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Available in Beta version
This module is offered in Beta to Advanced and Enterprise clients. The goal: to collect your feedback in order to improve features and content according to your needs.
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Configuration and access
Step 1: Activate the module
Go to Administration > Manager/Role > Manager/Role card > Planning & Reporting tab, where you will find an Analytics section: check the box to allow your employee to access the module.
Your employee will then see the list of all available dashboards. However, they will only be able to view the content of dashboards linked to modules they already have access to.
Example: to view the content of the dashboard focused on opportunities in the sales pipeline, access to the Opportunities module is required.
Need help with permissions?
Find all the information about permission settings in our dedicated tutorial!
Step 2: Log in to the module
Once the Analytics module is activated, it is accessible from the sidebar menu via the quick access button. You can add it to your menu's default configuration if you wish.
Module contents
The Analytics module offers predefined dashboards to address your business use cases. These are pages presenting, in a single view, several widgets (metrics, graphs, etc.) assembled to meet a business use case.
Dashboards currently available:
Resource production monitoring (Turnover, cost, profitability related to production)
Pipeline opportunities monitoring (number, associated turnover, breakdown by state, etc.)
Sales dynamics monitoring (meetings, RT, won positionings, etc.)
Staff structure (Total staff, payroll costs, staff breakdown, etc.)
The number of available contents is limited during the Beta: it will be enriched based on your feedback. Let us know your needs via our portal.