Module guide
Analytics
The whole workspace in numbers, from a strip of headlines down to one module.
Overview
Analytics is the overview of the workspace read as numbers. It opens with a strip of headline figures meant to be understood in a glance, then a grid that goes module by module for the reader who wants to know why a headline moved. The date range, the refresh and the export are on the header, and a role lens changes which numbers lead, because a founder, a delivery lead and an operations manager are looking at the same workspace for different reasons. Where a number is not available the screen says so in readable terms rather than showing a blank, and it fills with fresher figures as they arrive.
Highlights
The capabilities worth knowing before you dive in.
- A headline strip summarising the platform, readable without interpretation
- A module by module grid underneath, for the question the headline raises
- A date range on the header, applied across everything on the page
- A role lens, so the numbers that lead match the reason you opened the screen
- Export, for taking a period out to somewhere else
- Readable fallbacks rather than blanks where a figure is not available yet
Important to know
Limits, permissions, and sharp edges to keep in mind.
- Analytics reads and never writes. Nothing here changes a task, a project or a record.
- Numbers respect permissions, so two people can legitimately see different totals for the same range.
- A figure shown as unavailable is a figure that could not be read, which is not the same as zero. The screen keeps the two apart on purpose.
- The date range applies to the whole page. A card that looks wrong is often a range that is wider or narrower than you expected.
How to use it
The primary workflow, start to finish.
- Open Analytics and set the date range you care about.
- Read the headline strip first. It is designed to be understood without study.
- Choose the role lens that matches why you are here, so the leading numbers are the ones you need.
- Move down to the module grid when a headline raises a question, and follow the deep links into a module for the detail.
- Export the range if the numbers need to leave Atlas.
FAQ
- Is zero the same as unavailable?
- No, and the screen keeps them apart deliberately. Zero means nothing happened. Unavailable means the figure could not be read, and no conclusion should be drawn from it.
- Why do my numbers differ from a colleague's?
- Because analytics respects permissions. You each see the totals for the data you are allowed to see, over whichever range each of you has set.
- What does the role lens change?
- Which numbers lead. It reorders and emphasises rather than restricting, so nothing is hidden by choosing a lens.
- Can I get the underlying rows?
- Export the range from the header, or follow the deep link into the module that owns the number. Analytics summarises; the module holds the detail.
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