Infor M3 Business Intelligence
Infor M3 confirms 5 of the 14 business intelligence capabilities we track, with a further 4 partially covered. Its deepest coverage is in Financial Reporting; it is thinnest on Self-Service Analytics.
Infor M3 provides solid business intelligence functionality covering most mid-market requirements. It is not a core differentiator, but it handles standard workflows effectively.
- 5of 14
- Capabilities confirmed
- 60
- Documented features
- Financial Reporting
- Strongest area
- Self-Service Analytics
- Thinnest area
How Infor M3 scores against the 14 business intelligence capabilities we track across every ERP in our catalogue.
- Financial Reporting4 of 7
- Self-Service Analytics1 of 7
“Not documented” means our research has not confirmed the capability either way — it is not a finding that Infor M3 lacks it. Coverage is scored against one shared capability list, so it is comparable between products.
The business intelligence scope Infor M3 ships, grouped as the product itself organises it.
Managing Group Consolidation9
Covers consolidating financial results from subsidiaries into a parent company's accounts, including chart-of-accounts conversion and subsidiary configuration.
- Configure transfer of consolidation transactionsControls how a subsidiary's consolidation data gets processed into M3 Group Consolidation, using separate setup for general ledger and other transaction types.
- Create and approve consolidation proposal for subsidiaryCreates and approves a subsidiary's consolidation proposal, covering balance sheet and income statement figures for the parent company.
- Define consolidation settings for subsidiaryConfigures the basic data a subsidiary needs to generate consolidation figures for its parent company.
- Define conversion of subsidiary's chart of accountsDefines how a subsidiary's accounts map onto the parent company's ledger structure, enabling group consolidation across the business.
- Enable M3 Group ConsolidationConfigures M3 Group Consolidation so account balances can be grouped across every unit that makes up the company.
- Configure transfer of consolidation transactionsControls how a subsidiary's consolidation data gets processed into M3 Group Consolidation, using separate setup for general ledger and other transaction types.
- Create and approve consolidation proposal for subsidiaryCreates and approves a subsidiary's consolidation proposal, covering balance sheet and income statement figures for the parent company.
- Define consolidation settings for subsidiaryConfigures the basic data a subsidiary needs to generate consolidation figures for its parent company.
- Define conversion of subsidiary's chart of accountsDefines how a subsidiary's accounts map onto the parent company's ledger structure, enabling group consolidation across the business.
- Enable M3 Group ConsolidationConfigures M3 Group Consolidation so account balances can be grouped across every unit that makes up the company.
- Managing group consolidationConsolidates the accounts of multiple units within a multinational company, even where each subsidiary operates under its own rules.
- Register subsidiary for parent companyRegisters each subsidiary that sends consolidated transaction data up to the parent company for group reporting.
- Update parent company with consolidation transactionsUpdates the parent company's general ledger and budget with consolidation transactions received from its subsidiaries.
Will Infor M3 meet your managing group consolidation needs? Build your requirements and perform a full analysis.
Build my requirements →Creating Financial Reports25
Covers building and running custom financial reports in M3, including report structure, access control, and country-specific electronic reporting formats.
- Create Account Translation ScenarioSets up a scenario for translating accounts between different reporting or accounting structures for financial reporting purposes.
- Authorize Access to Online ReportsAuthorizes specific users to access an online report in full or restricts them to only certain parts of it.
- Create Category Group for Claim/Liability ReportsCreates a category group used to classify customer and supplier invoices within claim and liability reports.
- Create CellsCreates calculation or text cells used within a financial report definition.
- Create ColumnsDefines the text, detail, calculation, or percentage columns included in a financial report.
- Create Account Translation ScenarioSets up a scenario for translating accounts between different reporting or accounting structures for financial reporting purposes.
- Authorize Access to Online ReportsAuthorizes specific users to access an online report in full or restricts them to only certain parts of it.
- Create Category Group for Claim/Liability ReportsCreates a category group used to classify customer and supplier invoices within claim and liability reports.
- Create CellsCreates calculation or text cells used within a financial report definition.
- Create ColumnsDefines the text, detail, calculation, or percentage columns included in a financial report.
- Create LinesDefines the text, detail, calculation, or external lines included in a financial report.
- Create Report HeaderCreates a report header template that determines a report's appearance and how and where it prints.
- Electronic Accounts Receivable Audit ReportCreates electronic accounts receivable audit files required by different countries' tax authorities.
- Electronic Report for Accounting IdentitiesGenerates the electronic chart-of-accounts report required by the Mexican tax authority.
- Electronic SAF-T Report Version for country version LithuaniaGenerates the Standard Audit File for Tax version required for Lithuania.
