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Click here to download a list of the Tableau templates.
Template | Advanced | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards | 20+ | 300+ | 3,000+ |
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 |
Sales Invoice | ✅ | ✅ | ✅ |
Sales Order | ✅ | ✅ | ✅ |
** Add-ons require other applications. Ex.: Salesforce.com, Sage CRM, MS Dynamics CRM, 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 | Advanced | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards * | Dozens | Hundreds | Thousands |
AR Aging Today * | ✅ | ✅ | ✅ |
Sales Invoice * | ✅ | ✅ | ✅ |
Sales Order * | ✅ | ✅ | ✅ |
* All Power BI templates require adjustments and customizations before providing value.
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