Overview

Analytics module includes dashboards, reports and printouts and is used to make information easier to visualize and process.  Dashboards, reports, and printouts can help identify business trends, capture business cycles and assist in management and marketing planning.  

• A dashboard is a modular data visualization tool consisting of one or more graphical components.  Dashboards make information regarding key performance indicators available from a single integrated screen and provide a consolidated way to view data stored in the system.
•  A report is a document that presents system data in a structured format for analysis.  Reports assist in strategic marketing planning, in business decisions and in the preparation of financial reviews.

Setting Up and Using Dashboards

Before you start using Analytics set up the system to reflect your own business needs.

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Setting up Dashboards

The page is used to create new dashboards and define the components included in each dashboard. For each component included in a dashboard you can provide an Order.

Components are displayed on the dashboard screen in ascending order, with odd-numbered components displayed on the left and even-numbered components on the right.  

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Using Dashboards

Viewing a dashboard

Dashboards that have been configured and are 'Active' are available for selection through the View Dashboards page.  Use the 'Switch to Dashboard' drop-down list to display another dashboard.  

Changing the position of a component 

The initial position of a component is defined during dashboard setup (using the Order field).  Subsequently, components can be dragged and dropped into a new position while viewing the dashboard.

1. Click and drag the component. A red dotted line will display possible drop positions.
2. The component can be released in the selected section, rearranging the other components.

Updating the data displayed in a component

A Settings icon () on   in the top right corner of a component indicates that it can be modified.

To modify the data displayed in a component:

1. Click on the  icon.
2. Click on ADD. Using the modal, search for preferences to add, or select an option from the drop-down list. 
   
   1. Enable wanted preferences and click on SELECT
3. Click on SAVE to update the chart.

Filtering displayed results

On a number of components, it is possible to filter the displayed data by selecting an item on the dashboard. To do so:

1. Click on the drop-down list or any other available filtering element and select an item.

2. Click 'Refresh' to display the filtered data.
   
   

Reports

A report is a document that presents information saved in CRM.COM in a structured format. The information is selected and grouped based on user-defined criteria. 

The Run Reports page is used to extract reports and to schedule reports and send them by email.

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Extracting report

Navigate to Run Reports and explore available reports grouped by module.  Click on the report you are interested in to go to the Data Entry page.

1. Use Criteria to define the filtering of extracted data.

   Note
   Variable date criteria such as 'today', 'this month' or 'next year' (dynamic dates instead of specific dates) can be selected. Dynamic dates can also be used for scheduling reports (e.g., to schedule a daily report displaying service requests registered 'today').

   
   

2. Double-click on Fields Displayed to add or remove fields from the report.
3. Double-click on Group by Fields to define data grouping.
4. Use Report Options to select the format (HTML, PDF, CSV, Excel) of the report. 
5. Click on VIEW SCHEDULED from the menu bar to view existing, or SCHEDULE to create a new schedule.

Scheduling reports

Scheduling report definitions are used to automatically generate and email reports to their intended recipients as attachments.  A definition can be submitted and executed once or on a recurring basis.  Reports are sent when the definitions are executed.

Scheduled definitions can be tested before they are submitted.  A test email is sent to the logged in user verifying the extracted report and email information.

Recipients or email information in a definition can be modified.  A scheduled definition can be canceled (set as 'Not Effective'), while previously canceled definitions can be set to 'Effective' again.   

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Managing report scheduling

To access the scheduling report definition and schedule the sending of a report navigate to the report, provide the required criteria and click on SCHEDULE to create a new schedule. You can test the report schedule by sending a test email to the logged-in user. To test it, click VIEW SCHEDULED from the Actions' menu of the report and click Test Report from the Actions menu.

Once you are happy with the report you must SUBMIT the scheduled definition so that the reports will start being sent.

If you would like to make changes to the schedule (Criteria cannot be modified) click on EDIT from the Action menu.

Schedules can be canceled as long as there are no scheduled or executed runs through Cancel Report from the Actions menu. When a schedule with no executed or scheduled runs is canceled, its life cycle state is set to 'Not Effective' (it is disabled). To set the state back to 'Effective': click Set as Effective from the Actions menu.

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Dashboard Components and Reports available in CRM.COM

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Dashboard components

The table displays the components that can be used in the dashboards of each module. For more information, refer to the analytics section of the respective manual.

