Access Analytics gives you a real-time view of your business performance, across sales, purchasing, and manufacturing, without manual reporting or spreadsheet work. It is built directly on your Unleashed data, so every dashboard updates automatically as your transactions are recorded.
What's included
Analytics contains three dashboards and two productivity tools.
Dashboards
Sales Analysis: Revenue, margins, discounting, and fulfilment performance.
Assembly Analysis: Manufacturing output, wastage, and schedule efficiency.
Purchase Analysis: Procurement spend, supplier lead times, and fulfilment rates.
Tools
Copilot: Ask questions about your data in plain English and receive instant results.
Customising Insights: Adjust any dashboard component and build new views from scratch.
Navigate Access Analytics
Each Analytics dashboard follows a consistent interaction pattern.
Filter by clicking rows: In most dashboards, clicking a row in a summary table filters the detail table below it. This is the primary way to drill into data.
Multi-select: Hold Ctrl (Windows) or Command (Mac) and click to select multiple rows at once.
Sort columns: Click any column header to sort. Click again to reverse.
Export data: Click the download icon (⭳) in the dashboard toolbar to export the current view as a CSV file.
Three-dot menu: Click the three-dot icon (⋮) to select an action from the menu, including: Show Data, Apply Filter, and Toggle Size options.
Row colours: Pink or coloured rows support filtering or drill-down. Grey rows are the lowest level of detail with no further drill-down.
📌 Note: Copilot querying requires data views to be enabled for your organisation. If Copilot returns no results, check with your administrator that the relevant data view has been turned on.