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Analytics Dashboard

Data-driven insights and visual analytics for informed decision-making

Analytics Overview

Real-time dashboards, custom reports, and AI-powered insights across all modules

Dashboard Overview

Pre-built Dashboards

Executive Dashboard

KPIs, revenue, expenses, headcount

Sales Dashboard

Pipeline, win rate, deal velocity

HR Dashboard

Turnover, attendance, performance

Finance Dashboard

Cash flow, AR/AP, profitability

Custom Dashboards

  1. Navigate to Analytics → Dashboards → Create New
  2. Drag and drop widgets from library
  3. Configure data sources and filters
  4. Customize layout and styling
  5. Share with team or keep private

Chart Types & Visualizations

Bar Charts

Compare categories

Line Charts

Trends over time

Pie/Donut

Part-to-whole

Area Charts

Cumulative values

Scatter Plots

Correlations

Heatmaps

Intensity patterns

Funnel Charts

Conversion stages

Gauge Meters

KPI progress

Tables

Detailed data

Interactive: Click, drill-down, filter, and export all visualizations

Filtering & Segmentation

Global Filters

Apply Across Dashboard

Date range, department, region, product, customer segment

Common Filter Options

Date Range:
  • Today, Yesterday, Last 7/30/90 days
  • This/Last Week, Month, Quarter, Year
  • Custom range picker

Comparisons:
  • vs Previous Period
  • vs Same Period Last Year
  • vs Budget/Forecast

Dimensions:
  • By Department, Team, Region
  • By Product, Category, Channel
  • By Customer Type, Segment

Report Builder

Creating Custom Reports

  1. Go to Analytics → Reports → New Report
  2. Select data source (CRM, HR, Finance, etc.)
  3. Choose columns/fields to include
  4. Add calculated fields and formulas
  5. Apply filters and grouping
  6. Set sorting and formatting
  7. Save and schedule automated delivery

Calculated Fields

Example Formulas:

// Profit Margin
(Revenue - Cost) / Revenue * 100

// Customer Lifetime Value
Average_Order_Value * Purchase_Frequency * Customer_Lifespan

// Employee Turnover Rate
(Departures / Average_Headcount) * 100

// Days Sales Outstanding
(Accounts_Receivable / Total_Credit_Sales) * Days_in_Period

AI-Powered Insights

🔍 Anomaly Detection

Automatically flag unusual patterns in revenue, expenses, or KPIs

📈 Predictive Analytics

Forecast sales, churn risk, and inventory needs with ML models

💡 Smart Recommendations

Get AI-suggested actions based on data patterns

🗣️ Natural Language Queries

Ask questions in plain English: "Show me top 10 customers by revenue last quarter"

Sharing & Collaboration

Email Delivery

Schedule daily/weekly/monthly reports

Slack/Teams Integration

Post dashboards to channels

Public Links

Share with password protection

Export

PDF, Excel, CSV, PowerPoint

Data Connectors

Google Analytics
Salesforce
SAP
SQL Databases
REST APIs
CSV/Excel Upload

Next Steps