DataSelf BI Templates for ERP & CRM (Reports, Dashboards, KPIs)

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
GP
Quick
books

AP Aging Today

 

 

 

 

AR Aging Today

 

GL Transactions

 

 

 

 

 

 

GL Financials

 

 

 

 

 

Inventory On Hand Today

 

 

 

 

 

Inventory On Hand History

 

 

 

 

 

Inventory Planning

 

 

 

 

 

 

Inventory Transactions

 

 

 

 

 

MFG: BOM

 

 

 

 

 

 

 

MFG: Work Order

 

 

 

 

 

 

 

Project Accounting

 

 

 

 

 

 

 

 

 

Purchase Order

 

 

Sales Invoice

Sales Order

 

Templates By CRM

Template

Infor CRM

HubSpot

MS Dyn CRM

Sage CRM

Salesforce

Template

Infor CRM

HubSpot

MS Dyn CRM

Sage CRM

Salesforce

Activity

 

Marketing Email

 

 

 

 

 

Opportunity

ERP Templates by DataSelf Edition

Template

Pro

Enterprise

Template

Pro

Enterprise

Pre-configured reports & dashboards

40+

800+

8,000+

Template list and information

AP Aging Today

 

AR Aging Today

Cash Flow Projection

Simplified

GL Transactions

GL Financials (P&L, B/S, Budget, Trial Balance)

Inventory On Hand Today

Inventory On Hand History

 

Inventory Planning

 

Inventory Transactions

 

Manufacturing: BOM (Bill of Materials)

 

Manufacturing: Work Order (Production Oder)

 

Project Accounting (Construction)

Simplified

Purchase Order

Sales Order

Sales Invoice

CRM Templates by DataSelf Edition

Template

Pro

Enterprise

Template

Pro

Enterprise

Pre-configured reports & dashboards

10+

120+

1,200+

Activity

Marketing Email

Opportunity

Template list and information

Keywords: out of the box templates, mappings, ETL+, data warehouse, Tableau, Power BI, ERP, CRM.