Analytics (Beta) Guide

Purpose

Use this guide to navigate analytics cards, apply filters, and interpret trend signals for operations and planning.

Who should use this guide

• Operators reviewing daily performance
• Managers evaluating trends and KPIs
• Planning teams comparing outcomes across periods

How to do it

• In Dashboard, open Analytics (Beta) when visible for your tenant.
• Apply date range and segment filters at the top of the dashboard.
• Review headline KPI cards, then open deeper chart sections.
• Use drill-down links where available to inspect event-level records.
• Export or capture key metrics for reporting handoff.
• Reset filters and verify baseline dashboard values before leaving.

Filters (date range + segments)

Where: Analytics → Top filter bar

Used for: Setting the scope of analysis so metrics are interpreted correctly.

Configure

• Select a date range.
• Apply segment filters relevant to the question you are answering.

Use day-to-day

• Reset filters to confirm baseline values when something looks off.

Pro tips

• Always sanity-check filters before screenshotting/sharing metrics externally.

Headline KPI cards (quick health read)

Where: Analytics → KPI cards

Used for: Getting a quick signal on performance without drilling into every chart.

Configure

Use day-to-day

• Scan KPI deltas for anomalies.
• Open deeper sections when a KPI indicates risk or change.

Pro tips

• Compare KPIs across consistent periods (e.g., week-over-week) for meaningful trends.

Trend charts + anomaly detection

Where: Analytics → Charts / Trend sections

Used for: Understanding why KPIs changed and identifying drivers (volume, conversion, attendance, etc.).

Configure

Use day-to-day

• Inspect trend lines and check for sudden changes.
• Use drill-down links where available to validate the underlying events.

Pro tips

• If the dashboard looks blank, widen the date range and confirm there are events in that period.

Export / share (handoff-ready reporting)

Where: Analytics → Export (where available)

Used for: Sharing performance outcomes with stakeholders and supporting operational handovers.

Configure

Use day-to-day

• Export or capture key metrics for reporting handoff.
• Record next actions and owners for any insights that require follow-up.

Pro tips

• Include the filter context in your handoff note (period + segments) to avoid misinterpretation.

Runbook

Daily checklist

• Confirm date filters are correct before interpreting values.
• Track KPI movements against prior period.
• Note major anomalies for operational review.
• Share summary in shift or leadership handoff.

Troubleshooting

• If module is missing, tenant may not have beta access.
• If data is blank, widen date range and verify source event activity.
• If numbers look stale, refresh and reapply filters.