Analytics
The figures in Netzo come from the same records you operate with, not from a copy. A balance, a funnel or a margin always matches the documents that make it.
| You need | Use |
|---|---|
| The overview of an area | An analytics module |
| A list with your filter, sort and layout | A saved view |
| An answer or a custom report | An AI agent |
| The figures in your BI tool | The API and webhooks |
Analytics modules
Each area has a module in the analytics section of the launcher, to look at its figures. It shows every company and site your permissions allow.
| Module | Shows |
|---|---|
| Sales analytics | Deals, quotes and orders, point of sale, receivables and customers |
| Purchasing analytics | Funnel, sourcing, purchase orders and suppliers |
| Inventory analytics | Stock, history, stock control, warehouse operations and exceptions |
| Manufacturing analytics | Production, planning, quality and maintenance |
| Finance analytics | Accounting, payables, receivables and treasury |
Some operations modules (Sales, Inventory, Finances) add widgets, composed views that cross several tables: Budget vs actual compares the approved budget with the accounting by account and period; Inventory lookup finds stock balances and positions.
Views
A view saves how to see a list: its columns, filters, sort, grouping, totals and time range. There are six layouts:
| Layout | For |
|---|---|
| Table | Review and compare rows |
| Cards | See records with an image, such as products |
| Kanban | Move records by stage, as in a funnel |
| Calendar | See records by date, by day, week or month |
| Gantt | See duration and dependencies, as in a project |
| Preview | Read one record at a time next to the list |
A view belongs to a module and its place, and every person with access to them sees it. Manage views in Administration → Personalization. From a list, Export downloads the rows as CSV.
With an agent
An AI agent connected over MCP counts, sums and groups records with the aggregate tool, and shows the result as a table, chart or figure in the conversation with MCP Apps. The analysis skills teach it the common reports:
| Skill | Answers |
|---|---|
netzo-sales-analyse-pipeline | The value of the sales funnel by stage and its age |
netzo-sales-analyse-quotes | The quote conversion and the customers who stopped buying |
netzo-inventory-analyse | Stock, movements and count variances |
netzo-inventory-monitor | The items below the minimum or above the maximum |
Each one is in Skills. The agent sees only the data its credential allows.