Analytics 360

Analyze sales from every angle. Pick a period, choose what to measure, group by customers, brands, channels, or sales segments, then drill into the rows that matter.

Accessing Analytics

Analytics 360 is available in several places:

The interface is the same everywhere — only the data scope changes.

The control bar

The top bar is built from chips you can click to change the analysis. On desktop, filters and grouping live in this bar; on mobile, use Filters and Actions to open the same controls in bottom sheets.

Use Clear filters to reset the view — period, comparison, metric, grouping, filters, columns, sort, and drill trail return to defaults. On a customer profile, the pinned customer stays locked.

Metrics

Choose the primary metric from the Metric chip. It drives row sorting, totals, and the main value columns.

Open Columns to add extra metrics, custom fields, or Market share (% of total in the current view).

Show alongside

On any value column, click the filter icon in the column header to open Filter by value and Show alongside. A second metric appears next to the primary value for the same period — useful for comparing net revenue and quantity on one row.

You can also filter rows by a metric value (greater than, less than, between) from the same menu.

Grouping dimensions

Use Group by to change what each row represents.

Manufacturer views

SKU (products)

SKU is not in the default group-by list because product-level data is very large. It becomes available when you have already narrowed the view — for example by drilling into a brand, or by applying a Brand or Brand family filter. Then you can group or drill down to individual products.

Customer categories, segments, and sales segments

Analytics 360 offers built-in grouping dimensions plus sales segments for custom buckets you define.

Three related ideas — keep them distinct:

Customer categories are not a Group by option in Analytics 360. To compare sales across business-defined buckets (for example original vs aftermarket parts, or sales regions), create a sales grouping and then use Group by > Sales segment.

Sales segments

A sales segment groups sales into buckets defined under Settings > Sales grouping (see Sales grouping).

View by sales segment

1. Click Group by and choose Sales segment
2. Pick which sales grouping to use — the picker title is Pick a segment to view by
3. The table shows one row per bucket (for example "Original parts", "North region", "Phone channel")
4. Click a row to drill into customers, brands, or the underlying dimension for that bucket

An Other row captures sales that do not match any bucket, including unmapped salesman codes when grouping by salesman.

After drilling into a segment

When you drill into a segment row, a Sales segment filter chip appears. Use it to toggle which buckets stay in scope, or remove the chip to step back.

Example sales groupings

Date range and comparison

Period

1. Click the Period chip
2. Pick a start month and end month within the same calendar year
3. Apply — the range can span at most 12 months

When the range covers whole months, the table can show monthly columns for each month in the window.

Compare

Click Compare to add a second period for variation columns:

With comparison enabled, you also get vs LY (or vs your chosen baseline) absolute and percentage change columns.

Three-year view

By default the table includes This year, Last year, and 2 years ago totals for the selected window, plus variation vs each prior year. This gives a three-year snapshot without changing the period chip.

Filtering

Click Add filter (or the filter area on mobile) to narrow sales before grouping.

Dimension filters

Filters use search for long lists — type to find customers, brands, and similar values.

Team filter

Team is a single-select filter. It scopes sales to one sales team and unlocks the Salesmen grouping dimension.

Metric value filters

Filter rows by numeric thresholds on Net, Quantity, Margin, or Gross — for example net greater than 10,000 or margin between two values.

Apply and clear filters from the dropdown footer without leaving the menu.

Drilling down

Click any row to drill deeper. Each click moves one step down the hierarchy — for example customers → branches → brands → brand families → products.

Breadcrumbs

The Drill chip shows where you are:

Customers > Acme Corp > AutoParts Brand > Brake Pads

Click any breadcrumb step to jump back to that level. Remove a Drill chip to unwind part of the path.

Example path

1. Group by Customers
2. Click a customer → see brands they buy
3. Click a brand → see brand families or SKUs (when available)
4. Continue until you reach product level

Drilling from Salesmen opens that rep's customers. Drilling from Operators, Discount codes, or Channels moves into brands sold under that value.

Drilling from a Sales segment row opens the underlying dimension (customers, operators, brands, etc.) while keeping the segment filter active.

Table columns

Open Columns to customize what appears besides the row label.

Time and comparison columns

Depending on period and comparison settings, you may see:

Forecast and projection

For in-progress periods:

Custom fields

If your organization defines custom fields on customers or branches, they can appear as optional columns when those entities are in scope.

Market share

Toggle Market share in Columns to add the Share column — each row's percentage of the total for the full filtered population, not just the current page.

Sorting and pagination

Click a column header to sort. Click again to reverse. The table paginates large result sets — use the pager at the bottom to move between pages. Footer totals always reflect the full filtered dataset, not just the current page.

Saved views

Click Views to save the current setup — period, filters, grouping, columns, and sort.

• Save current view — name it for quick access later
• Shared with team — let colleagues apply the same view
• Apply — restore a saved configuration
• Manage views — rename or delete saved views

Share view

Click the link icon (Share view) to copy a URL that reproduces your current analysis. Share it with colleagues so they open the same period, filters, and drill state.

Ask AI

Click Ask AI to open Henry and question your live sales data — top customers, brand margins, year-over-year comparisons, and more. Henry can suggest views to apply or alerts to create. Verify suggestions before acting on them.

Alerts

Click the alerts badge to open the Alerts center. Create definitions that watch metrics in this view and notify you when conditions are met.

Creating an alert

• From the Alerts center — define triggers for the current view
• From a table cell — use the cell menu to start an alert prefilled with that row and metric

You can scope alerts to specific rows, set thresholds (above, below, change vs baseline), pause or run them on demand, and review matched rows when an alert fires.

Exporting

Open Export from the toolbar (or Actions on mobile):

• Excel (.xlsx)
• CSV

Large exports are queued — you receive a notification when the file is ready.

Mobile

On smaller screens:

• Filters opens period, compare, metric, group by, and filters in a bottom sheet
• Actions opens columns, export, saved views, share, Ask AI, and alerts
• Chips scroll horizontally so you can review the full context

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