Do you need refined analysis tools and dashboards to better manage your business?
Use the "Analytics" app to create your own analysis tables. Select your indicators and quickly visualize the results and performance of your business.
Track your organization's key data by period (weekly, monthly, quarterly, annual, etc.), value, volume, average. Multiply the analysis criteria, apply filters for greater precision and analysis of your information.
All your sales, HR and purchasing data are transformed into DATA and graphics, enabling you to understand and strategically approach your company's long-term vision.
Activating the app adds a new "Analytics" menu to the application's "dashboards" tab
On this analysis page, select the object for which you wish to create an analysis: business quotes, invoices, purchases, expense reports, etc.
1. Setting up an analysis
- Data source: the object to be analyzed
- Analyzed value: the field of the object analyzed, i.e. the data forming the basis of the reporting.
- The operation: the information you wish to consult. You can obtain a sum, an average, a minimum, a maximum, or a count of the number of objects per time period. You can also extract the "top": the most represented values in your data.
- The reference date: whether the value is expressed on the basis of the object's creation, modification or any other object date
- Period: to obtain results by week, month, quarter, year, etc.
- Comparison: to compare one period with another, select "week", "month", "quarter" or "year". On the graph and in the generated data table, the main data will be compared with the data for the chosen period.
- Start and end dates
- Filters: a querier for filtering statistics. Specific filters are available for each object
For each new filter, select :
- Filter name
- La qualité de la variable : = ; > ; >= ; <; =<
- The variable
Click on "+ add" to include the filter in your query, and add as many filters as you like.
Validate your query to obtain the results of your analysis:
- A graph of the data for each period between the requested start and end dates.
- A table listing the results for each period
2. A few examples
Analytics allows you to obtain over a period :
- Your average export quotation amounts, for one sales person, per week, whose progress has been accepted by the customer.
- The number of deals with a confidence level of over 50% for a given product category, for a given sales rep, and which are linked to a company's analytical project code.
- The amount of timesheet lines to be re-invoiced, linked to a salesperson and a project
- Invoice margin amounts generated on e-commerce site or physical store sales by a particular manager over the last 6 months
- Your top5 billed customers by period
- Your top 10 countries for quotations
- Your top50 products sold by period
- Your top5 delivered product categories
- etc.
3. Further information
Do you need other indicators? Contact us for a customized study
