The Analytics page offers valuable data about your business. It's where you, as an admin, can review reports around revenue, accounts, activity, and the resources you have to offer. We've tried to visualize your data in the most simple and clear way possible, so that you can get to the data you need the most!
On the Analytics page of your dashboard, you’ll be able to view reports and graphs on your revenue, accounts, activity, and resources. Just getting started? Here’s some need-to-know information about the types of analytic reports in Optix:
Note: The analytics reports update every 24 hours (around 1am PST). The reports are not live, so if an invoice is paid and that increases your revenue, you will see that increase in revenue show up on the report the next day.
Below are the list of live revenue reports accessible to you and your team in your Optix dashboard:
- Gross revenue
- Invoiced revenue
- Revenue breakdown by plan
- Revenue breakdown by type
- Revenue breakdown by location
- Forecasted plan revenue
- Revenue growth
These are the reports surrounding the individual accounts (users, teams, leads, etc.) at your organization.
These are the reports surrounding the booking and check-in activity at your organization.
These are the reports surrounding the resources offered at your organization.
📈 More Data!
- Looking to export other data such as booking or check-in data? Install the Data Exporter app.
If you’re looking for more information on Analytics, we recommend you browse this collection for detailed FAQs! And, as always, feel free to reach out with any further questions using the chat box in the bottom right corner, or by emailing the Optix Support Team. Happy browsing!