Navigating Enterprise Analytics

Enterprise Analytics is available in the left-hand navigation panel inside your DoubleTick account. Click on it to open. Once inside, you will see two sections listed: Dashboards and Reports.

By default, the Dashboard view opens first.

Dashboards

The Dashboard section is where you can view multiple reports together in one place. Using widgets, you can display your saved reports in different visual formats — such as line charts, bar graphs, or tables — and arrange them on a single screen for a quick overview of your business performance.

Dashboards are covered in detail in the next article.

Reports

The Reports section is where you build and manage your individual analyses. You can create two types of reports in DoubleTick:

Segmentation Reports — These analyze metrics over a selected time period. You can track multiple metrics together or break down a single metric by dimensions like team member, reporting manager, or WhatsApp number. Segmentation Reports are ideal for tracking ongoing performance and trends.

Funnel Reports — These track conversion steps across a defined sequence, helping you understand where customers are progressing and where they are dropping off in a multi-step process.

Each report type is covered in its own dedicated article in this section.