📈Analytics

Analytics

Today you will learn…

How to Access Analytics
How to create a Dashboard and a Widget
How you can preview and “drill in” to the data
How to save (permissions, hubs) a Dashboard
Where to access a list of Analytics views in Hubs
Permission setting for Analytics in Roles

Reading time: 10 minutes

With analytics in Coperniq, you can leverage the data within the system to generate insightful reports and graphical representations. Being able to drill down into the data allows for more detailed analysis and helps in obtaining the specific reports you require. This allows you to make data-driven decisions and gain deeper insights into various aspects of your operations.

Once you start setting up Analytics you’ll see how easy it is to get the data you specifically need provided in Coperniq.

Let's go ahead and unpack how to create, view, save and access Analytics.

How to access Analytics

On the right side menu bar click on Analytics 3.0

This will take you into Analytics and you will have a dropdown for the Dashboards you have access to:

This will take you here to start your new Dashboard:

How to create a Dashboard and a Widget

To create a new Dashboard click on “+ New Dashboard”:

This will take you here to start your new Dashboard:

Here you will:

Name your Dashboard
Provide it an emoji to easily recognize in Hubs
Add what Hub you want this Dashboard under
Give it a Description (will display when going into the Dashboard)
Decide Access to the Dashboard (You, everyone, specific users, roles, teams)

Then hit “Create” and it will take you here:

Note: you must go into “”Edit Mode” in the top right corner to add a widget.

Once in “Edit Mode” you will be able to add a widget:

Then click on “+WIDGET” to start a widget:

How you can preview and “drill down” to the data

Once in the Create Widget you’ll be presented with many options (don’t get scared, you can’t break anything) Take your time and think about what data you want, then click away to get there.

Options on what you can build a widget on:

Clients (clients in your workspace)
Requests (requests in your workspace)
Projects (projects in your workspace)
Work Orders (work orders residing in your projects)

Widget Types:

KPI
Bar
Line
Funnel
Timeline
Pipeline
Pie
Doughnut
Leaderboard

Note: Depending on the options you choose in Measure you will presented with different options in this area to get to the data you need:

Some examples of Measure: (what you are presented with)

KPI:

Bar/Line/Pie/Doughnut:

Leaderboard:

Next you will be presented with Filters:

And then an option for Not archived, Archived, or All:

And then you can add additional Filters using the “+Add Filter” button.

Note: What's great is whatever you are pulling for data has a preview of that data down at the bottom of the widget and you can “drill in” directly into that data as you are working or reviewing the widget.

Example preview:

Once you’ve got your data where you want it, hit CREATE at the bottom of the widget.

Note: You can also drag and drop widget wherever you want on the Dashboard by clicking on the widget and moving it to the area you want it to reside.

Where to access a list of Analytics in Hubs

You’ll have access to all the Dashboards you have permissions to in this area:

Permissions setting for Analytics in Roles

In Workspace Settings>Roles under each role you can give permissions to Analytics here:

Sample reports (examples)

Timeline (SLA) for Stages in Project:

Install Leaderboard:

Sales Leaderboard:

Contracts Signed:

Contracts signed ($): (Total):

What did we learn today?