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
– 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.