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Analytics for Sales

Turbocharge your sales with analytics!

During this webinar, you’ll learn:

– 3 powerful metrics for sales management.
– Critical role of data for maximizing sales.
– How to engage sales people with analytics.

Watch webinar recording (60 min) – Nov 15th, 2017 

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Financial Analytics

Learn about financial analytics with DataSelf and Tableau.

During this webinar we will cover:
– Income statements
– Balance sheets
– Variances, financial ratios, what-if scenarios and budgeting
– Slicing and dicing of metrics via grids, charts and dashboards
– Bringing together non-financial data for a 360 view of the organization.

Watch webinar recording (59 min) – Nov 2nd, 2017

Download presentation

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Analytics for MS Dynamics

Is your business intelligence platform cutting it with MS Dynamics ERP and/or CRM? Many companies find that DataSelf with Tableau provides the following advantages:
– Easier to use. Business users find it more empowering, and IT finds it less time consuming to maintain.
– Faster to run. See first hand our demo hitting a 30 million record data set.
– Over 5,000 reports, dashboards and KPIs for AP, AR, GL, Inventory, PO, Sales and CRM.
– Our enterprise data warehouse for data silos consolidation giving you a 360 view of your business. 

Watch webinar recording (59 min) – Oct 25, 2017

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Analytics for Sage X3

Is your business intelligence platform cutting it with Sage X3?
Many companies find that DataSelf with Tableau provides the following advantages:
Easier to use. Business users find it more empowering, and IT finds it less time consuming to maintain.
Faster to run. See first hand our demo hitting a 30 million record data set.
Over 5,000 reports, dashboards and KPIs for AP, AR, GL, Inventory, PO, Sales and CRM.
– Our enterprise data warehouse for data silos consolidation giving you a 360 view of your business.

Watch webinar recording (59 min) – Oct 4, 2017

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Data Visualization 101 – Grids, Charts and Dashboards

Reports and dashboards are in high demand. No matter what tool you build them with, you should know what works and what doesn’t:
Make them pop with simple design principles
Boost clarity: which chart types to use
– Make them memorable with interactivity
Best practices for publishing dashboards

Watch webinar recording (45 min) – Sep 27, 2017
Download presentation

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Power User Training S1: Reports and Dashboards 101

Watch our training session for DataSelf Power Users (Tableau Server User Interactor) on how to build new reports/dashboards:
– Web-based Power User interface.
– Basic techniques for building reports and dashboards.
– Publishing reports and dashboards.
– Editing existing reports and dashboards.
Agenda: Data Sources, Drag and drop; Filtering; Sorting; Totals; Charts; Dashboards.

Watch webinar recording (60-min) – Sep 20, 2017
Download presentation
Tableau workbook

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Financial Analytics with DataSelf/Tableau

Learn how DataSelf’s data warehouse and Tableau platform has been providing organizations with an easy to use and comprehensive financial analytics.

Financial analytics covers traditional income statements and balance sheets, but it goes way beyond that. It allows users to analyze and slice and dice their financial metrics via grids, charts and dashboards. It incorporates critical KPIs such as variances, financial ratios (such as wages versus revenues, coverage ratios) and budgeting. It can also bring together other non-financial data that is critical for a 360 view of the organization.

Watch webinar recording (35 min) – Sep 13, 2017

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Get the information you need to select the best BI solution and get your business intelligence projects moving forward.
  • How to make your BI journey successful regardless of what BI tool you pick
  • How enterprise-grade BI empowers decision makers and IT
  • Case study: A CEO builds his own dashboards from scratch
  • See first hand the lightning speed of DataSelf against 31M records of data

Watch webinar recording (45 min) – Aug 30, 2017
Download presentation

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Version 10.3: Tableau and DataSelf Analytics new release

New Release Highlights:
– Data-driven alerts
– More web authoring features
– Simplified Story Points Navigator
– Faster Tooltip selection to clarify relationships in your data
– Latest date presets
– Evenly distribute objects in dashboards
– Automatic query caching
– Updated templates: Financial Analytics, Sales Order, CRM Opportunity and Case
– And so much more!

Watch webinar recording (45 min) – Aug 23, 2017
Download presentation

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Sage Summit: DataSelf and Tableau – analytics and data warehousing

Sage Summit offers great opportunities to learn about your BI options.

If you want to review our educational session in Atlanta, or get a preview of Toronto, join our webinar when we’ll cover:

  • How to make your BI journey successful regardless of what BI solution you pick.
  • How DataSelf with Tableau, data warehousing and 5,000+ reports provides decision makers and IT with a fast and valuable enterprise-grade BI platform.
  • See first hand the ease-of-use for building a new dashboard from scratch, and the query speed of hitting a sample database with over 16 million records.

