Requires modules: None
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Before you begin
- List executive or operational KPIs dashboards should answer.
- Confirm modules that feed those KPIs are enabled and populated with sample data.
- Name who may share dashboard links outside finance or leadership.
Setup steps
- Open Analytics.
- Open the executive or operational dashboard your administrator pinned.
- Compare headline numbers to a trusted sample export from the source module.
- Note gaps to administrators before leadership reviews live data.
Day-to-day use
- Refresh or open dashboards at the start of recurring meetings.
- Share links only with audiences your policy allows.
- Log data-quality issues for administrators instead of editing source modules here.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
