Sage X3 Predefined Analyses
When you install the Sage X3 template, you get a collection of predefined analyses built for Sage X3: 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 X3 data. Each data model includes one or more views that display the data visually through charts, KPIs, gauges, worksheets, maps, and more.
Common DataAddresses, business partners, products, currency rates, and configuration.
FinanceGL transactions, AP/AR aging, budgets, chart of accounts, and financial KPIs.
SalesInvoice analysis (TY vs LY), deliveries, orders, returns, and average payment days.
CRMTasks, phone calls, and appointments.
PurchasingPurchase orders, returns, invoices, and average payment days to suppliers.
LogisticsInventory management, delivery performance, stock locations, and stock journal.
Preventive MaintenancePreventive maintenance schedules and records.
Project ManagementProject P&L, sales, costs, financial summaries, expenses, and task planning.
ManufacturingWork orders, production reports, variances, planning, and workload.
Non ConformanceNon conformance records and tracking.
OLAP CubesPreconfigured cubes for finance, sales, manufacturing, purchasing, and budgets.
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 X3 data in a spreadsheet format.