Analytics

A semantic layer over live ERP data: KPIs, drill-to-source, forecasting, workbooks and board packs.

16 screens: Balanced Scorecards, All Dashboards, Create Dashboard, Data Sources, Data Catalog…

Step-by-step guides

Do it from start to finish

Task-based walkthroughs for Analytics. Each one follows the real menus, in the order you would use them.

8 min

Explore the data, save an analysis and pin it to a dashboard.

1
Look at business health
Open Analytics → Business Health and KPIs for the headline numbers computed from your own data.
2
Explore
Open Data Explorer, choose a data source, measure and dimension, and drill from any chart to the documents behind it.
3
Save and pin
Save the analysis, then Create Dashboard and add it as a tile.
4
Share
Use Board Packs and Scheduled Deliveries to send the numbers to your team on a schedule.

7 min

Schedule a monthly pack and get warned when a number moves.

1
Choose the KPIs
Open Analytics → KPIs and pick what matters.
2
Build a board pack
Open Board Packs and add the dashboards and analyses to include.
3
Schedule delivery
Use Scheduled Deliveries to email it monthly.
4
Set alerts
Open Alerts and define a threshold; you are notified when a figure crosses it.