Sage 100 North America Predefined Analyses

When you install the Sage 100 North America Standard or Premium template, you get a collection of predefined analyses built for Sage 100 North America: 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 100 data. Each data model includes one or more views that display the data visually through charts, KPIs, gauges, worksheets, maps, and more.

SalesOrders, invoices, and revenue analysis.

Accounts PayableVendor balances, payments, and open invoices.

Accounts ReceivableCustomer balances, open invoices, and invoice history.

General LedgerAccount summaries, transactions, budgets, and financial KPIs.

Inventory ManagementItem details, sales by item, and low stock tracking.

Item History Price & CostItem pricing and cost changes over time.

Material/Inventory RequirementsVendor actions, work orders and purchase orders to create, and demand forecasting.

Purchase OrderOpen purchase orders and their status.

RMAReturn authorizations and return trends.

Job CostOpen job status and cost breakdowns by code.

Production ManagementProduction summary, header details, and execution tracking.

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.

FinancePayables, receivables, cash flow, profit summaries, and financial health metrics.

History Price & CostItem pricing and cost changes over time.

SalesSales summaries, trends, anomalies, top performers, and geographic performance.

Sales and InventorySales activity and stock levels side by side.

ProcurementPurchasing activity and vendor tracking.

Production ManagementProduction management overview and execution details.

Workbooks

Workbooks are spreadsheets built inside Nectari. They support formulas, pivot tables, slicers, sparklines, and data extractions to analyze your Sage 100 data in a spreadsheet format.

Trial BalanceDebit and credit balances by account.

Balance SheetAssets, liabilities, and equity with a rolling 12 month view.

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

Cash FlowCash flow statements with current and forecast views.