Dashboard and Report Samples for Financials

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Download full list or reports, dashboards and KPIs

The following is a sample from over 1,500 reports, dashboards and KPIs for analyzing financial information by GL Accounts, GL Segments, GL Groups, amounts and several other dimensions. Please contact us for further information.

GL Financials – Sample Dashboards

360 View of an Organization’s KPIs

The dashboard below is an example of how DataSelf clients can quickly put together interactive dashboards that gather information from several data sources. This dashboard is not available out-of-the-box as is. However, it’s easy to set it up if your organization has the data to populate it (contact us for details).

Traditional P&L and Balance Sheet Reports

DataSelf can usually automate 100% of labor intensive tasks associated with traditional P&L and Balance Sheet reporting. Reports can automatically be delivered to users via Excel, PDF, web browser and mobile device apps. 

 

Actual versus Budget

DataSelf’s Actual versus Budget can be configured to cover the specific needs of any organization. The following are examples of how users can view and interact with their information. 

 

Multi-Company Consolidation

DataSelf can usually automate 100% of labor intensive tasks associated with consolidation of multi-company systems, regardless of which and/or how many ERP systems an organization works with. The following are examples of how users can view and interact with their information. 

 

 

Multi-Currency Consolidation

DataSelf can usually automate 100% of labor intensive tasks associated with consolidation of multi-currency systems, regardless of which and how many ERP systems an organization works with. The following are examples of how users can view and interact with their information.

 

What-If Scenarios

DataSelf’s What-If Scenario engine can be configured to cover the specific needs of any organization. Forecasting rules can use simple rules such as past transactions versus growth rates all the way to sophisticated statistical algorithms powered by The R Project. The following is an example of how users can view and interact with their information.

 

Download full list or reports, dashboards and KPIs

DataSelf provides plug-and-play templates for the following ERP systems:
Acumatica
Everest
MS Dynamics 365
MS Dynamics AX
MS Dynamics GP
MS Dynamics NAV
MS Dynamics SL
NetSuite
Sage 100
Sage 300
Sage 500
Sage Pro
Sage X3
Contact us to discuss other ERP systems.