Sage 200 UK Predefined Analyses

When you install the Sage 200 UK template, you get a collection of predefined analyses built for Sage 200 UK: 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 UK data. Each data model includes one or more views that display the data visually through charts, KPIs, gauges, worksheets, maps, and more.

Common DataStock list and alternative items.

Purchase LedgerPurchase transactions and supplier activity.

Sales LedgerSales transactions and transaction variances.

Nominal LedgerNominal ledger accounts and balances.

Stock ControlCurrent transactions, stock allocations, and stock movements.

Purchase Order ProcessingPurchase invoices, credits, orders, returns, and receipts.

Sales Order ProcessingSales invoices, credits, orders, returns, and despatches.

Bill Of MaterialsBill of materials structure and components.

Project AccountingProject actuals vs. budgets and project transactions.

Cash BookCash book transactions and entries.

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.

Workbooks

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

Trial BalanceDebit and credit balances by account.

Balance SheetAssets, liabilities, and equity with rolling 12 month and forecast layouts.

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

Cash FlowCash flow statements with current and forecast views.