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ANALYTICS & REPORTING

The numbers, straight from the source.

Coverage, productivity, and order value — dashboards over the same records your teams write, governed by Data Studio.

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Sales dashboard — West Coverage 86%Productive visits 1,240Order value 1,840,000
REPORTOWNERSCHEDULEAUDIENCE
Coverage by beatSales opsDaily 7amSales heads
Scheme spend vs planFinanceWeeklyCFO office
SLA performanceService opsDailyService heads
Van settlement varianceDraftDistribution
THE LIFECYCLE
Collect — nothing to ETL Govern Explore Share
IN DEPTH

No warehouse project required.

01 · ONE SOURCE

Reports on the records themselves

Dashboards read the same entities the field writes — no ETL pipeline, no morning-after data.

Ask Sense: "Show today’s sales by beat."
Dashboard — Sales, live
Kothrud beat · today184,600
Baner beat112,300
Hadapsar beat96,400
Reads the same records the field writes — no ETL, no morning-after data
Dataset — Orders (governed)
SourceData Studio · star schemaAccesspermissioned · row-level securityDeliveryscheduled · Mon 07:00
The analytics layer is part of the platform, not beside it
02 · GOVERNED

Data Studio underneath

Governed datasets, permissioned access, scheduled delivery — the analytics layer is part of the platform, not beside it.

Ask Sense: "Who can see the margin dataset?"
03 · ASK, DON’T BUILD

Sense for the ad-hoc questions

The one-off question doesn’t need a dashboard — ask it in plain language, get a cited answer.

Ask Sense: "Why did Kothrud dip last Tuesday?"
Sense
“Why did Kothrud dip last Tuesday?”
asked in plain language
Ask
4 reps on leave; 2 beats uncovered
cited: attendance register · visit plans
Cited
BUILT IN

Not a module. The platform.

Every entity you model is reportable from day oneBanded pixel-perfect and pivot designers with scheduled email subscriptionsDashboards with role-scoped visibility
Underneath is xMatix Data Studio — the governed data layer. Explore it →
THE MECHANISM

From record to dashboard — governed the whole way.

Orders Visits Invoices
DATASET · SALES PERFORMANCE
Dimensionsbranch · product · month
Measuresrevenue · units · margin
Row-level security🛡 by territory
DASHBOARD TILE
KPI TILE
8,640,000
pipeline this quarter
📬 Scheduled email — same dashboardMONDAYS 08:00 → SALES HEADS
A dashboard can only say what its dataset allows — governance lives upstream.
Row-level security travels with the data: each viewer sees their own territory.
The Monday email is the same governed dashboard, on a schedule — not a fresh export.
04 · ANALYTICS & REPORTING AT A GLANCE

The capabilities, stated plainly.

Every row ships today and traces to a capability described on this page.

CapabilityxMatix Analytics
Role-scoped dashboards and KPI widgetsNative
Banded, print-perfect report designerNative
Pivot designerNative
Report wizardNative
Scheduled email subscriptionsNative
Row-level security on every reportNative
Star-schema datasetsIntegrated — Data Studio
Managed warehouse refreshIntegrated — Data Studio
Archive rulesIntegrated — Data Studio
Governed embedded BINative
FEATURE HIGHLIGHTS

Everything in Analytics & Reporting.

Dashboards & KPI widgets
The morning numbers, without asking anyone.
Sales, stock and service on one screen the moment you log in. Each widget respects who's looking — a branch manager sees their branch, nothing more.
Banded report designer
Print-perfect reports, down to the millimetre.
Statements, registers and statutory formats that look exactly the way your auditor expects. Design them once with bands and totals; run them forever.
Pivot designer
Slice the quarter any way the question comes.
Drag dimensions and measures until the answer appears — no export, no spreadsheet. Save the view and it stays live.
Report wizard
A working report before the meeting starts.
Pick a dataset, pick columns, done. The wizard builds the report for you; tune it later if you ever need to.
Scheduled email subscriptions
The Monday report sends itself.
Any report, on a schedule, in your team's inbox before they ask. Change the report once and every subscriber gets the new version.
Star-schema datasets
One version of the truth, ready to query.
Your operational data is reshaped into clean, analysis-ready sets that every dashboard and report draws from. Everyone argues about the decision, not the numbers.
Row-level security
Everyone sees exactly their slice.
The same dashboard shows each region its own numbers automatically. Access rules travel with the data, not the report.
Managed warehouse refresh
Fresh numbers without a data team.
Your analysis data refreshes on schedule into a managed warehouse — no pipelines to build, no servers to babysit.
Archive rules
Years of history without slowing today.
Old records move to the warehouse on rules you set, staying queryable for analysis while the working system stays fast.
Governed embedded BI
Your analytics, inside their tools.
Publish approved dashboards into other apps and portals — what's shared is allowlisted, so nothing leaks that shouldn't.
05 · COMMON QUESTIONS

The questions evaluators ask.

Do I need a data warehouse to report on this?

No — the warehouse comes managed. Your operational data reshapes into clean, analysis-ready star-schema datasets that materialize into a managed cloud warehouse, provisioned and refreshed on schedule for you. There are no pipelines to build and no servers to babysit; dashboards, pivots and banded reports all draw from the same datasets, so everyone argues about the decision instead of the numbers.

What is the difference between Analytics and Data Studio?

Analytics is where numbers are consumed: dashboards and KPI widgets, print-perfect banded reports, pivots, scheduled email subscriptions. Data Studio is the modelling layer beneath it: governed data models, dataset building, refresh schedules and archival rules that feed everything above. Define revenue once in the studio and every report downstream means the same thing by it. Explore xMatix Data Studio.

Can reports respect the user's record permissions?

Yes — row-level security lives with the data, not with each report. The same dashboard shows a branch manager their branch and a region head their region, automatically; each user queries the same dataset and sees only their slice. Because the rules travel with the dataset, a new report cannot accidentally widen access.

Can I export or connect BI tools?

Approved dashboards publish into other apps and portals through governed embedded BI — what is shared is allowlisted, so nothing leaks that should not. Scheduled subscriptions deliver any report to the team's inbox on a cadence. For ad-hoc slicing, the pivot designer answers most spreadsheet-export impulses in place: drag dimensions and measures until the answer appears, then save the view and it stays live.

RELATED RESOURCES
Related product
Explore xMatix Data Studio →
Related architecture
Explore the xMatix platform →
Related guide
Browse the xMatix guides →
Related reference
What secondary sales means →
xMatix Sense · On This Data

Ask instead of building the report.

Senseacting as Sara Khan · audited
Where is scheme spend leaking?
Two schemes account for most of the variance — both over-redeemed in Central West against flat order growth. Open the breakdown by outlet?
Open breakdown Show details
Meet xMatix Sense →
BUILT ON THE PLATFORM
Add fields without codeChange forms in the studioAutomate approvalsPromote changes with undo
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