Sage 200 Evolution Predefined Analyses

When you install the Sage 200 Evolution template, you get a collection of predefined analyses built for Sage 200 Evolution: data models, views, dashboards, and workbooks. Everything listed below is ready to use and can be customized to fit your needs.

Data Models

Data models organize and structure your Sage 200 Evolution data. Each data model includes one or more views that display the data visually through charts, KPIs, gauges, worksheets, maps, and more.

SalesSales transactions and customer activity.

PurchasingPurchase order lines and requisitions.

InventoryInventory balances and stock levels.

Job CostingJob costing GL entries and job costing transactions.

FinanceAR and AP transactions, GL balances, budgets, and exchange rates.

Dashboards

Dashboards display multiple views on a single screen. Views inside a dashboard typically share a common theme, like finance or sales, so related data appears together.

SalesSales performance and customer activity.

Purchase OrdersPurchase order status and activity.

InventoryCurrent on hand stock and historical inventory data.

Job CostingJob costs, budgets, and project tracking.

Workbooks

Workbooks are spreadsheets built inside SEI. They support formulas, pivot tables, slicers, sparklines, and data extractions to analyze your Sage 200 Evolution data in a spreadsheet format.

Trial BalanceDebit and credit balances by account.

Balance SheetAssets, liabilities, and equity with a rolling 12 month view.

Profit and LossMultiple layouts including forecast, budget vs. actual, and multi year comparisons.