Set-up guide - step by step

Step 1: Login

 

You can access the Login page from one of the following places and login using your SuperOffice Online ID:

  • from within SuperOffice – select the Analyze button
  • use ‘Sign in’ on home page, top right of www.businessanalyze.com
  • use the link in the ‘Welcome’ email. If you haven’t received an email, check your spam filter or contact support@businessanalyze.com

Note: If you have access to multiple Business Analyze solutions, login using Business Analyze ID. The first time you select login with Business Analyze ID, you must click on ‘Forgot password.’ Fill in your registered email and select email Link. You will receive an email with link to reset your password. If you don’t see the email, check your Spam filter.

 

Step 2: Explore

Familiarize yourself with the different desktops under the Analyze icon.

The most used desktops sale manager and top management. There may be several dashboards within a desktop

Desktops are role-based. There may be several dashboards within a desktop. A salesperson is meant to see only their own data on the Salesperson desktop. On the ‘sales manager desktop’, the manager will see information about everyone in their team.

As an admin, you have access to all the dashboards. We recommend that admins work with key stakeholders to decide who should have access to different desktops and then configure access.

 

Step 3: Import Users from SuperOffice

This section explains how to

  • create groups
  • define which desktops groups can access (ie. role-based desktops
  • add users to the groups

Create groups

The admin is the only person automatically registered in Business Analyze.

For most cases, we recommend that you import users into role-based groups This way you can easily assign groups to desktops.

The most common is 3 groups for 1. Salespeople, 2. Sales managers and 3. Top Management.

 

  • Go to: System admin - Groups

 

  • Select ‘new’

     
  • Enter a group name (s), e.g. Top Management, Sales manager or Salesperson
  • Save changes by pressing ‘Register’ button
  • Press ‘Search’ to see all registered groups
  • Then press ‘New’
  • Do this for each group

 

Give desktop access to groups

  • Go to System Administration/Desktop
  • Click ‘Search’
  • Select the desktop that you want to manage access rights for
  • In the ‘Group’ section move the selected group(s) to the right side and click ‘Register’ when done.
  • Recommendation:
    • ‘Top Management’ desktop - give access to user group  ‘Top management’
    • ‘Sales Manager’ - give access to user group ‘Sales Manager’ and ‘Top Manager’
    • ‘Salesperson’ desktop - give access to user group ‘Sales’ and ‘Sales Manager’

 

Import users

Go to: System Administration/ import and select the tab ‘User synchronization’

NB! If you have SQL Server 2008, use this SQL.

  • Click ‘Edit’
  • Select the tab ‘Settings’

  • Check off in the box ‘Overwrite existing desktop’
  • Use ‘Add’ to create one import section  for each role based user group you just created in this order:
    • Top Management
    • Sales Manager
    • Sales
  • select the user groups and/or users from SuperOffice (Source System)  you want to  import into each of the import sections
  • Select the tab ‘Notifications’
  • Define who should receive an email report after every synchronizaton.
  • Press SAVE! Then press ‘Synkronize now’!

 

To check that users are imported, open the system administration menu and go to: Organization and Users, press SEARCH, then you see that all users have come in. If it doesn’t look correct, go back, save and synch again.

Finally, go back to ‘System Administration/system/import’.

  • Click 'Edit' again
  • On the 'Settings' tab, uncheck the ‘Override existing default desktop’ and ’SAVE.’

 

Step 4: Initial configuration of desktops and tabs (Change Filters)

What we want to achieve is that every user can see their most wanted data with as few clicks as possible. To achieve this you will have to walk through every desktop and every tab to  configure and save the filters so that the each tab shows the users most wanted data.    

Filters define the information you see in a graph or table in a Tab. As an administrator, you want to be able to change filters and help users so they can analyze their own data.

Topics we’re going to cover include:

  • Change filters in one element
  • Change a filters for the entire dashboard
  • Saving changes as Tab default

The most common filter to change is Period and Activities.

 

Let’s take Activities as an example.

Go to the activities dashboard under Sales desktop.

See that the activities filter is set to ALL.  But in your organization, you only want to focus on number of phone calls and number of meetings. Therefore, you want to change ALL on every element on this dashboard.

  • Click on the Filter icon (top left of the dashboard)
  • Find 'Appointment type'
  • Check off a couple from the list
  • Press 'Update'
  • Now all elements are updated to show the appointment types you selected.
  • Open the Filter tab again and click the three dots then 'Save Startup' and Save as Tab Default.
    The appointment filter will be set to the selected types for everyone that opens this dashboard.
  • Congratulations You have now configured your first Tab!

Then you repeat this steps on the other desktops and Tabs that have Activity data.

 

Let’s take another example, where you only want to change on specific element. Let’s say it is a time period.

  • In this case, right click on the element you wish to change the filters (you can also click the three dots top right of an element). Select 'filters..' from the menu.
  • Find an example..I tried rolling 3 months on Registered activities per month…, that seems to take previous, current and one month forward.
  • Click 'Update' to set the filters. Open the filter tab and click the 'Save as Startup' icon. Saves this for all users.

 

One final scenario: Sometimes users want to change filter themselves, and save this view.

For example a sale leader always wants to see numbers by quarter instead of month.

The they could simply change the filter(globaly or on a single element) and then save them as Personal.

 

Tip! If there are multiple startups defined, you can switch between them using the icons on the filter tab.

 

Done!

Now you can inform everyone that their dashboards are ready.

Simply click on the Analyze icon from SuperOffice or go directly to online.businessanalyze.com and login using their Superoffice Online ID.