Thu, Jun 15, 2017 – 45 min

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Sage Summit: DataSelf and Tableau preview

Are you looking for BI solutions? Is your BI project stuck in a rut?
Join this webinar for a preview of DataSelf with Tableau at Sage Summit (Atlanta and Toronto):

– How to make your BI journey successful regardless of what BI solution you pick.
– How DataSelf with Tableau, data warehousing and 5,000+ reports is adding value to organizations using Sage and other systems.

Wed, April 26, 2017 – 45 min

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Reselling BI solutions: when offering DataSelf and Tableau

Clients with revenues above $20M/y might badly need DataSelf Analytics (powered by Tableau).
When there’s a fit, these clients will thank you for bringing up DataSelf? They’ll invest in it,
and you’ll make a good margin.

Join this webinar to learn:
– How to make your BI practice more successful.
– How DataSelf with Tableau, data warehousing and 5,000+ reports adds value to resellers and end-users.
– How to identify the right fit for DataSelf.
– Pricing, margins and services.

Wed, April 26, 2017 –45 min

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Dashboard 101

Learn more about:
Dashboards are in high demand. No matter what tool you build them with, you should know
what works and what doesn’t. Find out in this educational webinar. Tune in to learn all about
dashboards 101:
– Make your dashboards pop with a few simple design principles
– Boost clarity with charts and text – when and which types to use
– Make it memorable with interactivity, such as filtering, pop-ups and drilling down
– Learn best practices for creating and delivering your dashboards

Thu, Mar 16, 2017

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Sage Summit: DataSelf and Tableau – analytics and data warehousing

Sage Summit offers great opportunities to learn about your BI options.

If you want to review our educational session in Atlanta, or get a preview of Toronto, join our webinar when we’ll cover:

  • How to make your BI journey successful regardless of what BI solution you pick.
  • How DataSelf with Tableau, data warehousing and 5,000+ reports provides decision makers and IT with a fast and valuable enterprise-grade BI platform.
  • See first hand the ease-of-use for building a new dashboard from scratch, and the query speed of hitting a sample database with over 16 million records.

Target audience: Sage users and resellers.

Thu, Jun 15, 2017 – 45 min

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Sage Summit: DataSelf and Tableau preview

Are you looking for BI solutions? Is your BI project stuck in a rut?
Join this webinar for a preview of DataSelf with Tableau at Sage Summit (Atlanta and Toronto):

– How to make your BI journey successful regardless of what BI solution you pick.
– How DataSelf with Tableau, data warehousing and 5,000+ reports is adding value to organizations using Sage and other systems.

Target audience: Users, consultants and resellers of Sage products.

Wed, April 26, 2017 – 45 min

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Reselling BI solutions: when offering DataSelf and Tableau

Clients with revenues above $20M/y might badly need DataSelf Analytics (powered by Tableau).
When there’s a fit, these clients will thank you for bringing up DataSelf? They’ll invest in it,
and you’ll make a good margin.

Join this webinar to learn:
– How to make your BI practice more successful.
– How DataSelf with Tableau, data warehousing and 5,000+ reports adds value to resellers and end-users.
– How to identify the right fit for DataSelf.
– Pricing, margins and services.

Target audience: Resellers of mid-market ERP, CRM and BI systems.

Wed, April 26, 2017 –45 min

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Dashboard 101

Learn more about:
Dashboards are in high demand. No matter what tool you build them with, you should know
what works and what doesn’t. Find out in this educational webinar. Tune in to learn all about
dashboards 101:
– Make your dashboards pop with a few simple design principles
– Boost clarity with charts and text – when and which types to use
– Make it memorable with interactivity, such as filtering, pop-ups and drilling down
– Learn best practices for creating and delivering your dashboards

Target audience: anyone interested in learning about dashboards.

Thu, Mar 16, 2017

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Business intelligence with Acumatica and DataSelf Analtyics

Learn more about:
How to make your BI journey successful:
– Short- and long-term business and IT goals.
– Selecting the BI platform
– The team to make it happen
– How to get user traction
– BI ROI
– A short presentation of the DataSelf Analytics way — powered by Tableau, data warehousing,
and 5,000+ starter reports, dashboards, and KPIs.

Target audience: Anyone interested in BI with Acumatica.

Wed, Feb 22

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Business intelligence with Sage X3 and DataSelf Analtyics

Learn more about:
How to make your BI journey successful:
– Short- and long-term business and IT goals.
– Selecting the BI platform
– The team to make it happen
– How to get user traction
– BI ROI
– A short presentation of the DataSelf Analytics way — powered by Tableau, data warehousing,
and 5,000+ starter reports, dashboards, and KPIs.

