DataSelf BI Templates for ERP & CRM (Reports, Dashboards, KPIs)
- Joni Girardi
- Cortlandt _
- Lori Wright
A summary of the report and dashboard templates available. Also known as OOTB (out-of-the-box) templates
Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.
ERP Templates by ERP
Template | MS Dyn | Quick | ||||||||
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AP Aging Today |
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AR Aging Today |
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GL Transactions |
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GL Financials |
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Inventory On Hand Today |
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Inventory Transactions |
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MFG: BOM |
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MFG: Work Order |
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Project Accounting |
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Purchase Order |
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Sales Invoice |
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Sales Order |
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Templates By CRM
Template | Infor CRM | HubSpot | MS Dyn CRM | Sage CRM | Salesforce | |
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Marketing Email |
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Opportunity |
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ERP Templates by DataSelf Edition
Template | Pro | Enterprise | |
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Pre-configured reports & dashboards | 40+ | 800+ | 8,000+ |
Template list and information | |||
AP Aging Today |
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AR Aging Today |
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Cash Flow Projection |
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GL Transactions |
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GL Financials (P&L, B/S, Budget, Trial Balance) |
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Inventory On Hand Today |
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| Add-on |
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Inventory Transactions |
| Add-on |
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Manufacturing: BOM (Bill of Materials) |
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Manufacturing: Work Order (Production Oder) |
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Project Accounting (Construction) |
| Add-on |
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Purchase Order |
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Sales Order |
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Sales Invoice |
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CRM Templates by DataSelf Edition
Template | Pro | Enterprise | |
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Pre-configured reports & dashboards | 10+ | 120+ | 1,200+ |
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Marketing Email |
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Opportunity |
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Template list and information | |||
Keywords: out of the box templates, mappings, ETL+, data warehouse, Tableau, Power BI, ERP, CRM.