AP - AP Aging Today
Provides information about open payables, combining information from tables such as outstanding bill header, company and vendor. Payable documents are aged as of Today. Some ERP's may also list historical (now paid) invoices and their original amounts.
Power BI: AP - AP Aging Today (227 KPIs)
Tableau: AP - AP Aging Today (227 KPIs)
Star Schema: _S_AP_Aging_Today
AR - AR Aging Today
Provides information about open receivables, combining information from tables such as outstanding invoice header, company, Customer and salesperson. Payable documents are aged as of Today. Some ERP's may also list historical (now paid) invoices and their original amounts.
Power BI: AR - AR Aging Today (608 KPIs)
Tableau: AR - AR Aging Today (608 KPIs)
Star schema: _S_AR_Aging_Today
BD - Budgeting/Forecasting
Customizable templates.
CA - CRM Activity
Provides information about CRM Activities combining information from tables such as activity detail, account, lead and owner. Available as an Add On.
Power BI: CA - CRM Activity (219 KPIs)
Tableau: CA - CRM Activity (219 KPIs)
Start schema: _S_CA_Activity
CF - Cash Flow Projection
Combines data from _AP_Aging_Today, _AR_Aging_Today, _GL_Transaction and other modules and data sources to provide cash flow projection.
Power BI: CF - Cash Flow Projection (18 KPIs)
Tableau: CF - Cash Flow Projection (18 KPIs)
Star schema: _S_CF_Cash_Flow_Projection
CM - CRM Marketing Email
Provides reporting on marketing email sent, opens and clicks across several dimensions such as company, contacts, eBlast campaigns, and time.
Power BI: CM - CRM Marketing Email (48 KPIs)
Tableau: CM - CRM Marketing Email (48 KPIs)
Star schema: _S_CM_Marketing_Email
CO - CRM Opportunity
Provides information about CRM Opportunity combining information from tables such as opportunity detail, opportunity header, account and owner.
Power BI: CO - CRM Opportunity (979 KPIs)
Tableau: CO - CRM Opportunity (979 KPIs)
Star schema: _S_CO_Opportunity
EC - eCommerce
Customizable templates.
Star Schema: _S_EC_eCommerce
FS - Field Service
Customizable templates.
Power BI: FS - Field Service (24 KPIs)
Tableau: FS - Field Service (24 KPIs)
Star schema: _S_FS_FieldService
GA - Google Analytics
Customizable templates.
Power BI: GA - Google Analytics (24 KPIs)
Tableau: GA - Google Analytics (24 KPIs)
GF - GL Financials
Uses the ERP's General Ledger summary tables to provide Balance Sheet, Budgeted Income Statement (EBITDA and traditional), and Statement of Cash Flow that largely mimic official financial statement formats while still offering interactive comparison, filtering, and drilldown by date, Account Segments, key financial ratios, and drill-through to details within the _GL_Transactions data.
Power BI: GF - GL Financials (370 KPIs)
Tableau: GF - GL Financials (370 KPIs)
Star schema: _S_GL_Financials
GT - GL Transaction
Provides reporting on the General Ledger journal entries as well as GL Budgets and calculated financial ratios, to the level of detail posted to the General Ledger. It can be filtered by date, source journals, and various groupings of the Chart of Accounts, including by Account Segments.
Power BI: GT - GL Transaction (621 KPIs)
Tableau: GT - GL Transaction (621 KPIs)
Star schema: _S_GL_Transaction
HD - Historical Data Blending
Customizable templates that work in conjunction with other templates to provide historical data blending: live data unioned with legacy or other historical data sources.
DFT+ Live and Legacy Historical Reporting (Data Migration / Blending)
IH - Inventory On Hand History
Reports historical month-end quantity and cost on hand summarized by product, warehouse/location, and month. It includes total (net) transactions as well as Cost Of Sales and Qty Sold, allowing for Inventory Turns reporting across selected months ranges and other ratios.
Power BI: IH - Inventory On Hand History (114 KPIs)
Tableau: IH - Inventory On Hand History (114 KPIs)
Star schema: _S_IN_On_Hand_History
IO - Inventory On Hand Today
Uses the ERP's perpetual inventory table to report the current quantity and cost on hand by product by warehouse/location, including totals for On Purchase Order and On Sales Order. Additional product attributes are provided from the ERP's product masterlist. (If the ERP does not have a perpetual inventory table, current On Hand is calculated from historical transactions.)