- Electronic SAF-T Report Version 2 for country version NorwayGenerates version 2 of the Standard Audit File for Tax required for Norway.
- Electronic Z4 reporting to bankReports Z4 cross-border service payment transactions electronically to the German Bundesbank.
- Manage Claim/Liability ReportsCreates electronic claim and liability reports, classifying invoices into categories.
- Manage E-InvoiceCreates electronic invoices in the format expected by Infor Localization Services Platform, based on the standard invoice business object document.
- Manage Invoice BOD DataCreates the business object document data needed for an invoice when it is generated in M3 Business Engine.
- Online Invoicing ProcessingProduces XML files from customer invoice records so they can be sent on to tax authorities via online invoicing.
- Online Invoicing Processing for HungaryRuns online invoicing for Hungary, generating XML files for customer invoice transactions sent to tax authorities.
- Online Invoicing Processing XML Structure for HungaryLays out how the XML files built for Hungary's online invoicing process are structured.
- Manage supplier e-invoice for foreign or small domestic suppliersTracks and manages e-invoices submitted to government authorities for foreign or small domestic suppliers, including status and feedback.
- Report DefinitionDefines a financial report used to organize and present information clearly within the financial system.
- View Report Online and Drill Down to Individual Transactions in General LedgerReviews a financial report created with the M3 Report Generator online and drills down to the underlying vouchers and transactions.
- Manage Financial ReportsBuilds and configures financial reports in XML, CSV, or flat-file form, or fires off events based on the underlying data.
- Manage financial report proposalManages the creation and processing of financial report proposals generated from the Financial Report program.
- Manage Financial Report GroupsCreates and manages groups of financial reports so proposals and files for multiple reports can be triggered together.
Will Infor M3 meet your creating financial reports needs? Build your requirements and perform a full analysis.
Build my requirements →Sales Statistics26
Covers sales budgeting, forecasting, and statistics, including building datasets, tracking budget and demand data, calculating forecasts, and reporting on sales performance.
- Accumulator FieldStores a named database field within a dataset that holds either projected budget figures or past statistical values.
- Adjust Budget ValuesAdjusts accumulator field values within a defined sales budget version.
- Calculate Budget Distribution PercentagesCalculates the ratios that spread budget values from one dataset level down to a lower one.
- Calculating Sales ForecastsAutomatically recalculates forecast values for future periods based on the latest actual period data.
- Copy Demand in DatasetCopies or moves figures between fields inside a dataset, such as shifting budget quantities from one item to another.
- Accumulator FieldStores a named database field within a dataset that holds either projected budget figures or past statistical values.
- Adjust Budget ValuesAdjusts accumulator field values within a defined sales budget version.
- Calculate Budget Distribution PercentagesCalculates the ratios that spread budget values from one dataset level down to a lower one.
- Calculating Sales ForecastsAutomatically recalculates forecast values for future periods based on the latest actual period data.
- Copy Demand in DatasetCopies or moves figures between fields inside a dataset, such as shifting budget quantities from one item to another.
- Create Sales Budget VersionCreates and activates a sales budget version, subordinate to a dataset, ready for values to be entered against it.
- Create Sales ForecastAutomatically calculates and saves sales forecasts per dataset and period.
- DatasetDefines a user-defined dataset that accumulates budget and statistical data, with selection and sorting to limit its size.
- Demand Type - Sales StatisticsSeparates demand data by source using demand types that regulate which transactions form the basis of calculations.
- Display Budget and StatisticsDisplays budget and statistical reports defined for a dataset.
- Enter Budget Distribution PercentagesEnters the ratios that spread budget values from a higher dataset level down to a lower one.
- Export Data from Dataset to a FileExports dataset data to a file for further processing in tools such as Microsoft Excel.
- Forecast Formula - Sales StatisticsUses a mathematical formula based on demand history to automatically calculate a sales forecast.
- Forecast Simulation - Sales StatisticsCompares different forecast methods to identify which would have produced the most accurate result historically.
- Import and Export for M3 Dataset DefinitionsImports and exports M3 dataset definitions between companies or environments.
- Order Entry StatisticsBuilds line-level and summarized statistics from customer orders for reporting purposes.
- Print Budget and StatisticsPrints budget and statistical reports defined for a dataset.
- Re-create Detailed Order Entry StatisticsRebuilds detailed order entry statistics data, automatically recreating all affected datasets.
- Re-create Order Entry Statistics in DatasetsRebuilds accumulated statistics tied to order entry within a dataset, including retroactively updating newly created ones.
- Report ProcessingRuns reports comparing budget figures against recorded statistical values in a dataset.
