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

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Template-sets:

Since 2005, DataSelf has been refining and building report and dashboard templates so our clients can focus on analyzing their data on day one. Scroll down to view a summary of our templates, sample screenshots, and click the button below to download the full list of templates.

Download full list or reports, dashboards and KPIs

CRM (1,500+ KPIs)

Account (50 KPIs)
Accounts by parent account, account age, acct manager, location, status, etc.
Activity (50 KPIs)
Activities by account, acct manager, contact, status, time, etc.
Cases/Tech Support (680 KPIs)
Tickets by account, acct manager, contract, technician, status, time, etc.
Lead (50 KPIs)
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.

Core Financials (1,500+ KPIs)

AP Open Payables (350 KPIs)
Outstanding payables by vendor, vendor groupings, due date, discount date, aging, etc.
AR Open Receivables (550 KPIs)
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.

Distribution (4,500+ KPIs)

IN Inventory On Hand (300 KPIs)
Current On Hand values and quantities by item, item groupings and warehouse/location.
IN Inventory History (460 KPIs)
Inbound and outbound inventory moves over time, cost and quantity. Might require custom work.
IN OH by Month (50 KPIs)
Historical On Hand trending by item, item groupings and warehouse/location.
PO Open Purchase Order (510 KPIs)
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)
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.

Manufacturing

Please contact us for details.

Services

Watch the demo below for an example of using DataSelf Analytics for Services.

Please contact us for details.

Inventory Planning

Watch the demo below for an example of using DataSelf Analytics for inventory planning.

Please contact us for details.

Budget and Forecast

Please contact us for details.

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