Power BI: IO - Inventory On Hand Today (278 KPIs)
Tableau: IO - Inventory On Hand Today (278 KPIs)
Star schema: _S_IN_On_Hand_Today
IP - Inventory Planning
Combines data from _IN_On_Hand_Today, _PO_Purchase_Order, _SO_Sales_Order and _SI_Sales_Invoice. It reports current inventory on hand today; plus inbound items from Open POs (and/or WOs); minus outbound items to Open SOs and/or projected sales based on prior Sales Invoice trends; and then projects quantity on hand into the future by product and, warehouse/location.
Power BI: IP - Inventory Planning and Projection (12 KPIs)
Tableau: IP - Inventory Planning and Projection (12 KPIs)
Star schema: _S_IN_Inventory_Planning
IT - Inventory Transaction
Reports historical inventory transactions to the detail level provided by the ERP's Inventory Transaction History table. Transaction types are summarized into Sales, Purchases, Manufacturing, Transfers, and Adjustments to allow month-over-month movement comparison and interactions with product groups, warehouse/location, and dates.
Power BI: IT - IN Transaction (284 KPIs)
Tableau: IT - Inventory Transaction (284 KPIs)
Star schema: _S_IN_Transaction
JM - Government Contractor
Customizable templates. 3rd party template.
MB - Manufacturing Bill Of Materials
Provides reporting from Bill of Materials (BOM). Usualy requires custom set up.
Power BI: MB - Manufacturing BOM (18 KPIs)
Tableau: MB - Manufacturing BOM (18 KPIs)
Star schema: _S_MB_BOM
MC - Multi-Company
Customizable settings on top of other templates to provide multi-company and company consolidation reporting.
DFT+ Multi-company Consolidation Reporting
MW - Manufacturing Work Orders
Provides reporting from Production Orders. Usualy requires custom set up.
Power BI: MW - Manufacturing Production/Work Order (18 KPIs)
Tableau: MW - Manufacturing Production/Work Order (18 KPIs)
Star schema: _S_MF_Work_Order
M$ - Multi-Currency
Customizable settings on top of other templates to provide multi-currency reporting.
DFT+ Multi-Currency and Consolidation Reporting
PM - Project Accounting
Comprised of customizable sub-templates:
_PM_Budget: provides information about project budget, revisions, and actuals.
_PM_ProformaInvoice: provides information about Pro Forma Invoices, projects, and tasks.
_PM_Tasks: provides information about projects and tasks.
_PM_Transaction: provides information about PM transactions.
Power BI: PM - Project Accounting / Management (24 KPIs)
Tableau: PM Project Accounting / Management (24 KPIs)
Star schema: _S_PM_ProjectManagement
PO - Purchase Order
Provides information about pending purchase orders, combining information from tables such as pending purchase order header, pending purchase order details, product, vendor and warehouse/location. Historical trends and averages reporting depends on the retention of PO history in the ERP. (Receipt history would be a customization, but that need is usually met in Inventory Transactions.)
Power BI: PO - Purchase Order (756 KPIs)
Tableau: PO - Purchase Order (756 KPIs)
Star schema: _S_PO_Purchase_Order
PR - Payroll (_PR_Payroll)
Customizable templates.
SC - Sales Commission (_SC_Sales_Commission)
Customizable templates.
SI - Sales Invoice
Provides analysis from Accounts Receivable invoice information. It combines information from tables such as invoice header, invoice details, company, customer, product, salesperson, ship-to, and warehouse/location.
Power BI: SI - Sales Invoice (1,449 KPIs)
Tableau: SI - Sales Invoice (1,449 KPIs)
Star schema: _S_SI_Sales_Invoice
SO - Sales Order
Provides information about sales orders, combining information from tables such as sales order header, sales order details, company, customer, product, salesperson, ship-to and warehouse/location. Many ERP systems provide open and historical SO records, others only provide open SO records.
Power BI: SO - Sales Order (1,591 KPIs)
Tableau: SO - Sales Order (1,591 KPIs)
Star schema: _S_SO_Sales_Order