Analytics in Filmo: Dashboard, Activity and AI dashboards
Filmo has three analytics screens: the Finances Dashboard, Sales activity and AI dashboards. Here's which one answers your question and who sees it.
At the end of a month or a season you want to know how the business is doing: how much you've sold and invoiced, what's been collected and what's still pending, which equipment and which clients bring in the most work. The owner, the finance team and the office ask these questions in different ways, and they don't all need to see the same figures.
Filmo answers them on three different screens. They don't share calculations or permissions, so the first step is knowing which one answers your question.
The three screens
| Screen | Where | What it answers | Calculated from | Who sees it |
|---|---|---|---|---|
| «Dashboard» | «Finances» → «Dashboard» | A fixed summary of orders, contacts, inventory and operations for a period | Orders and tasks | People with the «Statistics» permission |
| «Activity» | «Finances» → «Sales» → «Activity» | What was invoiced and collected, overdue invoices, quote and proforma conversion, and what's still to invoice | Invoices, quotes and proformas | People with the «Sales» permission in view mode |
| «Analytics» | «Filmo AI» → «Analytics» | Your own boards of charts, asked for in plain words | One query per chart, run with the viewer's permissions | Anyone with read access to «Orders», «Sales», «Purchases», «Treasury», «Inventory», «Projects», «Statistics», «Contacts» or «Crew» |
The is a fixed panel: you choose the period and read it, nothing more. is the finance team's page for invoicing and collections. An is different: you build it yourself by asking the for the charts you want, and you can share it, freeze it, turn it into a PDF report or show it on a screen.
Think of the first two as the dials on a car's dashboard, always in the same place, and of Analytics as a whiteboard where you draw the charts you need this week.
Follow the Landmark Venues season
The Landmark Venues wedding, with its three large frame tents, 120 Chiavari chairs and 12 round tables, is one of many jobs this season. Here's how the three screens help you look back on it:
- Check the fixed summary Open «Finances» → «Dashboard» and choose the period. See The Finances dashboard and how its figures are calculated.
- Review collections Open «Sales» → «Activity» to see what's invoiced, collected, overdue and still to invoice. See Sales activity: invoiced, collected and pending.
- Build your own dashboard In «Analytics», create “Landmark Venues season” with revenue by month, top items and open invoices. See Create an analytics dashboard.
- Refine it Ask the assistant for more charts or changes. See Add and change charts with the analytics assistant.
- Keep the figures Save a at the end of the season. See Save a dashboard snapshot.
- Deliver a report Generate a : a PDF with a summary and conclusions. See Generate a NEO report as a PDF.
- Put it on the office screen Add it to a group that rotates. See Show dashboards on a screen with groups.
Two ideas to keep in mind
- The Finances «Dashboard» doesn't give accounting figures. Its revenue adds up the total with taxes of every order created in the period, drafts and cancelled ones included, and its expenses always show as zero, so you can't use it to measure profit.
- In Analytics, opening a dashboard doesn't give you its data. Every dashboard created from the app is a : the whole account can open it, but each person sees only the charts their own permissions let them query. See Who sees analytics dashboards and their data.
Statuses
| What | Statuses | What they mean |
|---|---|---|
| Dashboard | «Live», «Archived» | Archived dashboards leave the default list and come back with «Unarchive». Deleting one can't be undone. |
| Assistant plan | «Pending», «In progress», «Done», «With errors», «Cancelled», «Interrupted» | How far the assistant has got with a large request. See How analytics assistant plans work. |
| Report | «Queued», «Freezing data», «Analyzing with Neo», «Preparing PDF», «Saving PDF», «Ready», «Partially completed», «Failed» | Where the report and its PDF stand. See Generate a NEO report as a PDF. |
Snapshots and groups have no statuses: a snapshot never changes, and a group either exists or doesn't.
Where everything is
| You want to | Where | How |
|---|---|---|
| Know who sees which dashboards and figures | — | Who sees analytics dashboards and their data |
| Read orders, top items and top clients for a period | «Finances» → «Dashboard» | The Finances dashboard and how its figures are calculated |
| Understand why those figures don't match your accounting | — | Why dashboard figures don't match your accounting |
| Check invoicing, collections and what's still to invoice | «Finances» → «Sales» → «Activity» | Sales activity: invoiced, collected and pending |
| Create, archive or delete a dashboard | «Filmo AI» → «Analytics» | Create an analytics dashboard |
| Ask for charts, follow a plan, undo the assistant's changes | The dashboard's assistant panel | Add and change charts with the analytics assistant |
| Change a chart's type, size, colors or the dashboard's period | The chart and the dashboard header | Change a chart's type, size and colors |
| Find out why you can't change a dashboard or see a chart | — | Why can't I edit this dashboard? |
| Freeze a dashboard's figures | «⋯» → «Save Interactive Snapshot» | Save a dashboard snapshot |
| Deliver a PDF with a summary and conclusions | «⋯» → «Generate NEO report» | Generate a NEO report as a PDF |
| Rotate dashboards on an office screen | «⋯» → «Add to group» | Show dashboards on a screen with groups |
also appear as their own entries under «Filmo AI» in the sidebar. On a phone, the assistant opens from a floating button instead of the side panel.
Plans and AI credits
- None of the three screens is a paid module. The predefined roles «Super administrator», «Administrator», «Editor» and «Viewer» include «Statistics» and «Sales»; a «Custom» role sets them in the «Finances» group.
- On the Finances «Dashboard», «Profits» and «Profit margin» show blurred if your account doesn't have the .
- The analytics assistant and reports spend , and an administrator can turn those features off for the account. See How NEO uses AI credits.
- Accounts of the type also have the three screens.
Good to know
- None of these screens shows how much your equipment is used. Space use is on each space; see How spaces work.
- There's no export to a spreadsheet in Analytics. To take figures out of Filmo, generate a NEO report as a PDF.
- To ask about figures in a chat instead, ask NEO. See Ask NEO a question.
Up next
- Who sees analytics dashboards and their data
- The Finances dashboard and how its figures are calculated
- Create an analytics dashboard