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Click here to download a list of the Tableau templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards | 50+ | 800+ | 8,000+ |
AP Aging Today | WIP | WIP | |
AR Aging Today | ✅ | ✅ | ✅ |
CRM Activity ** | Add-on | Add-on | Add-on |
CRM Marketing Email ** | Add-on | Add-on | Add-on |
CRM Opportunity ** | Add-on | Add-on | Add-on |
GL Cash Flow Projection * | WIP | WIP | |
GL Transactions * | ✅ | ✅ | ✅ |
GL Financials (P&L, B/S, Budget, Trial Balance) * | ✅ | ✅ | ✅ |
Inventory On Hand Today | WIP | ✅ | ✅ |
Inventory On Hand Monthly * | WIP | WIP | |
Inventory Planning * | WIP | WIP | |
Inventory Transactions * | ✅ | ✅ | |
Manufacturing: BOM (Bill of Materials) * | WIP | WIP | |
Manufacturing: Work Order (Production Oder) * | WIP | WIP | |
Purchase Order | ✅ | ✅ | ✅ |
Sales Invoice | ✅ | ✅ | ✅ |
Sales Order | ✅ | ✅ | ✅ |
Non * marked templates should provide value right-of-the-box. Adjustments and customizations might be needed to maximize their value.
* These templates usually require adjustments and customizations before providing value.
** Add-ons usually require other applications. Ex.: Sage CRM, Salesforce, or HubSpot.
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These templates include Power BI data sources and workbooks. They work in conjunction with the data warehouse templates.
Click here to download a list of the Power BI templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards * | Dozens | Hundreds | Thousands |
AR Aging Today * | ✅ | ✅ | ✅ |
Inventory On Hand Today * | ✅ | ✅ | ✅ |
Inventory Transactions * | ✅ | ✅ | ✅ |
Purchase Order * | ✅ | ✅ | ✅ |
Sales Invoice * | ✅ | ✅ | ✅ |
Sales Order * | ✅ | ✅ | ✅ |
* All Power BI templates require adjustments and customizations before providing value.
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