Target audience: Anyone interested in BI with Sage X3.

Wed, Feb 22

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Power BI or DataSelf Analytics (powered by Tableau). Which is the right fit for you?

Power BI is getting strong traction in the mid-market. But is it the right fit for your needs?

DataSelf has delivered enterprise-grade analytics solutions to hundreds of mid-sized companies in the course of its 17 year history. DataSelf adopted Tableau as its analytics front-end tool about 5 years ago and it has been very successful. DataSelf is not considering Power BI as a replacement.

Watch this webinar to learn why DataSelf continues with Tableau and in what scenarios it has proven to be a great fit for mid-sized businesses!

Fri, Feb 17

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Tableau and DataSelf analytics

Learn more about:
Trends in BI and analytics 
– When data warehousing is critical.
– What Tableau does that other visualization and data discovery tools don’t do.
– Pros and cons or buying versus building your BI/analytics solution?
Cloud, hybrid and on-premises BI deployment.

Target audience: End-users, resellers and anyone interested in Tableau and DataSelf analytics

Thu, Dec 8

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Tableau and DataSelf for Sage

Learn about BI trends for Sage X3, Sage 500, Sage 300, Sage 100, Sage CRM and Sage Pro:
– Tableau for data discovery and analytics.
– Data warehousing.
Buying versus building your own.
– Cloud, hybrid and on-prem.
Target audience: End-users, resellers and anyone interested in Tableau and DataSelf analytics.

Thu, Nov 17

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Sage X3: BI and Analytics with DataSelf and Tableau

DataSelf with Tableau provides the following advantages over the Sage X3 bundled BI:
– Easier to use
– Faster to run reports and dashboards
– Over 5,000 reports, dashboards and KPIs.

Tue, Sep 22 – 55 min
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How BI/Analytics changed at Dynamics Summit 2016

  • What are this year’s trends in BI and analytics among Microsoft Dynamics users?
  • Is data warehousing a critical missing part of your reporting platform?
  • Why do we at DataSelf talk about Tableau so much? What does Tableau do that other visualization and data discovery tools don’t do?
  • Should I buy or build my BI/analytics solution?

Tue, Sep 9, 2016 – 45 min

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How BI/Analytics changed at Sage Summit 2016

  • What are this year’s trends in BI and analytics among Sage users?
  • Is data warehousing a critical missing part of your reporting platform?
  • Why do we at DataSelf talk about Tableau so much? What does Tableau do that other visualization and data discovery tools don’t do?
  • Should I buy or build my BI/analytics solution?

Tue, Sep 8, 2016 – 45 min

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Sage Summit 2016: BI and Analytics Preview with DataSelf and Tableau

This webinar covers the pros and cons of:
– Tableau: Gartner’s gold standard for self-service BI and data discovery for the last 4 years in a row.
– Data warehousing.
– Having dozens of Tableau connectors and thousands of reports and dashboards as a starting point for your BI and analytics platform.
– Buying versus building your BI solution.
Tue, Jul 19 – 45 min

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DataSelf webinar: Analytics for sales teams

Sales used to be about relationships and pricing. Now it’s also about information. That information has to be on tap, anytime and anywhere, to drive each step on the way to customer satisfaction. Meanwhile, sales managers need to monitor salesperson performance, both individuals and groups.
Thu, Apr 7 – 45 min

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Analytics for Multi-Company Consolidation
The fundamentals and options for reporting from multi-company systems, when a data warehouse-based solution is a must and how DataSelf Analytics (with Tableau) has significantly improved multi-company consolidations.
Thu, Mar 24 – 45 min
Recorded Session

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DataSelf Analytics (Tableau) for Sage ERP/CRM
You can get more value out of Sage ERP and CRM. See what DataSelf Analytics with Tableau can do for you.
Thu, Mar 3 – 45 min
Recorded Session

