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Analytics

Dashboard Analytics

Company and module dashboards.

Last updated 31 August 2026

Dashboards

Company Dashboard and module dashboards (CRM, finance, marketing, AI) show KPIs for the signed-in company. Widgets depend on role.

Analytics dashboard

Dashboard overview

Steps

  1. Sign in to Smart Business 360 at the application host.
  2. Open the Analytics module for this task.
  3. Follow the fields and actions described in the sections above.
  4. Save or confirm, then verify the result on the list or detail screen.

Expected result: The operation completes without errors and data reflects your changes.

Troubleshooting

  • Confirm you are in the correct company context.
  • Verify your role includes permissions for this module.
  • Refresh and retry. If the issue persists, contact support with the screen URL.

FAQ

Where do I find Dashboard Analytics in Smart Business 360?

Use the navigation paths and steps in this article. If a menu is missing, check module entitlements and permissions.

Why can I not access this feature?

Your role may lack the required permission, or the module may not be enabled for your company. Contact an administrator.

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