Documentation
Documentation
Dashboards, operational reports, and exports.
Last updated 31 August 2026
Dashboards and reports summarize company data already in CRM, finance, HR, and operations. Live KPI dashboards are part of the public product description.
Open the Analytics area from the main navigation and use the screens referenced in this article.
Your role may lack the required permission, or the module may not be enabled for your company. Contact an administrator.
Contact the Smart Business 360 team if you cannot find the right guide.