Analytics: A KPI Dashboard for Small Business Owners

Analytics is Nelson’s reporting hub. It works from what your business has actually recorded in Nelson, so you can see how things are going without building a spreadsheet by hand.

One overview of the business. See your leads, bookings, pipeline, and recorded cash and revenue trends in one place. The numbers come from activity Nelson has measured in your workspace, not from guesswork.

Marketing reporting in the same place. If you have access to marketing in Nelson, you can open campaign reporting right from Analytics.

Custom reports for admins. Workspace admins can run custom metric reports over the date range they choose, then save the layout and rerun it later.

Honest about gaps. Analytics separates measured numbers from missing data. When there isn’t enough recorded activity to answer a question, it tells you so instead of filling in a made-up figure, and it won’t present a cut-off result as an exact total.

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