Module Manual Link

Available Components (Charts)

Accounts Receivable

Component Name Description Sneak Peak Accounts Receivable per Classification and Credit Limit Status The component displays active accounts, grouped by classification and credit limit status ('Exceeded' or 'Not Exceeded'), in a vertical stacked bar chart. Image Modified Accounts Receivable per Payment Preference The component displays active accounts grouped by payment preference in a pie chart. The results can be filtered based on payment preferences specified on the component settings. Image Modified Accounts Receivable per Presentment Preference The component displays active accounts grouped by presentment preference in a pie chart. The results can be filtered based on presentment preferences specified on the component settings. Image Modified Terminated Accounts Receivable per Month Bar The component displays accounts receivable terminated each month, during the last 12 months in a bar chart. The results can be filtered based on accounts receivable classifications and credit ratings specified on the component settings.

 

Activities	Component Name Description Sneak Peak New Activities per Type and Month Stacked Bar The component displays activities that were started in the last 12 months, in a vertical stacked bar chart and grouped by activity type and month.  The results can be filtered by activity type.  Image Modified Completed Activities per Type and Month Stacked Bar The component displays the activities that were completed in the last 12 months, in a vertical stacked bar chart and grouped by activity type and month.  The results can be filtered by activity type.  Image Modified Pending Activities per Type Pie The component displays activities that are not in a 'Completed' state, in a pie chart, grouped by activity type.  The results can be filtered by activity type.  Image Modified Overdue Activities per Type Stacked Bar The component displays activities whose processing completion is overdue (activities that are not a 'Completed' state and are past their expected completion date).  The results are displayed in a stacked bar chart, grouped by activity type and predefined period buckets (the difference between the current and expected completion date), and can be filtered by activity type.   Image Modified
Communications	Component Name Description Sneak Peak New Communications per Media and Month The component displays the communications that were completed within the last 12 months, in a vertical stacked bar chart, grouped by media and month. The results can be filtered by media. Image Modified New Communications per Direction and Month The component displays the communications that were completed within the last 12 months, in a vertical stacked bar chart, grouped by direction and month.  Image Modified Tracked Communications per Notification Run and Month The component displays links included in communications which were completed as part of a notification run within the last 12 months, that were either 'Viewed' or 'Not viewed', in a stacked bar, grouped by month and tracked status.  The communications are filtered by notification type and link. Image Modified Tracked Communication Links per Notification Run and Month The component displays 'Viewed' and 'Not viewed' communications which were completed as part of a notification run within the last 12 months, in a stacked bar, grouped by month and tracked status.  The communications are filtered by notification type. Image Modified

 

 

 

 

 

Financial Transactions

Component Name Description Sneak Peak Average Product Revenue per Unit per Month The component displays the average product revenue from various products in a specific period, in a bar chart, grouped by product. If a date range is not supplied, the component uses data from the current month. The products can be selected through the settings (   ) accessed from the top right corner of the component.  Only 'Posted' transactions are used and taxes are not included in calculations.  Product revenue = total invoiced amount - total credited amount - total invoice cancellation amount Average product revenue =  total product revenue in a specific period/number of distinct accounts receivable resulting in the revenue (through financial transactions) Image Modified Receipts per Month The component displays the receipts from the last 12 months, in a vertical bar chart, grouped by month.  Only 'Posted' transactions are used in calculations. Receipts = total payments - total payment cancellations - total refunds Image Modified Revenue per Month The component displays monthly revenue for the last 12 months, in a vertical bar chart.  Only 'Posted' transactions are used and taxes are not included in calculations.    Revenue= total invoiced amount - total credited amount - total invoice cancellation amount Image Modified

Rewards - Up to R14

Rewards

Component Name Description Sneak Peak Award Expiration Amount per Month The component displays the sum of award expiration transactions which took place over the last 11 months and those which took place more than 12 months ago, in a horizontal bar chart grouped per period. Image Modified Award Expiration Transactions per Month   The component displays the number of award expiration transactions which took place over the last 11 months and those which took place more than 12 months ago, in a horizontal bar chart grouped per period. Image Modified Award Transactions per Offer and Month The component displays the number of award transactions for each reward offer, which took place over the last 11 months and those which took place more than 12 months ago, in a stacked bar chart grouped per period. Image Modified Awarded Amount not Spent per Scheme The component displays the total amount awarded to

rewards

reward participants which is not spent in a bar chart grouped per scheme. The results can be filtered by scheme.