅ |
Budgeting/Forecasting * - BD |
| Add-on | ✅ |
Cash Flow Projection * - CF | ✅ | ✅ | |
CRM Activity * - CA | Add-on | ✅ | |
CRM Marketing Email ** - CM | Add-on | ✅ | |
CRM Opportunity * - CO | Add-on | ✅ | |
Field Service * - FS | Add-on | ✅ | |
GL Transactions * - GT | ✅ | ✅ | ✅ |
GL Financials (P&L, B/S, Trial Balance) * - GF | ✅ | ✅ | ✅ |
Inventory On Hand Today - IO | ✅ | ✅ | ✅ |
Inventory On Hand Monthly * - IH | ✅ | ✅ | |
Inventory Planning * - IP | Add-on | ✅ | |
Inventory Transactions * - IT | Add-on | ✅ | |
Manufacturing: BOM (Bill of Materials) * - MB | Add-on | ✅ | |
Manufacturing: Work Order (Production Oder) * - MW | Add-on | ✅ | |
Project Accounting * - PM | Add-on | ✅ | |
Purchase Order - PO | ✅ | ✅ | ✅ |
Sales Invoice - SI | ✅ | ✅ | ✅ |
Sales Order - SO | ✅ | ✅ | ✅ |
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