- Sales BudgetingCreates and updates sales budgets, storing them in datasets as statistical transaction data.
- Sales Budgets and StatisticsTracks progress toward monetary, numeric, and qualitative sales goals using user-defined datasets.
- Sales StatisticsBuilds line-level and summarized statistics that feed into sales and other reports.
- Sales Statistics - Customer OrderCompiles sales statistics from all invoicing activity in customer order processing, recorded by accounting date.
- Transfer sales budget to item forecastTransfers sales budget values into item-level forecasts for a selected warehouse and the master demand schedule.
Will Infor M3 meet your sales statistics needs? Build your requirements and perform a full analysis.
Build my requirements →Infor M3 Business Intelligence screens
What business intelligence actually looks like in Infor M3.
The Infor M3 Evaluation Kit
An independent assessment of Infor M3 — strengths, gaps and real pricing — plus a requirements template you can score its business intelligence against alongside every other system on your shortlist.
Infor M3 Evaluation Kit
2026 Edition · PDF guide + XLSX template
ERP Research
- Buyer's guide (PDF): Infor M3 independently assessed — where it is strong, where it is not, and what it actually costs
- Requirements template (XLSX): weight your requirements and score vendors side by side
- Built to work with the 14 business intelligence capabilities scored on this page
- The questions to put to the vendor and to implementation partners
Infor M3 Evaluation Kit
Infor M3 add-ons & integrations
Extend Infor M3 with best-of-breed software that integrates with it:
Business Intelligence coverage across the systems most often shortlisted alongside it, scored against the same capability list.
| Area |  |  |  |  |
|---|---|---|---|---|
| Financial Reporting | 4+2/7 | 4+2/7 | 4+2/7 | 2+5/7 |
| Self-Service Analytics | 1+2/7 | 0+2/7 | 5+1/7 | 5+1/7 |
Each cell reads confirmed+partial/scored. Grey reflects capabilities our research has not confirmed either way — it is not a finding that a product lacks them.
Business Intelligence — strength by vendor
| Vendor | Strength | Best for | Starting price | Implementation | Actions |
|---|---|---|---|---|---|
| ★★★ strong | Mid-market and standardised enterprises wanting fast time-to-value | $180/user/mo | 3–6 months | |
| ★★★ strong | Large, complex enterprises needing deep customisation and controlled upgrades | Custom | 6–18 months | |
 | ★★★ strong | Fast-growing mid-market companies wanting unified cloud ERP | $99/user/mo | 4–9 months | |
 | ★★★ strong | Large enterprises moving from on-premise Oracle to cloud | Custom | 9–18 months | |
| ★★★ strong | Mid-to-large companies in the Microsoft ecosystem | $50/user/mo | 6–14 months | |
| ★★★ strong | Service companies and nonprofits needing deep financial management | Custom | 3–6 months | |
| ★★★ strong | Large enterprises wanting industry-specific cloud ERP | Custom | 9–18 months | |
 | ★★★ strong | People-centric organisations needing unified HR + finance | Custom | 6–12 months |
Evaluating business intelligence on Infor M3
What to put in front of the vendor before you commit.
- 1Self-service report building (no IT dependency)
- 2Real-time vs batch reporting
- 3Integration with Power BI, Tableau, or Looker
- 4Embedded AI and predictive analytics
- 5Mobile dashboard access
Infor M3 starts at a custom quote with a typical total cost of $250K–$1.5M and a 8–15 months implementation.
Full Infor M3 pricing breakdown →Need help evaluating Infor M3 business intelligence?
Tell us what you need it to do and we'll help you work out whether Infor M3 is the right fit — and which partners have done it before.
Infor M3 Business Intelligence FAQ
Does Infor M3 include native business intelligence tools?
M3 offers basic reporting — Creating Financial Reports and Sales Statistics are cataloged — but with only a few native capabilities, most M3 customers rely on Infor's separate analytics products or third-party BI tools for company-wide dashboards and self-service reporting.
Can Infor M3 generate financial reports natively?
Yes, Creating Financial Reports and Managing Group Consolidation support standard financial statement output directly from M3's ledger, sufficient for routine reporting though not a substitute for a dedicated analytics platform.
Does Infor M3 track sales statistics and trends?
Yes, Sales Statistics provides historical order and revenue analysis natively, though deeper cross-functional analytics — combining production, quality, and financial data — typically requires exporting M3 data to a separate BI tool.
Does Infor M3 support drill-down analysis on financial data?
Native drill-down is limited to the standard reports; for interactive drill-down and cross-module analysis, M3 customers typically connect the platform to a dedicated BI tool rather than relying on M3's built-in reports alone.
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