BI-based Reporting for Informed Decisions
For over 20 years, DataSelf has provided Business Intelligence-based reporting and Data Warehousing to for better and faster decision making. With 8,000+ built-in reports and dashboards, everyone from C-suite and Management, to Accounting and Sales – gets valuable insight – in <10 seconds.
Select a Dashboard:
- 360-Degree View Dashboard
- Accounts Payable Aging
- AI & ML
- Cash Flow Projection
- Cold Customers by Sales
- Customer Loyalty
- Daily Flash: Sales
- Days of Stock
- Hot Customers by Sales
- High Risk Debt Customers
- Interactive P&L
- Inventory Planning & Projection
- Inventory Turnover
- Missed Shipments
- Rolling Period Variances
- Sales Order Late & Pending
- Sales Slicer
- Salesperson Performance
- Slow Moving Items
- Stuck Items
- Top Items by Customers
- Year Over Year Variances
360-Degree View Dashboard
The 360-degree dashboard offers high-level analytics with infinite drilldown for CEOs, CFOs, and Managers. Get instant visibility into:
- Cash flow & revenue
- Stock availability & eCommerce
- Human resources & Google analytics
Accounts Payable Aging
The AP Aging dashboard offers invaluable insight into all of your company’s AP details: from a big picture view of outstanding payables, all the way down to the status of a specific invoice or vendor.
AI & ML (Machine Learning) Capabilities
The AI-Driven Insights dashboard provides a ChatGPT-like environment that allows you to converse in English with AI to receive answers and insights to your data, simplifying the reporting process.
Cash Flow Projection
The Cash Flow Projection dashboard enables you to view a forecast for future cash flow to avoid any potential cash shortages and better anticipate upcoming expenses.
Cold Customers by Sales
The Cold Customers by Sales dashboard offers insight into your coldest customers by analyzing both whose revenues have significantly dropped and those who have stopped altogether in the current period.
Customer Loyalty
The Customer Loyalty dashboard locates loyal customers who annually generate revenues exceeding a specific amount, which helps your organization judge the financial impact of balancing customer acquisition and customer loyalty.
Daily Flash: Sales
The Daily Flash Sales dashboard offers managers, supervisors and executives a consolidated daily snapshot of key business sales (or inventory) metrics.
Days of Stock
The Days of Stock dashboard identifies any troubling stock shortages and excesses that may impact your future business, utilizing past performances to eliminate obsolete inventory and forecast future needs.
Hot Customers by Sales
The Hot Customers by Sales dashboard offers insight into your hottest customers by analyzing both who are among the top selling customers and those who have increased the most from a previous period.
High Risk Debt Customers
The High-Risk Debt Customers dashboard forewarns you about when clients start accumulating either or both significantly valuable and past overdue debt, which can help minimize their impact on your business.
Interactive P&L
The Interactive P&L dashboard provides easy customization, instantaneous roll up, infinite drill down, and simplified slice-and-dice to allow you to easily interact with your data.
Inventory Planning & Projection
The Inventory Planning and Projection dashboard assists in efficiently managing your inventory by creating accurate forecasts to anticipate sales growth based on historical performance.
Inventory Turnover
The Inventory Turnover dashboard uses a series of sophisticated calculations to determine the speed at which a company sells their inventory over a specific time.
Missed Shipments
The Missed Shipments dashboard can automate a scheduled generation and delivery of this dashboard, which informs you of any missed shipments to quickly act upon and notify your clients about them.
Rolling Period Variances
The Rolling-Period Variances dashboard enables you to perform trend analysis on specific periods, utilizing instantaneous drill-down and slice-and-dice to examine current trends in real time.
Sales Order Late & Pending
The Sales Orders Late and Pending dashboard offers instant visibility and access to the status of sales orders with infinite drilldown to the transaction level detail.
Sales Slicer
The Sales Slicer lets you dig into sales trends and anomalies and take action before it’s too late. With real-time metrics, you can leverage infinite drill-down to reveal critical KPIs such as:
- Net revenues
- Gross profits
- And quantities sold
Salesperson Performance
The Salesperson Performance Dashboard provides a comprehensive analysis of your sales team’s performance, identifying key factors influencing their success in meeting goals. By offering actionable insights, it enables strategic decision-making to optimize individual and team effectiveness.
Slow Moving Items
The Slow Moving Items dashboard detects any items in standing inventory whose recent sales are poor, which can optimize the purchasing habits of specific items to use money efficiently.
Stuck Items
The Stuck Items dashboard provides instant awareness of unsold inventory lasting for a certain period, aiding in planning inventory needs or optimizing on-hand inventory to avoid overstock.
Top Items by Customers
The Top Items to Top Customers dashboard provides valuable insights to help your key clients understand the benefits of purchasing your top products. Simultaneously, it empowers sales representatives with data-driven reasons to prioritize and promote these high-performing items.
Year Over Year Variances
The Year-Over-Year Variances Dashboard gives you the means to instantly assess the performance of your clients, sales reps, products, and services. YOY provides insight into:
- Revenue goals
- Comparative sales trends
- And clients changing their buying habits
DataSelf Features, Benefits & Analytics
With DataSelf Analytics, users can create customized alerts to receive notifications when specific metrics meet predefined criteria, ensuring they stay informed at all times.
(6-minute video)
Leverage data-driven insights to enhance sales performance. Learn about key sales metrics, their significance, and how to analyze them effectively with DataSelf and Tableau.
(7-video playlist)
Service organizations must continuously manage resource utilization, performance, and compliance to drive efficiency and success. Learn more about the three key components of service KPIs and strategies to engage your team with data-driven insights.
(6-video playlist)
Reports and dashboards are essential tools in today’s data-driven world, and their effectiveness hinges on design. Enhance the impact of your reports and dashboards by applying key design principles, such as:
- Improving clarity through the strategic use of charts and text.
- Increasing engagement with interactive features like filtering, pop-ups, and drill-downs.
- Following best practices for creating and delivering insightful dashboards that resonate with your audience.
(9-video playlist)
Discover how DataSelf goes beyond traditional income statements and balance sheets, and provides users with a comprehensive 360-degree view of the organization, incorporating:
- Budgeting
- Financial metrics, through grids, charts & dashboards
- Essential KPIs such as variances, financial ratios and budgeting
(6-video playlist)
See how DataSelf enables users to access information through desktop applications, web browsers, mobile devices, and tablets, including iOS and Android. Data can be downloaded in various formats such as Excel, PDF, and JPG, and users can subscribe to reports on a customizable schedule, delivered directly to their inbox.
(3-minute video)