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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

Acuma
tica
MS Dyn
BC
MS Dyn
GP
Net
Suite
Quick
books
Sage
100
Sage
300
Sage
500
Sage
X3
Sage Intacct

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

Acumatica

Infor CRM

HubSpot

MS Dyn CRM

Sage CRM

Salesforce

Activity

Marketing Email

Opportunity

ERP Templates by DataSelf Edition

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

40+

800+

8,000+

Template list and information

Download List

AP Aging Today

AR Aging Today

Cash Flow Projection

GL Transactions

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

Inventory On Hand Today

Inventory On Hand History

Add-on

Inventory Planning

Add-on

Inventory Transactions

Add-on

Manufacturing: BOM (Bill of Materials)

 

Add-on

Manufacturing: Work Order (Production Oder)

 

Add-on

Project Accounting (Construction)

Add-on

Purchase Order

Sales Order

Sales Invoice

CRM Templates by DataSelf Edition

Template

Advanced

Pro

Enterprise

Pre-configured reports & dashboards

10+

120+

1,200+

Activity

Marketing Email

Opportunity

Template list and information

Download List

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

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