Business Analytics & Action Queues
Distinguish business actions from metrics and build granular, permission-aware analyses.
Open interactive lesson and quizWhat you will learn
- Build filtered analyses and inspect source records
- Read currency, timezone and cohort definitions correctly
- Use Pulse for cross-business actions and one original invoice per order
A manager needs to investigate a sales change, identify Marketing failures and reconcile order and invoice figures without double-counting.
Lesson 1
Dashboard, Pulse and Analytics
Dashboard presents headline KPIs and selected reports. Business pulse is a live queue of overdue work, failures, handoffs and approvals across permitted business areas. Reports → Analytics provides source-specific totals, trends, breakdowns, filters and records. Pulse counts are work items rather than unique transactions.
Lesson 2
Read the metric before using it
Analytics groups money by currency and normalizes the storage units used by CRM, Commerce and Finance. A creation-cohort source uses current attributes or lifetime counters for records created in the selected period. An event source counts events that occurred during that period. The source note identifies the date basis. Empty denominators display as unavailable. Email rates exclude test deliveries and deduplicate observed engagement per delivery.
Lesson 3
Trace the underlying record
Use up to three dimensions, five measures and eight filters, then inspect records for a selected breakdown. Totals include all matching records while tables and exports are paginated. Active custom objects can expose configured fields as dimensions and numeric measures. Employee scope and source permissions still apply. One original, automatically numbered invoice follows the order through configured automatic issue, customer delivery and Finance; incomplete details leave that same document in review.
Practice · Investigate a sales cohort
- Open Reports → Analytics, choose Sales orders and select a date range
- Break down counts and order totals by status and channel, then inspect one group’s records
- Compare the issued-invoice and receipt views, reading their definitions rather than adding the figures together
- Open Business pulse to work on deadlines and exceptions identified across the business