How do I use the Analytics Center?

In this article, you will learn what information can be seen in the Analytics Center and how to use it.

Content

 

The functionality is currently still in the BETA phase. It is therefore possible that this screen is not yet available to you and the following screenshots may not correspond to the current version. We are actively working on this screen and are constantly incorporating user feedback. It will also be made available to our customers in stages. You will be informed as soon as it is rolled out for your company.

What is the Analytics Center?

In the Analytics Center, you are shown summaries of important data in diagrams, e.g. for the automation of individual invoice fields. This gives you an overview of the use of Finmatics and allows you to optimise it.

Where can I find the Analytics Center?

You will find the tab in the menu on the left. Click on "Analytics" to open the Analytics Center. 

What information can I see?

Specify in advance the period for which you want the data to be displayed. To do this, click on the field under Timeframe to open the drop-down menu. Then select the period. If you only want to see data for certain clients or companies, you can also select those here. The dashboard then updates automatically.

Active/inactive clients

Here you can see the number of clients for which invoices have been processed per month. A client is displayed as "active" if at least one invoice has been processed in the respective month.

Inactive clients are hidden by default and can be shown by ticking the checkbox.

Alternatively, you can display the exact number of active/inactive clients by hovering over the column in the diagram.

You can also hide the columns in the diagram completely by clicking on "Active clients" and/or "Inactive clients".

Number of invoices by booking code

This chart shows you how many bookings have been made per month, organised by booking code. You can also hover over the columns here and show or hide individual booking codes.

Number of invoices by transfer mode

In this diagram you can see all received invoices per month organised by transfer method. It is also possible to show, hide and hover here.

Top clients by volume

On the right you will see a selection of the clients who have made the most bookings in Finmatics in the selected period.

Distribution of invoices by booking code

Here you will find an overview of how many invoices have been transferred to Finmatics per booking code in the set timeframe. The information is also displayed in a pie chart, which you can hover over with the mouse pointer. This will also show you the exact number per booking code. 

 

Distribution of invoices by transfer mode

In this field you can see how many invoices have been transferred to Finmatics by transfer method, e.g. via web upload or e-mail.

Automation by document field

You can find this diagram at the bottom of the screen. There you can see columns for all invoice fields that were read out in the set timeframe. Here you can see how often a invoice field was read correctly or incorrectly, or how often there was no feedback.

"No feedback" means that Finmatics does not know whether the prediction was correct or incorrect. Alternatively, this message appears if you did not work in the Finmatics frontend and no feedback was sent back to Finmatics from your ERP system.

The booking lines without feedback are hidden by default. You can show them in the diagram by activating the regulator "Show No Feedback Automations" on the right side. In addition you can show or hide individual categories through "Show Field Selection". You can also hover over the individual columns.