analytics

Overview

Analytics & workflow in a Orders environment focuses on:

  • - Reporting on key order records help you make more informed business decisions about sales and purchasing.
  • - Provide accessability to metrics from your global dashboard, so you can drill-down only when needed.
  • - Automate common processes to keep data refreshed and business moving through the pipeline.

Key Benefits

Role Based Dashboard

Dashboard templates applied to user roles

Create dashboards based on user role so different members of your organization can see portlets (portlets refer to small summarized reports that fit in a dashboard window) relevant to their decision making role within the company.

role