Overview

OneUp's Analytics Modal provides a powerful way to view and manage your data. Need to look up a specific interview? Want to know your average deal value last quarter? Want to know which client you placed the most candidates with? We've got you covered!

Accessing Analytics

Analytics can be viewed from a couple of places on OneUp. It's easily recognisable - hover over a data point and you'll see a purple Analytics button appear. Click this to dive deeper into your data. The Analytics Modal can be accessed...

  1. On the Dashboard, by hovering over any target or metric tile (as seen below).

2. In the Matrix, by either clicking on an individual data cell, or a column total to view data for all users in that metric.


Using Data Insights

Use the tabs at the top of the Analytics window to switch between Charts and Data Insights.

The Data Insights view allows you to view a breakdown of all the additional activity that we receive from your CRM system. This is where you can dig into the juicy data behind the surface level figures!

  1. Select the date range you'd like to view a breakdown of performance for using the date picker on the dashboard or the matrix.

  2. Click the purple Analytics button on your chosen metric (on the dashboard) or data cell (in the matrix) to open up the analytics modal, then use the tabs at the top left of this window to switch to Data Insights.

  3. A list of all performance contributing to that metric over your selected time period is created. From here, you can resize the columns to view all of your data at once, move the columns around in any order you wish and sort the information in the table based on one column, ascending or descending.

The layout of your Data Insights window can now be customised to suit your preferences. If there's a column you'd like to add, or an ordering you'd prefer, you can use the Dictionary page to alter it. Check out this helpdesk article on how to use to Dictionary!


The View Event button to the right of each data row allows you to view the raw data that comes to OneUp from your CRM. This may not make much sense to you but feel free to have a look!


Using Charts

Use the tabs at the top of the Analytics window to switch between Charts and Data Insights.

Charts are a great way to view the performance over time for a given metric. If you'd like to track performance against target, or view your monthly trend for new deals, this is your tool!

Generating a chart

  1. Select the date range you'd like to view the chart for using the date picker on the dashboard or the matrix.

  2. Click the purple Analytics button on your chosen metric (on the dashboard) or data cell (in the matrix) to open up the chart view.

  3. Your chart is generated. Now, you can customise your chart with lots of different options.

  • Use the Chart Resolution dropdown box at the top right of the window to change the time increments on the x axis. The more data you have the more options you will have to play with on this one.

  • Use the zoom modifiers (the + and - buttons, found underneath the chart resolution dropdown box) to zoom in and out for viewing specific sections on the chart.

  • Click the hand icon to drag your chart and scroll through the specified time period.

  • To return your chart to the view it loaded with, click the house icon.

  • If you're done customising your chart and you want to share it with colleagues or include it in your own reports, you can do so with the export button at the far right of the chart controls. You can download the chart as an SVG or PNG file.


Troubleshooting

If you still require help on this topic, get in touch with our support team via the chat system or email support@oneupsales.co.uk.

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