Workflows & examples

1. Monthly finance close pack

   1. Open /analytics/finance, set date range to last month.
   2. Review AR aging, revenue, and expense reports; export each to CSV.
   3. Build a combined custom summary in /analytics/builder if needed.
   4. Schedule it to the leadership team via /reports/scheduled.

2. Custom sales-by-region report

   1. /analytics/builder → New Report → source Deals.
   2. Dimensions: Region, Owner; Measure: Sum of Value; filter Stage = Won.
   3. Choose a bar chart, Save; it lands under /analytics/reports.
   4. Schedule weekly delivery to the sales director.

3. Weekly executive review

   1. Open /analytics for the overview, then the domain pages you care about.
   2. Check /analytics/automation/agents for the executive briefing assistant.
   3. Save any custom cut in /analytics/builder.
   4. Schedule it weekly in /reports/scheduled.