Admin users have access to the same level of data in Advanced Analytics as they have in other analytics areas of Coconut. This means that an admin can view data for all staff, locations, services, and clients.

Managers have access to the same level of data in Advanced Analytics as they have in other analytics areas of Coconut. This means that a manager can view data for all staff, locations, services and clients at locations to which they are assigned.

At this time staff roles cannot access Advanced Analytics.

Dimensions and measures are subcategories of fields. Dimensions are field elements that can be added to an Explore to enrich the data being viewed. Measures help determine how the data is presented (count, percentage, etc.). The combination of dimensions and measures from various fields produces a metric.

An Explore is a combination of dimensions and measures from various fields to produce a metric. Explores enable you to drill down into a particular element of your data.

A Look is a metric that can be saved from an Explore and added as a tile to a Dashboard.

A Dashboard is a combination of Looks and visualizations (a Look that isn’t saved to a folder before adding it to a Dashboard). Dashboards present a broad view of data centralized on a specific theme.

Booking Experience Satisfaction measures a client's happiness level with the booking experience. It is measured when a client is at the end of scheduling an appointment.

Customer Satisfaction measures a client's happiness level with the engagement experience. It is measured after an engagement is marked as completed and a client has taken action to share feedback.

Please refer to Explores: Getting Started for how to save an Explore.

Please refer to Explores: Getting Started or Dashboards: Getting Started for how to schedule delivery of an Explore or a Dashboard.

Leveraging forecasting abilities is coming at a later date. Stay tuned!

Total available time when calculating a staff member's utilization is determined based on a combination of business hours, working hours, and adjustments. As a result, there is the potential for a staff member's utilization to be calculated at greater than 100% if an appointment is booked for that staff member through Schedule outside of a location's business hours.

For example, Central Branch is open 9-12 on Sunday mornings. Bonnie is booked for all of that time this Sunday. She also scheduled an appointment for a select client to advise on an important matter from 1-2 this Sunday. Bonnie's utilization for this Sunday will be greater than 100% as a result, because Central Branch's business hours are 9-12 only.

All appointment statuses except for Canceled are included in utilization calculations.

Saved content, such as Looks, are accessible from Folder Content. To access Folder Content, click the folder icon that displays beside Explore actions or Dashboard actions.

You can share your created dashboards by moving them into the Group folder:

If you are receiving a message stating that “you are not authorized to view this page” when attempting to view a dashboard on iOS:

If you receive a 400 error, this is most likely due to cookies being blocked by your browser. To resolve this error, click on the cookie icon in the address bar to enable cookies and then refresh the page.

For more information on managing and/or enabling cookies when using Google™ Chrome, please refer to this documentation.

NOTE: Incognito windows cannot currently be used when accessing Advanced Analytics.