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Tips – Charts and Dashboards with DataSelf Analytics (Tableau) – Part I: The Basics
Learn more about charts and dashboards in DataSelf Analytics with Tableau. It’s the fastest way to slice and dice data for a sharper competitive edge! Thu, Nov 19, 2015 –30 mins
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SMB Business Intelligence: The magic of Tableau and DataSelf
What Tableau offers that no one else can — and how the rest of DataSelf Analytics makes Tableau even faster, even more reliable, and even easier to use. Thu Nov 12, 2015 – 20 mins
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How Sage Summit 2015 changed self-service BI and analytics
Solution overview for management and report authors. Wed, Aug 26, 2015 – 30 mins
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DataSelf Analytics for Sage X3
Solution overview for management and report authors. Thu, Jul 16, 2015 – 30 mins
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DataSelf Analytics Tips – for Calculated Measures
Solution overview for management and report authors. Thu, Jun 25, 2015 – 30 mins
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The new DataSelf Analytics 9: Self-service BI, complete and polished
Solution overview for management and report authors. Thu, Jun 4, 2015 – 60 mins
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The board has questions, and the CEO had to have answers from Sage 100
Solution overview for management and report authors. Thu, May 21, 2015 – 30 mins
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The board has questions, and the CEO had to have answers from Sage 300
Solution overview for management and report authors. Thu, May 21, 2015 – 30 mins
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The board has questions, and the CEO had to have answers from Sage 500
Solution overview for management and report authors. Thu, May 7, 2015, 30 mins
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The board has questions, and the CEO had to have answers from Sage CRM
Solution overview for management and report authors. Thu, May 7, 2015, 30 mins
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DataSelf Analytics 9 for SalesLogix
Solution overview for management and report authors. Thu, Apr 16, 2015, 30 mins
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DataSelf Analytics 9 for Sage ERP X3
Solution overview for management and report authors. Thu, Apr 16, 2015, 30 mins
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TPAC/Sage 300 and DataSelf Analytics
Solution overview for management and report authors. Thu, Apr 2, 2015, 45 mins
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Tips – Filtering with DataSelf Analytics (Tableau) – Part I – The Basics
Solution overview for management and report authors. Thu, Mar 12, 2015, 30 mins
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Resellers: How to profit from DataSelf Analytics
Solution overview for management and report authors. Thu, Mar 5, 2015, 40 mins
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DataSelf Analytics for Sage ERP
Solution overview for management and report authors. Thu, Feb 5, 2015, 30 mins
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DataSelf Analytics for Sage ERP X3
Get more value out of Sage ERP X3 – Nov 20, 2014, 30 mins
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DataSelf Analytics Product Demo
Watch a full-hour product demo about how self-service analytics and BI can liberate people who use reports and dashboards and people in charge of creating them. Oct 23, 2014, 1 hour
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Self-service BI that Liberates Accounting and IT Stuff
Business users slice, dice, and discover data insights on their own for better decisions — and IT and accounting staff get to do the work they really need to do. Oct 9, 2014, 30 mins
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How Analytics Changes at Sage Summit 2014
DataSelf Analytics 8.2, the latest release for simplified and amplified best-of-breed data analysis technology — based on Tableau and Microsoft BI. Sep 3, 2014, 30 mins
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5 Minutes to New Sales with Analytics
Learn how dashboards can help you find hidden opportunities that can increase your sales. Jun 19, 2014, 30 mins
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BI panel: A distributor’s perspective, the pros and cons
How SawStop is spinning analytics to reach more channels and customers, and at the end of the day, stopping table saws from hurting people. Apr 24, 2014, 30 mins
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Analytics and BI for SalesLogix
Designed for those struggling to get the right information out of their SalesLogix. Apr 10, 2014, 30 mins
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Microsoft BI for SMBs
Designed for those struggling to get the right information out of your Microsoft. Mar 28, 2014, 30 mins
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Tableau for SMBs
Designed for those struggling to get the right information out of Tableau. Mar 27, 2014, 30 mins
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Analytics and BI for Microsoft NAV (Navision)
Designed for those struggling to get the right information out of your Microsoft NAV. Mar 27, 2014, 30 mins
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Analytics and BI for Sage PRO (Accpac, Pro, SBT)
Learn how you can extend your current Sage Pro investment through the power of business intelligence (BI) and analytics. Mar 6, 2014, 30 mins
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Analytics and BI for Microsoft GP (Great Plains)
Designed for those struggling to get the right information out of your Microsoft GP (Great Plains). Mar 24, 2014, 30 mins
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Partnering for Profit with DataSelf Analytics
Design for those reselling ERP and/or CRM systems. Learn proven strategies to boost your sales using DataSelf Analytics. Feb 18, 2014, 30 mins
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Cloud-based Analytics
Get the basic concepts, benefits and drawbacks of cloud-based analytics. Feb 6,02014, 30 mins
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Proclarity Replacement
ProClarity is being phased out and DataSelf is excited to announce a simple and affordable upgrade path. Dec 19, 2013
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Improving manufacturers operations using KPIs
Learn how to quickly and efficiently identify and track manufacturing KPIs (Key Performance Indicators). Dec 5, 2013
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Critical Metrics for distribution companies
Learn how DataSelf has helped distribution companies like yours, by providing a time-saving, easy to use analytics and reporting platform. Nov 21, 2013
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Analytics for Field Service Enterprise (Panel)
Looking to get more operational decision information out of your Automated Service and Sage 100 ERP? Sep 19, 2013
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