Modules
Business Intelligence
Saved BI dashboards and widget compositions over analytics KPIs.
Requires modules: Analytics
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Before you begin
- Enable these required modules first: Analytics.
- Name dashboard owners and viewers for each saved layout.
- List KPIs from Analytics that widgets must display.
Setup steps
- Open Business Intelligence.
- Compose a pilot dashboard from Analytics KPI widgets.
- Save the layout and confirm viewers see the same definitions.
- Validate widget filters against a sample Analytics view.
Day-to-day use
- Adjust widget layout when KPI definitions change in Analytics.
- Share read-only links per your sharing policy.
- Report definition mismatches to Analytics administrators.
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
