SuperOffice and Business Analyze: Why you need both
Why use Business Analyze in addition to SuperOffice dashboards?
Both SuperOffice dashboards and Business Analyze are powerful tools – they help you be more successful by fully utilising your CRM. Both tools help you organisations understand customers, increase productivity, and make better decisions.
At first glance these tools look similar because they present Superoffice data visually – they both give a quick overview of facts on dashboards. In other ways, however, they are very different.
What are the differences?
SuperOffice dashboards offer a variety of standard reports about core CRM areas including sales, activities, campaigns, customers, and projects.
Business Analyze goes beyond standard dashboards to provide everyone, including CEOs and leader teams with personlised experiences and self-serve analytics. The following diagram shows key differences:
The best analytics for SuperOffice users
Whatever your needs, Business Analyze for SuperOffice is made with SuperOffice customers in mind. Check this list below to see what you can do:
|What do you want to do?||Explanation|
|Add data from another source||Combine data from ERP, HR, surveys or feedback tools with SuperOffice data. Import user details from another system to simplify user access and administration.|
|Set targets and track progress||Input KPIs, budgets or other goals and get status updates about percent achieved, percent remaining etc.|
|Create custom reports||Specify exactly what data should be presented and how.|
|Add SuperOffice UDEF fields to reports||Add to reports UDEF (user-defined fields) in SuperOffice|
|Design dashboards to match your company brand||Change colors, fonts, alignments, chart types and properties or create your own style sheets with CSS|
|Add pictures, documents, videos or links on a dashboard||Add text, links, videos or images to a dashboard to provide users with additional information.|
|Share facts on a TV or office screen||Display dashboards or individual elements on widescreens/TV displays. Use to keep up motivation around KPI’s or targets and share successes.|
|Enable 3rd party access||Enable 3rd parties to securely access select dashboards. Useful for sharing insights with channel partners, members, daughter-companies or subsidiaries etc.|
|Present data about specific parts of my organisation||Break down data by country, department, business group, function, region etc. or multiple criteria. E.g. Department x in Country Y. Good when you have complex organisational structure.|
|Do in-depth analytics or forecasting||Create drill-downs for more detailed analysis, add additional data sources or do calculations. For example, better prediction of sales by basing pipeline on a salesperson’s past win record.|
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