Since Sunlight is a platform that can be used by many users of your company to make several orders, we understand how important it is to have a place where you can see the type of orders and resources your employees are requesting and how they are spending their budget throughout different periods of time.
Because of this, we have revamped our Analytics Dashboard to provide you with even more detailed information about the spending habits, type of resources, and areas of interest that your employees are acquiring.
To start with, go to your company’s profile page and click the Analytics button on the sidebar located on the left of your screen.
What will you see?
In this area, you’ll see data related to your company members, learning preferences, and expenses in the form of graphs, pie charts, percentages, and other values.
At the top of your screen, you’ll see the following tabs:
Learning: it shows active users, active learners, skills and categories associated with the resource, the type of resources, and which resources were purchased the most.
Finances: it shows the total amount spent, number of purchases and the types of resources, the average expense per purchase and per user, and the average purchase per user.
People: it shows the total of learners who’ve made a purchase, the number of requests approved, the number of new learners who’ve made their first purchase, the different statuses of requests, and the top learners by the number of resources bought and by the amount of budget spent.
Filtering your data
In all of the previously mentioned tabs, you will also be able to use a variety of filters to cater the information to the data you need.
These will let you edit different parameters, such as cohorts, specific periods, type of resources, area of learning, and the orders' status.
Also, if you wish, you can reset the filters you chose at any moment by clicking on the three dots located at the top of each filter.
A few extra perks…
Additionally, we have some extra features for every graph. For example, by clicking on the charts, you will be able to see a small menu that lists different options: the first one is to display or not that menu, the second one is to enlarge the charts, and the third one is to download the data as a CSV.
Finally, just click on the arrows located on the top left of the analytics screen to undo or redo the parameters or reset all the shown data.
To answer a few questions you might have:
Who will be able to see the dashboard?
For the time being, the only people who have access to this dashboard are the ones who are assigned as “Company admins” in your company group.
Which data will show in the CSVs I download?
It’s essential to consider that when you go to a graph and download a CSV, you’ll only see the data included in that graph.
How can I filter the dashboard so that it only shows the data of a certain period of time?
First, you need to go to the date filter and select a time range relative by: years, quarters, weeks, etc. Then you can select if you want to see the previous, current, time to date, last or next.
For example, if you wish to see the data from the beginning of the current year to the beginning of next year, simply click on “This Year”. You can also see data from the beginning of the year to the current date if you click on “Year to date”. If you wish to see the data of last year, then click on “Previous year”.
That being said, let’s say you want to only see the data of a specific time period which isn’t the current nor the previous year, how can we do that? You can simply choose a start date and an end date with the calendars in “Date Range”.
Is there something I can share with my team besides this article?
Of course, if other admins wish to know more about this feature, feel free to send them this video that our team created, which summarizes this fantastic dashboard: