DataSelf Analytics for Distribution Companies
These templates have a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in SOWs unless specifically described.
Click here to learn more and download the list of reports and dashboards.
Distribution: Sales, Sales Order, Inventory, and Purchasing
There are 5,000+ templates offering a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in SOWs unless specifically described.
Salesperson Dashboards
Extensive and easy ways to slice and dice critical sales information.
The following dashboard combines data from ERP and CRM (when available).
Several views to analyze the top and bottom performers across different data sets such as customers, products or projects and regions.
Year-Over-Year
Easy and extensive ways to slice and dice sales information
Same-Period Prior-Year Comparison
Choose a year and period, and easily analyze how the period, YTD and full years compare to the prior year by different dimension. Allows easy drill down to further dimensions. Ex.: KPIs by customer and project.
Top Products/Service Sales
Easy access to who’s purchasing your top products/services. Why are some large clients not buying the top products/services?
Sales Projection and What-If Scenarios
When working with high volume data such as for sales or inventory projection, DataSelf can leverage tools such as MS SQL Server, Tableau, Power BI and R to allow companies to tackle complex statistical algorithms for forecasting.
Customer Loyalty
To keep a tab on why clients stick around and why some leave.
Dual-Measure Pareto
Shows how clients, projects, and other dimensions affect the bottom line. Should you invest more in some of them and discontinue others?
No Sales
Monitoring no new sales quickly can avoid customer friction.
Fulfillment Rates
Closely and timely monitoring fulfillment rates can greatly impact the management of customer satisfaction, business efficiency and lost revenues.
Inventory Snapshot
Easy and interactive analysis of your inventory On Hand today, Open SOs, Open POs, and Sold.
Open Sales Orders
Extensive analysis of your Sales Orders.
Open Purchase Orders
Extensive analysis of your Purchase Orders.
Inventory On Hand Today
Extensive analysis of your On Hand Today.
Inventory Planning
These templates have a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in the SOW.
Days of Stock and Inventory Projection
Inventory Planning and Projections
CRM: Contact, Opportunity, and Tech Support
There are 1,000+ templates offering a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in SOWs unless specifically described.
Opportunities
Slice and dice your opportunities by different dimensions.
Sales Velocity
A powerful method to analyze the efficiency of your sales processes and team.
Sales Funnel
Easy and interactive ways to slice and dice your sales funnel.
Stuck Opportunities
Many stuck opportunities need work to move forward, otherwise many will be gone. Be on top of them easily.
Marketing Campaigns with User Traction
Open & Click KPIs
Easy and interactive ways to analyze which companies and individuals have been consuming your eBlasts across campaigns and time.
Open & Click Trends and KPIs by Client
Easy and interactive way to analyze trends from companies and individuals consuming your eBlasts across campaigns.
Open & Click Trends Across Campaigns
Interactive ways to analyze how opens and clicks perform across campaigns and time.
Google Analytics and E-Commerce
These templates have a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in the SOW.
Core Financials: AP, AR, and GL
There are 1,000+ templates offering a wide range of configuration possibilities to adapt to unique business needs. Actual templates might vary. Some might require additional configuration not included in SOWs unless specifically described.
360-View Dashboards
KPIs from different systems such as the ERP, CRM, Google Analytics, Payroll, and Excel. Clicking on a KPI will drill down into more details. Dashboards like this are usually tailored for C-level executives based on their specific KPI needs.
This is a preconfigured P&L Dashboard that can be easily adjusted. Budget amounts can come from the ERP, Excel, or user-input.
Financial KPIs and Ratios
Dozens of pre-configured dashboards provide insights into financial KPIs from P&L and Balance Sheet.
This template shows P&L by month across years.
Profit and Loss Reports
Extensive library of P&L reports with easy slicing and dicing.
Percent of a Metric
Keeping track of your financials against your sales (revenues) or gross profit or other metrics can quickly highlight important trends. For instance, why are marketing expenses trending up against their percentage of sales?
Single-Page Analytics
Provides extensive ways to slice and dice financials on a single page. Users can easily select periods, measures (such as budget and variances), and drill down all the way to GL Batch information—everything on a single page.
Watch our 2-min video at https://www.youtube.com/watch?v=UhSmNp1SNcs.
Multi-Company Environment
DataSelf provides comprehensive ways to consolidate data from multi-company systems. The data is normalized and consolidated in the DataSelf data warehouse, and then it becomes easy and fast to report from single companies, groups of companies, or across all of them. The example below shows 3 business units and the consolidated total.
Multi-Currency Consolidation
DataSelf provides comprehensive ways to consolidate multi-currency systems. The data is normalized and consolidated in the DataSelf data warehouse, and then it becomes easy and fast to report on single or multiple currencies. The example below shows the financials from 3 business units working with different currencies, how they relate to the consolidated currency USD, and the total.
Balance Sheet
Extensive library of Balance Sheet reports with easy slicing and dicing. These templates have a similar framework of the P&L reporting above.
AR Aging with Proforma
Easily combine AR Aging with proforma invoices for a more complete view of your cash flow.
Payables
Hundreds of Payables reports and dashboards allow users to quickly visualize and analyze AP trends. The dashboard below gives an overview of AP by total, vendor, due date, bill, and all details. Selecting data points filters the dashboard.
Budgeting
DataSelf can combine actuals data with budgets coming from your source system, Excel files, or directly from user input. Setting up Budgeting and Forecasting requires an understanding of the client’s specific needs and might require additional configuration not included in SOWs unless specifically described.
Forecasting
When working with high data volume, DataSelf can leverage tools such as MS SQL Server, Tableau, Power BI and R to allow companies to tackle complex statistical algorithms for forecasting.
You can find a more complete, full list of DataSelf templates at https://www.dataself.com/templates/.
Contact our Distribution BI Experts!
Call 888-910-9802 x1 or email Sales @ DataSelf.com