Browse sample dashboards and reports by product

Sample Report

Sales by Customer – Live

Sample Report

Sales by Salesperson – Live

View sales by salesperson over time, who their top customers were, and compared to other salespeople. There is a live…

Sample Report

Accounts Receivable – Live

Get views of accounts' receivable balances, aging, and top customers. Uses a live connection to the data source with this…

Sample Report

Accounts Payable – Live

Sample Report

Inventory – Live

Sample Report

Finance – Income Statement – Live

Get various views of assets and liabilities over time with this dashboard. This sample uses a live connection to the…

Sample Report

Finance – Balance Sheet – Live

Sample Report

Sales by Salesperson – Import

Sample Report

Sales by Customer – Import

Sample Report

Accounts Receivable – Import

Sample Report

Accounts Payable – Import

Sample Report

Inventory – Import

Sample Report

Finance – Income Statement – Import

Sample Report

Finance – Balance Sheet – Import

Sample Report

Open Sales Order Lines

Sample Report

Open Purchase Order Lines

Sample Report

Average Unit Cost Over Time

Sample Report

Salesperson Performance Overview

Sample Report

Top Customer Overview

Sample Report

Sales by Item Category Over Time

Sample Report

Accounts Payable Aging