Analytics
Sections
Analytics & Management
Analytics
Analytics Module
The analytics module provides interactive dashboards and key performance indicators (KPIs) to steer your business.
Main models
- Dashboard — Customisable dashboard
- Widget — Graphical component (chart, counter, table)
- KPI — Key indicator with alert thresholds
- Rapport — Periodically generated report
Features
- Dashboards — Drag-and-drop interface to compose your views
- Interactive charts — Chart.js (bar, line, pie) and D3.js (advanced visualisations)
- Real-time KPIs — Indicators with trends and alert thresholds
- Periodic reports — Automatic generation (weekly, monthly)
- Export — PDF and Excel for reports
- Dynamic filters — By period, department, project, etc.
Available indicators
| Category | KPI |
|---|---|
| Finance | Revenue, margin, cash flow |
| Invoicing | Outstanding invoices, average payment delay |
| Payroll | Payroll costs, cost per department |
| Documents | Stored volume, documents processed by OCR |
| Projects | Progress, hours consumed, budget |
Interactions
- Accounting — Financial data (balance sheet, income, cash flow)
- Invoicing — Revenue, outstanding amounts, top clients
- Payroll — Payroll costs, breakdown
- Projects — Progress and profitability
- Graph — Relationship graph visualisations