Modules

Business Intelligence

Dashboards, charts and questions across all your data, without writing code.

What it does

Dashboards, charts and questions over all your data (sales, stock, visits, lab results, fees, bookings and online orders) without writing code.

Getting started

1. Open Business Intelligence from the desktop.
2. Create a workbook, pick a table such as Sales Invoice, and add filters and groupings.
3. Turn a result into a chart and pin it to a dashboard.

Everyday work

• Share dashboards with your team; everyone sees only the data they are allowed to see.
• Ask the AI assistant quick questions, and build dashboards for the ones you ask every week.

Good to know

• When this module is switched off its screens close completely; your dashboards come back when it is switched on again.