Utilize Business Intel to build reports and set goals for yourself and your team.
Use Business Intel to view analytics reports, monitor sales performance, and set and track goals across your organization — all from one place in the Platform.
To create and edit reports and goals, Internal Users must have the Create and Edit BI Reports and Goals permission enabled. This permission is managed under Admin > Users > Roles. Internal Users without this permission can still view reports and goals shared with them.
What's in Business Intel
Navigate to Business Intel from the Navigation Panel. When you first arrive, you'll land on the Summary page. From there, use the tabs at the top to access each section:
- Summary — At-a-glance view of reports and goals pinned to this page. Any report or goal with Show on Summary Page enabled will appear here. If there are many items, the page loads the first set and shows a Show More button to load additional ones.
- Reports — All reports visible to you, organized by folder. Create and manage data reports here.
- Goals — All goals visible to you, organized by folder. Create and manage organizational goals here.
- My Goals — Goals assigned specifically to you. Use this tab to track your own progress without the noise of the full Goals list.
- External Reports — Embedded third-party or custom reports. This tab only appears when enabled for your organization.
How Often Data Updates
Business Intel data refreshes automatically four times per day: 5:00 AM, 11:00 AM, 3:00 PM, and 8:00 PM CST. Salesperson data updates more frequently — every 15 minutes.
If a report or goal hasn't been opened in more than 3 months, it will stop auto-refreshing. Opening it triggers an immediate update. Reports pinned to the Summary page always continue to refresh on the standard schedule, regardless of when they were last opened.
If you have any questions related to this article or anything else, please reach out to our Partner Experience Team at help@agvend.com.