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
Pre-configured reports & dashboards | Dozens | Hundreds | Thousands |
AP Aging Today |
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AR Aging Today |
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BOM Bill of Materials |
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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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Inventory On Hand Monthly |
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Inventory Planning | Simplified |
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Inventory Transactions |
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Open PO Today |
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Open SO Today |
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Project Accounting (Construction) |
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Sales Invoice |
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Work Order (Production Order) |
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Template list and information | |||
By ERP
AP Aging Today |
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AR Aging Today |
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BOM Bill of Materials |
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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 On Hand Monthly |
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Inventory Planning |
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Inventory Transactions |
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Purchase Order |
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Sales Order |
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Project Accounting |
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Sales Invoice |
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Work Order (Prod Order) |
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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
Pre-configured reports & dashboards | 10+ | 100+ | 1,000+ |
Activity |
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Marketing Email |
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Opportunity |
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Support Case |
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Template list and information |
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By CRM
Activity |
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Marketing Email |
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Opportunity |
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Support Case |
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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.