5,000+ out-of-the-box Reports, Dashboards and KPIs

Home/5,000+ out-of-the-box Reports, Dashboards and KPIs

CRM (1,500+ KPIs)

Account (50 KPIs) Samples
Accounts by parent account, account age, acct manager, location, status, etc.
Activity (50 KPIs) Samples
Activities by account, acct manager, contact, status, time, etc.
Cases/Tech Support (680 KPIs) Samples
Tickets by account, acct manager, contract, technician, status, time, etc.
Lead (50 KPIs) Samples
Leads by contact, conversion data, location, etc.
Opportunity (1,000 KPIs) Samples
Opportunities by account, acct mgr, campaign, product, status, probability, amounts, etc.

 DataSelf provides plug-and-play templates for the following CRM systems:
Infor CRM
MS Dynamics 365
MS Dynamics CRM
Sage CRM
Salesforce
Sugar CRM

Contact us to discuss other CRM systems.

ERP Core Financials (1,500+ KPIs)

AP Open Payables (350 KPIs) Samples
Outstanding payables by vendor, vendor groupings, due date, discount date, aging, etc.
AR Open Receivables (550 KPIs) Samples
Outstanding receivables by customer, salesperson, customer groupings, due date, aging, etc.
GL Balances (100 KPIs) Samples
Balance sheet and income statement trends & ratios. Might allow drilldown to underlying data. Might require custom work.
GL Transactions (610 KPIs) Samples
Posted amt by accounts, account groups, account segments, dates, financial ratios, etc. Might require custom work.
GL Financials (100 KPIs) Samples
Income Statement, Balance Sheet and GL Groupings Analytics.

ERP Distribution (4,500+ KPIs)

IN Inventory On Hand (300 KPIs) Samples
Current On Hand values and quantities by item, item groupings and warehouse/location.
IN Inventory History (460 KPIs) Samples
Inbound and outbound inventory moves over time, cost and quantity. Might require custom work.
IN OH by Month (50 KPIs) Samples
Historical On Hand trending by item, item groupings and warehouse/location.
PO Open Purchase Order (510 KPIs) Samples
Outstanding purchase orders by vendor, product, warehouse/location, dates, etc.
SA Sales Analysis (1,300 KPIs) Samples
Invoices (sales, qty and GP) by customer, acct manager, product, address, ship to, location/warehouse, etc.
SO Sales Order (2,430 KPIs) Samples
Open and booked orders by salesperson, customer, product, customer address, ship to, location/warehouse, etc.

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.

The actual reporting package may be slightly different. Subject to change without notice.