Sage 500 Predefined Analyses
When you install the Sage 500 template, you get a collection of predefined analyses built for Sage 500: data models, views, and dashboards. Everything listed below is ready to use and can be customized to fit your needs.
Data Models
Data models organize and structure your Sage 500 data. Each data model includes one or more views that display the data visually through charts, KPIs, gauges, worksheets, maps, and more.
SalesCustomers, returns, invoices, sales history, and sales orders.
LogisticsPicking, inventory, shipments, stock status, and RMAs.
FinanceGL accounts and transactions, AR payments, cash management, aging analysis, and budget analysis.
ManufacturingBills of materials, labor assignments, routings, production analysis, and work orders.
PurchasingPurchase orders, receipts, vendor history, payments, landed costs, and voucher details.
Project AccountingProjects, invoices, profitability, resources, and utilization.
Data WarehousePreconfigured cubes for finance, purchase orders, and sales.
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.