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BI Template - Code

Essentials

Pro

Enterprise

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

Add-on

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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