Read Analytics
Interpret estimate, conversion, source, and revenue trends.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Read Analytics is for and choose the correct next action.
Safety and data checks
- • Do not treat accepted estimates as collected revenue or completed work without checking the underlying records.
Complete the task
- 1Navigate
Open Read Analytics
Use the Hub navigation to open Read Analytics. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultRead Analytics is open and its page heading is visible.
- 2Review
Understand what belongs here
Analytics explains business trends over a selected time window; it is not the place to edit estimates or payments. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Confirm the date window and whether values describe created, accepted, converted, or completed work. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Change the time window, compare funnel stages, and follow an unusual result back to its operational workspace. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Do not treat accepted estimates as collected revenue or completed work without checking the underlying records. This orientation ends before any irreversible or customer-facing submission.
Do not treat accepted estimates as collected revenue or completed work without checking the underlying records.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.