ERP & CRM Templates (Reports, Dashboards, KPIs)

The following is a summary of report and dashboard templates available. Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.

See https://dataself.atlassian.net/wiki/spaces/DS/pages/1633550337 for more details and interactive examples.

ERP and DataSelf Analytics Editions

Template

Pro

Enterprise

Template

Pro

Enterprise

Pre-configured reports & dashboards

Dozens

Hundreds

Thousands

AP Aging Today

AR Aging Today

BOM Bill of Materials

 

GL Transactions

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

Inventory On Hand Today

Inventory On Hand Monthly

 

Inventory Planning

Simplified

Inventory Transactions

Open PO Today

Open SO Today

Project Accounting (Construction)

Sales Invoice

Work Order (Production Order)

 

Template list and information

By ERP

Template

Acumatica

MS Dyn BC

MS Dyn GP

Net
Suite

Sage 100

Sage 300

Sage 500

Sage X3

Sage Intacct

Template

Acumatica

MS Dyn BC

MS Dyn GP

Net
Suite

Sage 100

Sage 300

Sage 500

Sage X3

Sage Intacct

AP Aging Today

 

 

 

AR Aging Today

BOM Bill of Materials

 

 

 

 

 

 

 

GL Transactions

 

 

 

 

 

GL Financials

 

 

 

 

 

Inventory On Hand Today

 

 

 

 

Inventory On Hand Monthly

 

 

 

 

Inventory Planning

 

 

 

 

 

Inventory Transactions

 

 

 

 

Purchase Order

 

 

Sales Order

 

Project Accounting

 

 

 

 

 

 

 

 

Sales Invoice

Work Order (Prod Order)

 

 

 

 

 

 

 

Template Version

2022

2018

2018

2021

2022

2018

2018

2022

2021

Advanced Deployment

Hours

Days

Days

Hours

Hours

Days

Days

Hours

Hours

Pro & Ent Deployment

Days

Weeks

Weeks

Days

Days

Weeks

Weeks

Days

Days

CRM and DataSelf Analytics Editions

Template

Pro

Enterprise

Template

Pro

Enterprise

Pre-configured reports & dashboards

10+

100+

1,000+

Activity

Marketing Email

Opportunity

Support Case

 

Template list and information

 

 

By CRM

Template

Acumatica CRM

Infor CRM

HubSpot

MS Dyn CRM

Sage CRM

Salesforce

Template

Acumatica CRM

Infor CRM

HubSpot

MS Dyn CRM

Sage CRM

Salesforce

Activity

 

Marketing Email

 

 

 

 

 

Opportunity

Support Case

 

 

 

 

Template Version

2021

2018

2021

2018

2021

2018

Advanced Deployment

Hours

Days

Hours

Days

Hours

Days

Pro & Ent Deployment

Days

Weeks

Days

Weeks

Days

Weeks

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