Data modeling
Define tables from a CSV column map — text, number, date, picklist, and formula columns. Ship freight, finance, or ops datasets without wiring full CRM modules.
Data & Analytics plugin
Data Studio
Model operational and finance datasets in a focused workspace: upload column definitions, import CSV rows, connect external MySQL sources on a schedule, apply row formulas and rate-card lookups, reconcile mismatches, and ship reports and DMS-backed exports — with Forecast and BI on every table you create.
- Data definition wizard — columns, types, and row formulas from CSV
- CSV import and upsert by unique key column
- External database connections with scheduled sync
- Rate card templates — zone and weight slab reconciliation
- Module dashboards, report builder, and record totals
- Documents (DMS) for definitions, exports, and audit files
- Formula events for calculated fields on insert/update
- Focused workspace — no storefront or production ERP clutter
Load & sync
Import CSV batches or connect external MySQL with scheduled polling. Upsert on a unique key so reconciled rows stay current.
Reconciliation
Rate-card wizards for zone and weight slabs, LOOKUP formulas across tables, and formula events that recalculate when source rows change.
Report builder
Dashboard tiles, saved report layouts, Forecast trends, and BI roll-ups on every modeled table — export when finance needs proof.
Documents included
Store definition files, reconciliation workbooks, and signed-off exports in DMS — same tenant security as your tables and reports.