Key Features

ForceBI is a tool designed to provide ForceManager users with greater autonomy and flexibility in business data analysis. Without the need for advanced technical knowledge, you can create customised dashboards in minutes, tailored to your specific business needs.

ForceBI allows users to create personalised reports without writing code. With an intuitive interface and preconfigured graphic blocks, you can choose what to measure, the type of chart (bars, lines, etc.), analysis variables, and applicable filters.

Practical applications: Analysis of sales, business opportunities, activities, and metrics related to accounts and contacts.

Dashboards display real-time updated data, enabling users to have a clear view of key performance indicators (KPIs).

Example: Monthly sales trends.

You can easily and intuitively edit each widget added to your dashboard. In the top-right corner of each widget, you’ll find three icons that allow you to:

Enlarge the widget to the centre of the screen to view data in the selected format and as a table.

The edit menu provides options to change the graphical appearance of the data, adjust axes, modify displayed data, and apply advanced filters to show only relevant information.

From this menu, you can:

• Duplicate the widget.

• Download it as an image or Excel file.

• Share it via email.

• Delete it.

Customising your dashboard goes beyond editing the content and data visualisation of widgets. You can also adjust their size and position to suit your needs.

• Editing and downloading:

Select a widget by clicking on the top-left corner to edit or download it.

• Deleting:

If you decide to delete a widget, the system will require you to manually confirm the action. This ensures you don’t accidentally lose all the work put into its configuration.