9:25
Coming soon
Basics
ProMatrix module
Analytics & Reports
A report and dashboard builder over data from all modules: sales, manufacturing, finance, HR, warehouse, and projects in a single set of metrics.
In production
About the module
Metrics you can trace down to the document
Because the modules run on a single core, analytics needs no exports to spreadsheets. The builder assembles a report from any entities in the system, the dashboard updates as data arrives, and a subscription sends out a summary on schedule. Any metric drills down to the source document that produced it.
Who works in the module
CEOCFOAnalystBusiness Unit Head
An object's path through the module
01
Collection
02
Data mart
03
Report
04
Dashboard
05
Alert
06
Decision
Features
What the module can do
8 feature blocks available once the module is enabled.
01
Report builder
Fields, groupings, filters, calculated metrics, and pivot tables — no coding required.
02
Dashboards
KPI tiles, charts, funnels, and tables on one screen with auto-refresh.
03
Drill-down to source
Go from an aggregate to the specific document behind the number.
04
Subscriptions and delivery
Automatic scheduled delivery of reports by email or chat.
05
Threshold alerts
A notification when a metric goes out of bounds: missed deadline, cash gap, low stock.
06
Period comparison
Plan vs. actual, year over year, moving averages, and trends.
07
Export and API
Export to XLSX/CSV/PDF and API access to data marts for external systems.
08
Data permissions
Row-level security: a department head sees only their own data.
Connections
Modules it works with
The module can be bought on its own, but it shines in combination: data flows between modules automatically.
Video
Feature demo
This section is set up for screen recordings. Videos are added as they are produced.
6:40
Coming soon
Dashboards
Executive dashboard
4:15
Coming soon
Analysis
Drilling a metric down to the document
5:05
Coming soon
Monitoring
Threshold alerts
Purchasing
How to buy this module
The module is licensed separately or as part of the system, by subscription or perpetually. You can estimate the cost for your setup in the calculator.
With a server
Client-server edition: collaboration, sync, chats and conferencing. The server runs on your side, on ours, or in a hybrid setup.
Local, no server
Installed on a workstation with its own database. Standalone operation, perpetual license; the server side can be added later.
Subscription or perpetual
A monthly fee with updates and support, or a one-time purchase with support under a separate contract.
With implementation
Process setup, data migration from your current systems and user training — as a separate stage.
See the module on your own data
We'll load your sample documents and processes into a demo environment so you can see the system in a familiar setting.