Analytics
Analytics shows how your business is doing, using the data already in Complaia: how sales are going, where orders come from and what sells. It also shows who on the team is working right now. There is nothing to set up.
Where to find it: Analytics → Analytics → Orders and Analytics → Analytics → Employee activity
Two screens
| Menu item | What it answers | Page |
|---|---|---|
| Orders | How is the business doing? Orders, revenue, payments, sales channels, statuses, best-selling products and biggest customers, with separate tabs for claims and returns. | Order analytics |
| Employee activity | Who is signed in right now, what do they have open, and what did they just do? | Employee activity |
The two screens are independent. Each has its own permission, so a person may see one, both or neither.
How to read the numbers
These rules apply to every figure on the Orders screen. They are described in full on Order analytics. In short:
- Everything is counted by order date. "This month" means orders dated this month. It does not mean orders paid, shipped or invoiced this month.
- Revenue is the order total. It is not the amount paid and not the amount invoiced.
- Cancelled orders count as orders, but are left out of revenue. To include them, switch on Include cancelled in revenue.
- Sales, claims and returns are separate. Claims and returns have their own tabs and never add to sales figures.
- Currencies are never added together or converted. When a period has orders in several currencies, you choose one currency to look at. The Sales tab also shows the revenue in each currency side by side.
- Percentages compare with the previous period of the same length. A 30-day range is compared with the 30 days before it.
Employee activity is not a report but a live view. It shows the present moment and the last few actions of each person. For history, use the Event log.
Analytics shows your data as it is
Analytics adds nothing and corrects nothing. The breakdowns are only useful if your orders have the right status, source and payment method.
Permissions
| To do this | You need |
|---|---|
| Open Orders, including the Claims and Returns tabs and the PDF report | Analytics: orders (read) |
| Open Employee activity | Analytics: activity (read) |
There is no separate permission for claims and returns analytics. Whoever can open Orders sees those tabs too.
Of the roles that come with the workspace, the Owner, Administrator and Accountant have both permissions. To give them to anyone else, add them to that person's role.
Related
- Order analytics — the figures, charts and rankings, step by step
- Employee activity — the live view of the team
- Orders and Claims & returns — the records behind the charts
- Event log — the full history of who did what