DataSelf Analytics Launch Pad
DataSelf Analytics provides dashboard views that are easy to configure so you see your data your way. From any dashboard, you can quickly go to the underlying ERP data.
Salesperson Dashboard
Provides a 360-degree view of customer touch points. With the launch pad, this dashboard will show your sales data and will use sample data for CRM Opportunities, AR Aging, and Email Marketing.
Year-Over-Year
Easy and extensive ways to slice and dice sales information
Hot Customers by Sales
Select data points to filter and drill down to 2nd dimension. Use boxes on the right to customize.
Cold Customers by Sales
Select data points to filter and drill down to 2nd dimension. Use boxes on the right to customize.
DataSelf Slicer: Sales Data
Hover over top-left blank area, click +/- to expand/colapse.
Sales Trendlines
Same-Period Prior-Year Comparison: Sales by Customer
Use parameters on the right to change the report. Hover over 1st Clmn and click ‘+’ to drill down.
Sales Details
Select relative Doc Date and filters on the right.
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Pareto for Customer
Customers in blue represent 80% of your GP. Some large clients by sales might have small or even negative impact in your GP.
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Whale Curve for Customers
365-Rolling-Day Sales by Customer
Sales of Top Products to Top Customers
Why some top customers aren’t buying as many of your top products? Select parameters on the right.
Customer Loyalty: This CYr Sales
Set Min Yearly Sales Amt to define a loyal customer.
Daily Flash
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Summer Sales
Select Season and Measure on the right panel. Contact your DataSelf support to add/adjust your seasons.
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Customer Sales Ranking
Sales Projection
Open Sales Order
Natural Language Query (NLQ)
Like searching on the internet, type in keywords about your data in DataSelf and an instant and accurate report is created. This is available for each data set in DataSelf and might require additional configuration to meet your company’s needs.
Examples of searches and the report created.
Searching for “Contract Remain Amt by Project” yields:
Searching “Sales by Salesperson by Month in 2019 as a text table” yields:
Searching for “Gross Profit by State by Year as a Map” yields:
Financials
Financials
Financials
Actual dashboards might be slightly different.
All dashboards above are also included with the Pro and Enterprise editions.