Sage 300 Predefined Analyses
When you install the Sage 300 template, you get a collection of predefined analyses built for Sage 300: 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 300 data. Each data model includes one or more views that display the data visually through charts, KPIs, gauges, worksheets, maps, and more.
Accounts PayableAging balances, vendor statistics, posted transactions, and payment details.
Accounts ReceivableAging balances, customer statistics, posted transactions, and invoice payments.
FinanceAccount summaries, detailed transactions, budgets, and cash conversion cycle.
Sales AnalysisSales history and invoice comparisons (this year vs. last year).
Project and Job CostingTransactions, contracts, projects, categories, and staff.
PurchasingPurchase orders and purchase order line details.
InventoryLocation details, historical transactions, and transfers.
Order EntryOrders, invoices, shipments, and credit notes with historical and summary views.
ConfigurationTemplate scripts, currency rates, and reporting codes.
OLAP CubesPreconfigured cubes for sales invoices, financial KPIs, and cash conversion cycle.
Service ManagerEquipment install base, combined sales, SLA agreements, jobs, and stock arrivals.
Auto Simply (Manufacturing)Manufacturing orders, quotations, transaction history, issuances, and bills of materials.
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.
Workbooks
Workbooks are spreadsheets built inside SEI. They support formulas, pivot tables, slicers, sparklines, and data extractions to analyze your Sage 300 data in a spreadsheet format.