Komet Analytics

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
5 min read

In this article, you will learn about Komet Analytics and how it enables you to analyze your business data and get valuable insights from your operations.

User Roles: Admin, Reports, and and users with access to reports.

What is Komet Analytics?

Komet Analytics is a powerful tool that can help your company make informed decisions, streamline operations, and stay ahead of the competition. By analyzing data, you can gain valuable insights that enable data-driven decision-making, improve operational efficiency, enhance customer understanding, and assess and mitigate risks. Additionally, Komet Analytics facilitates performance measurement, tracking, and resource allocation optimization. You can leverage your company's data to drive success and growth with the right decisions based on actual data. In short, analytics is an essential resource that can help you make the most of your data and achieve your business goals confidently and enthusiastically.

Komet Analytics is available as an add-on subscription. If you want to have analytics enabled, please contact us.

 

 

 

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Komet Analytics Reports

The full Komet Analytics experience is available from the Reports - New tab. From here, you will be able to harness the power of all your company’s information through several dashboards that enable you to make informed business decisions.

Reports are designed in a top-bottom approach meaning that KPI summaries and general overviews are displayed at the top and information gets more detailed as you go down.

Types of Reports

Sales Managers and Report users can access two types of reports from the Reports tab, which are divided into two sections:

  • Procurement.

    • Time Range (TR). In this report, you can select a date range and see the results of that period.

    • Period-to-Date (PDT). In this report, you can select a period and compare it to the previous year's results in the same period. Additionally, you can use the granularity filters to increase or decrease the detail of the data shown.

  • Sales.

    • Time Range (TR). In this report, you can select a date range and see the results of that period.

    • Period-to-Date (PDT). In this report, you can select a period and compare it to the previous year's results in the same period. Additionally, you can use the granularity filters to increase or decrease the detail of the data shown.

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Access and Export Reports

To view and export new reports, do the following instructions:

  1. Go to Reports and select New.

  2. Select the report you want to view. The system will open Komet Analytics in a new tab.

  3. Use the available filters to populate reports.

  4. Optional: If you see a graph where you need more information, hover over the chart and click on the expand icon.

When you select a report from the Reports - New screen, the system will open KA in a new tab.

 

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Available Filters

The primary filters in these dashboards are Customer, Product, Salesperson, Vendor, Company Location, Customer Type, Customer Group, Unit Type, Order Type, Sales Channel, and data granularity.

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Explanation Videos

FAQs

The graphs represent your KPI's evolution over the determined time range.

You can select the access they will have. Komet Analytics uses role-based-access-security. As an admin, you can access all dashboards and reports on the new KA experience. However, a Salesperson is limited to viewing only Sales reports, which also applies to Procurement users and reports. Additionally, users with custom access can only see their own data, not those of other users.

To give a user custom access, enable the Access to Reports setting from the Setup > Users screen.

Yes, when you open a report dashboard, you can select the Salesperson at the top of the page. You can also select more than one salesperson if you want to review a particular group’s metrics.

These four dashboards have all the information you need in a single, more organized place and environment, removing the need to jump from one dashboard to another when analyzing information.

Yes, you can use as many as you need. Remember to also use exclusions when needed to increase data accuracy.

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