How do I Navigate Analytics?

Opening Analytics

Select the three-line menu in the top left of the page and select Analytics.

Analytics may already be pinned to your top navigation bar, next to your other page buttons. If so, select it there instead of opening the menu.

To add Analytics as its own button in your top navigation, so you don't need to open the menu each time, select the three-line menu, then select the pin icon next to Analytics.

The Analytics landing page opens. Five KPIs sit at the top, above the dashboard cards. It shows every pre-built JobNimbus dashboard as a card, with a short description of what the dashboard shows. The most-used dashboards are listed first, and new dashboards are pinned at the top with a New badge.

On Analytics Enterprise, Analytics opens to your Company folder instead of the landing page, so your custom dashboards are right there. To see the pre-built dashboards, select Dashboards in the menu. Custom reports and folders your account has created are under Company in the Analytics sidebar.

Using the KPIs on the Analytics Landing Page

The Analytics landing page shows five KPIs above the dashboard cards: Total Leads, Total Sold, Close Rate, Sales, and Open Accounts Receivable. Year to date is selected each time the page opens.

Analytics Enterprise users will need to navigate to the Dashboards page to see the KPIs, as the Enterprise landing page is the Company page in Analytics.

Select Month to date above the KPIs to switch all five to the current month. Select Year to date to switch back.
Hover over the info icon on a KPI to see Filters applied, the filters behind its number.
Select a KPI to open the dashboard it comes from:

Total Leads: Business Overview
Total Sold and Sales: Sales Performance
Close Rate: Leads & Close Rates
Open Accounts Receivable: Accounts Receivable

Open Accounts Receivable counts Open and Sent Invoices dated in the selected timeframe. To see how Sold, Total Sales, Close Rate, and Accounts Receivable are defined, check out the Analytics glossary. The Sales KPI uses the Total Sales definition.

Viewing a Report

Select a subject filter at the top of the landing page to narrow the list.
Select a dashboard card to open it.

A report opens as a Dashboard, the read-only view of its Charts, the individual tables and visualizations in the report. To return to the landing page, select Dashboards in the menu.

You'll also find:

Filters at the top that you can customize. You can also add a new filter and choose from nearly any field related to the report's topic, not limited to the preset filters shown.
Assignee data on Jobs and Contacts is now available to filter and report on, shown as a readable list of names.
Internal notes added to an Estimate are now available as report data and can be added to a dashboard.

The Analytics AI chatbot in the bottom right corner, if your plan includes Analytics AI

If your access profile has Hide Cost enabled, the Charts and columns in a report don't display cost, margin, or profitability data.

Note: On Analytics Enterprise, you can also open a report's Workbook, the page where you build or edit its Charts.

Using the Chart Options Menu

Hover your cursor over a chart to reveal a three-dot menu, and select the three dots to view additional options. These include:

Explore: This option shows the data included in the chart, and allows you to edit what is included by selecting or deselecting options from the menu on the left.
Ask a Follow-up Question: Opens the AI chatbot where you can ask clarifying questions.
Download: Allows you to download the data in the chart.
Alert: Sends an email alert to let you know if a condition is not fulfilled for a scheduled report to send successfully.
Schedule Delivery: Schedule deliveries of reports to your inbox.
Explain: Circle an aspect of the chart and prompt the AI chatbot to explain it further.
Filters Applied: The number of filters applied to the report chart. Select this option to view which filters are applied.
Query Ran...: Shows when the report query was last updated.

Note: Reports are updated every hour. If a change in the data occurs, it reflects the change one hour later.

Ask a Follow-up Question and Explain use the Analytics AI chatbot, so they're available only to accounts with Analytics AI or Analytics Enterprise.

Viewing Data Across Linked Accounts

If your company has more than one JobNimbus account linked under one organization, Analytics Enterprise can show data from all of them together.

Select your account name in the top right dropdown under Analytics.
Select All accounts.

Every dashboard now rolls up data from all linked accounts. To break results out by account, use the Company field. To go back to one account, select All accounts in the header, then select your account name.

Custom fields don't roll up across accounts. Switch to a single account to report on them. Hide Cost still applies in the rolled-up view. If you see "Multi-Account Analytics isn't available for this account," your account isn't linked to an organization. Contact your account representative to set it up.

Using the Analytics AI Chatbot

The chatbot offers preset topics for deeper exploration, or you can type a custom question. Check out this article for example prompts.