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Analytics

Analytics

The analytics section is used to visualize data about all transactions taking place in Pagero. Information on sales, purchases, environmental impact, and financial forecasting is displayed in easy-to-understand graphs so you can:
  • Identify sales trends according to items, or customers
  • Detect purchase patterns
  • Monitor all the information from your company or company group
  • Access and customize your information whenever you want

General information

The analytics section is divided into 5 different dashboards:
Search, Purchase, Sales, Environment
 and
Financial forecast
 which can be browsed using the menu on the screen's upper section.
All dashboards contain similar features like Filters or Exports. The
Sales
and
Purchase
 dashboards work exactly the same except for the information displayed in them, one displays sales information and the other purchases information. There are two different versions of Analytics with different functionalities: Advanced analytics & Basic Analytics. Advanced analytics has greater functionalities but comes with a cost while the basic service is free for all Pagero Online users.

Search

The search tab on the top of the analytics menu is used to browse your processed documents in Pagero Online. The filter section on top resembles that of the other tabs of the analytics service but includes different functions. First, it does not include the
Filters
button. Nonetheless, it includes the Search bar, a useful tool for looking for files using words inside them. Basic Analytics allows looking for header-level words while Advanced analytics expands the lookup to line-level information. The
Direction
filter is used to choose between
Sent
 and
Received
 document flows.

Purchase and Sales

For more information about your company's business transactions regarding purchases and sales, you can access a dedicated section for this from the top menu of the analytics section.
How to use Purchase and sales
These dashboards are divided into 5 different graphs and 3 key figures . All different graphs work similarly. They display the information selected by the filters above. Hovering over the graphs displays further information.
View details
 opens a detailed version of the selected graph with the Filters and Export functions described above.
When viewing a graph's details a list of the documents being displayed shows in the lower section of the screen. Clicking on
Show more
extends the displayed list by 20 files.
On the upper part of the dashboards, three key figures are displayed:
Number of documents, Electronic distribution,
 and
Total sum.
The first one contains information about the total number of documents matching the applied filters.
Electronic distribution
 presents information about the % of
Number of documents
distributed electronically. Documents using paper distribution will not appear in this section.
Total sum
adds up the value of all transactions being displayed at the moment.
Clicking on them opens a detailed version of the information that works like the detailed version of graphs.

Environment

The environment sections contains relevant data on the positive impact using Pagero has on the environment. It shares the
Number of documents
and
Electronic distribution
 sections of
Purchase
and
Sales
while containing 4 key environmental indicators: Paper savings, Energy savings, CO2 saved, and Km of driving. These figures are estimated by calculating the difference between the current document flow impact and the impact of a physical flow having the same number of documents.

Advanced Analytics vs Analytics Basic

All Pagero Online accounts have the basic service available by default. The Advanced version extends your data retention and storage period to 36 months in addition to the 90 days already offered with Analytics Basic. This allows you to analyze historical data and identify long-term trends in your financial performance. The extended data retention time is also reflected in the environmental dashboard giving you the possibility of viewing trends year-on-year. Further, Advanced Analytics can access a greater amount of data inside your documents. Specifically, line-level information is stored so it can be analyzed using the
Search
 function and extracted using the
Exports
 function. That is, information about specific items and not just invoice totals can be accessed.

This article applies to:

  • PRODUCT: Pagero Online

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