ERP & CRM Templates (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 System

Template	Acumatica	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	✅					✅	✅	✅	✅
Manufacturing: BOM Bill of Materials	✅					✅
Manufacturing: Work Order (Prod Order)	✅					✅
Project Accounting	✅
Purchase Order	✅	✅	✅	✅		✅	✅	✅	✅
Sales Invoice	✅	✅	✅	✅	✅	✅	✅	✅	✅	✅
Sales Order	✅	✅	✅	✅		✅	✅	✅	✅

Template	Acumatica	Infor CRM	HubSpot	MS Dyn CRM	Sage CRM	Salesforce
Activity	✅	✅	✅		✅	✅
Marketing Email			✅
Opportunity	✅	✅	✅	✅	✅	✅
Support Case					WIP	WIP

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	Simplified	✅	✅
GL Transactions	✅	✅	✅
GL Financials (P&L, B/S, Budget, Trial Balance)	✅	✅	✅
Inventory On Hand Today	✅	✅	✅
Inventory On Hand History		✅	✅
Inventory Planning		✅	✅
Inventory Transactions		✅	✅
Manufacturing: BOM (Bill of Materials)		✅	✅
Manufacturing: Work Order (Production Oder)		✅	✅
Project Accounting (Construction)	Simplified	✅	✅
Purchase Order	✅	✅	✅
Sales Order	✅	✅	✅
Sales Invoice	✅	✅	✅

Template	Advanced	Pro	Enterprise
Pre-configured reports & dashboards	10+	120+	1,200+
Activity	✅	✅	✅
Marketing Email	✅	✅	✅
Opportunity	✅	✅	✅
Support Case		WIP	WIP
Template list and information	Download List

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