DataSelf Analytics for Sage CRM
The following is a summary of the BI, report, and dashboard templates available. Please contact DataSelf to discuss how these templates benefit your specific business and needs.
Data Warehouse Templates
The data warehouse templates include DataSelf ETL+ and MS SQL Server preconfigured mappings for tables that are popular for reporting and data analysis. It’s easy to customize your data warehouse solution. Adjustments and customizations can help to tailor the solution to your needs and maximize the templates' value. Click here to learn more: data warehouse templates for Sage CRM (WIP).
Tableau Templates
These templates include Tableau data sources, workbooks, and Tableau Server preconfigured mappings. They work in conjunction with the data warehouse templates.
Click here to download a list of the Tableau templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards | NA | 200+ | 2,000+ |
CRM Activity * | NA | ✅ | ✅ |
CRM Marketing Email ** | NA | Add-on | Add-on |
CRM Opportunity * | NA | ✅ | ✅ |
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.: HubSpot for CRM Marketing Email.
Power BI Templates (data sets and workbooks)
These templates include Power BI data sources and workbooks. They work in conjunction with the data warehouse templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards * | NA | NA | 50+ |
Opportunity * | NA | NA | ✅ |
* All Power BI templates require adjustments and customizations before providing value.
Microsoft Excel Templates
These templates include Excel workbooks with pre-configured data feeds from your MS SQL Server data warehouse and/or ETL+ CSV exports. Most MS Excel workbooks will require some level of adjustment before they provide value. The data feeds will easily bring the latest data warehouse data into Excel, from where users can slice and dice their data and build new reports.
DataSelf vs Other Reporting Tools
DataSelf vs DIY Data Engineering Platforms
DIY data engineering and data warehouse/data lake platforms can provide flexibility and scale, but they often require dedicated technical teams, custom development, and ongoing maintenance. DataSelf helps SMB and mid-market organizations accelerate this process with prebuilt connectors, automated governed modeling, KPI templates, and BI-ready data structures.
The following comparison shows how DataSelf reduces complexity and speeds time to trusted analytics compared with fully DIY data engineering platforms.
Capabilities | Snowflake, MS Fabric, Databricks, Fivetran | DataSelf |
|---|---|---|
Requires dedicated data engineers | Often | Often unnecessary |
ETL/ELT (extract, transform, load) | Large enterprise focus | ETL+ (SMB focus) |
Prebuilt ERP pipelines | Limited | Extensive mid-market connectors |
Automated governed modeling | Custom initiative | DFT+ (Customizable) |
KPI templates | Minimal | 8,000+ (KPI+) |
Single version of the truth | Custom initiative | DFT+ (Customizable) |
Star & galaxy schemas | Custom initiative | DFT+ (Customizable) |
AI-assisted modeling & governance | Large enterprise focus | SMB focus |
Fabric Power BI / Tableau / AI ready | Custom initiative | Pre-configured |
SMB & mid-market focused | Not typical | Yes |
Time to deploy | Minutes to hours | Minutes to hours |
Time to value | Months | Hours to days |
Architecture options | Primarily cloud-centric | Flexible |
Business model | Platform (DIY) | Turnkey & customizable |
Pricing model | Unpredictable | Predictable |
Keywords: out-of-the-box templates, mappings, ETL+, data warehouse, DFT+, KPI+, AI+, data lake, ERP, CRM, reports, dashboards, KPIs, Claude, ChatGPT, MCP Server, Sage ERP, Sage Intaccct, Sage X3, Microsoft Fabric, One Lake, Crystal Reports, SEI, Sage Intelligence, Sage Enterprise Intelligence, Tangerine Software, ZAP, Sage SD&A, Phocas, Solver BI 360, Domo.