Business Analytics Module

Business Analytics Module

The Business Analytics module helps you turn your platform data into actionable insights. Built into the 3YOURMIND system, it includes curated dashboards that aggregate and visualize key business metrics across your operations.

Access and Permissions

Restricted Access

Analytics dashboards are only available to users with the Organization Admin role. For more details on user roles, see our Roles and Permissions Guide.

You can find the dashboards in the Organization Management, under Analytics.

Using the dropdown menu, you can switch between different dashboards.

Switching dashboards

Availability by Hosting Type

Analytics is available only for:

  • Dedicated Cloud instances

  • On-premises deployments

It is not available on the Shared Production server.
If you're currently on a shared environment and want access to Analytics, please contact your Sales Representative to discuss migration to a Dedicated Cloud instance.

Dashboard Overview

The following dashboards are included in the Professional Package:

Order Management

Track order volumes and values.

  • Date filter behavior:

    • Orders: Uses order creation date.

    • Catalog Parts: Uses part creation date.

Order Management dashboard

Part Lifecycle Management

Analyze the distribution and evolution of parts throughout their lifecycle.

  • Date filter behavior: Uses part creation date.

Part Lifecycle Management dashboard

Production Management

Monitor job and part completion progress.

  • Date filter behavior:

    • Parts: Uses the target finish date.

    • Jobs: Uses the job start date.

Production Management dashboard

User Management

View statistics related to platform users.

User Management dashboard

Enterprise Package: Custom Dashboards

Customers on the Enterprise Package can create and configure their own dashboards.

Interested in a training session?

Reach out to your Customer Success Manager for support and onboarding.

Accessing the Analytics Configuration Area

Depending on your setup, you can access the dashboard configuration in one of the following ways:

On-prem customers need to use Option 3 - Login Form as the other two options rely on Metabase SSO which is not available for Metabase on-prem.

Option 1 - Through Organization Management (Recommended)

  1. Navigate to Organization Management > Analytics and

  2. Click Configure Analytics (top right corner):

Option 2 - SSO

Only available on cloud-hosted instances.

  1. Open <URL of your 3YOURMIND platform>/analytics/ in your web browser.

  2. Select Sign in with SSO:

    1. If you are logged in, you will be authenticated automatically.

    2. If not, you'll be redirected to the login page first:

 

Option 3 - Login Form (For On-Premis Customers)

  1. Open <URL of your 3YOURMIND platform>/analytics/ in your browser

  2. Select Sign in with email

  3. Enter your Metabase login credentials:

Permissions for Configuring Analytics

To access the Analytics configuration via Options 1 or 3, you need one of the following roles:

  • Server Admin / "Superuser"

  • Organization Admin

Superusers are automatically granted admin rights in the Analytics module.

Please, refer to Roles & User Rights for more details.