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Company Insights
Company Insights

Learn how to build reports in the Company Insights tab to analyze your company's data in two clicks

Amalia avatar
Written by Amalia
Updated this week

The Company Insights tab in RemOnline is one of the most important sources of information for your decision-making. The analysis of basic KPIs allows you to see patterns and assess your activity against your goals. In the Company Insights report, you can see any change in a particular metric of your business, and look at it from different angles. Analyze these changes over a specific period or in dynamics.

You can build various combinations of such a report on the Reports > Company Insights page.

Note: The Company Insights feature is available starting from the Startup plan. Some advanced features (highlighted with the PRO icon) are available from the Business plan and higher.

At the top, you can select a report’s time range and Locations.

You’ll have 2 types of report visualizations available: Diagrams and Trends.

You can use basic preset combinations in both Diagrams and Trends by default.

How to create a diagram in the Company Insights?

Note that when building a diagram, the Period and Location that you specified in the parameters will apply to this report.

1. Click the Add Diagram button and select + Another Diagram.

2. In the pop-up window, select the necessary parameters and click Save.

There are three types of parameters for the diagram: Subject, Metric, and Group.

In Subjects, choose from the following:

Created leads / Closed leads show the count of leads created/closed during the selected time range. You can group them by Lead Type, Author, Manager, Ad campaign, etc.

Created Orders display the count or average fill-out time of orders created in the selected time range. They can be arranged by Order Type, Location, Asset Group/Brand/Model, Ad Campaign, Quarter, etc.

Closed orders can display the count, average sale, amount, gross profit, discounts of orders closed for the selected period. Group them by Order Type, Location, Ad Campaign, Status Group, Asset, Quarter, Month, etc.

Gross profit = Work Order total amount — Total cost of work, and materials (does not include employees' commissions)

Sales inform you about the count, average sale, amount, gross profit, or discount of sales made in a selected period. They can be grouped by Seller, Location, Ad Campaign, Client Type, Quarter, Month, etc.

Gross profit = Sale total amount — Total cost of work, and materials (does not include employees' commissions)

Note: to analyze sold products in RemOnline, you can use the Assortment analysis report in the nearby tab. Find out more about how the Assortment Analysis works in this article.

Calls can display the count, total and average duration of calls. They can be grouped by Handset, Direction, Connection, Days, Months, Quarters, etc.

Payments can be displayed as quantity or sum. They can be grouped by Location, Cashier, Payment Type, Cash Flow Category, Quarter, Month, etc.

Each diagram can be viewed as a table and sorted, which will instantly arrange the metrics in the diagram. To do this, click the Show Table button.

In the table that opens, click on the name of the column by which you want to sort. The metrics in the diagram will immediately line up in the same order.

How to create a trend in the Company Insights?

Note: when creating a trend only the Locations that you specified in the report generation parameters will apply.

1. Click the Add Trend button and select + Another Trend.

2. In the pop-up window, select the necessary parameters and click Save.

There are 3 types of parameters for the trend: Subject, Metric, and Period.

Among the subjects, the same choice is available as for diagrams. The main difference between a trend and a diagram is that it has a graph view. Also, there is no grouping, but a period parameter in the trend: Last 30 days, Last 24 weeks, Last 24 months.

Trends clearly show the data in dynamics. For example, you can make a trend on sales and closed orders for the last 24 months and see the market demand in different periods (seasonality, etc.).

In addition to the linear trend display, you can view the data in the form of columns. To do this, click on the column icon in the created trend.

Filters and Segmentation in Diagram and Trend

You can set a filter or add segmentation within each diagram or trend.

To add a Filter, click the + filter button under the diagram/trend name.

Set the filter metrics and save the changes. The filter will be automatically applied. You can add as many filters as you need without any limits.

E.g., to see the number of sales for all sellers except for a certain employee you must select:

“Seller” ≠ (not equal) “Employee”

To add Segmentation, click the no segments button and select the desired option.

You will end up with the segmentation of each diagram or trend metric.

How to arrange diagrams and trends?

To organize your diagrams and trends, click on the arrow in the upper right corner.

Deleting a diagram/trend

To delete a diagram or trend, click the delete button in the upper right corner.

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