The Essential Business Insights Extension
The Essential Business Insights extension finds interesting business facts in your company data and displays them as newspaper-like headlines in Role Centres. Depending on what the extension finds in the data, the insights are from the last week, month, or three months from the current date. The insights update every 10 minutes.
If you want to take a closer look at an insight, you can choose it to go to its source. For example, if you want details about the largest sales invoice that was posted last week, you can choose the insight to display the invoice.
The following table describes the insights that this extension provides for each Role Centre.
|Role Centre||Questions the Insights Answer|
|Default||Displays a greeting, and link to product information.|
|Order Processor||What was the largest sale order and posted invoice last week, month, or last three months?|
|Relationship Manager||What was the largest invoiced amount, and to which customer did we send the bill?|
|Team Member||Displays a greeting, and link to product information.|
|Project Manager||Displays a greeting, and link to product information.|
|Administrator||Displays a greeting, and link to product information.|