Platform
Analytics
Headline numbers, custom reports and dashboards
Headline numbers from the apps you can use in one overview, plus your own reports and shared dashboards built from sales, finance, people, stock, member and help desk data.
Open Analytics
Opens in RIO. You will be asked to sign in if you are not already, and you see it when your role allows.
Who uses it
Owners, managers and anyone who reports on the business.
What teams do with it
Monday overview
See pipeline value, open tickets and low stock on one page.
Build a report
Pick a dataset such as deals or paid invoices, filter it, group it by a field or by month and show it as a chart, table or single number.
Share a dashboard
Collect reports on a dashboard and share it with people or roles.
Respect permissions
Results are calculated with each viewer’s own access, so people only see numbers from apps they can open.
Key features
- Overview of sales, finance, payroll, help desk and inventory
- Custom reports from six datasets with up to 10 filters
- Bar, line and pie charts, tables and single numbers
- Dashboards shared with people or roles
- CSV export
- No scheduled or emailed reports yet