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Click here to download a list of the Tableau templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards | 300+ | 3,000+ | |
AP Aging Today | ✅ | ✅ | |
AR Aging Today | ✅ | ✅ | |
GL Transaction * | ✅ | ✅ | |
GL Financials (P&L, B/S, Budget, Trial Balance) * | |||
Inventory On Hand Today | WIP | WIP | |
Inventory On Hand Monthly * | |||
Inventory Planning * | |||
Inventory Transaction * | |||
Purchase Order | WIP | WIP | |
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 * | 150+ | 1,500+ | |
AR Aging Today * | ✅ | ✅ | |
Inventory On Hand Today * | |||
Purchase Order * | |||
Sales Invoice * | ✅ | ✅ | |
Sales Order * | ✅ | ✅ |
* All Power BI templates require adjustments and customizations before providing value.
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