Business Analytics: FAQs

About Business Analytics

Can we choose which dashboards we get?	Not currently. The dashboards are intentionally designed to work together as a complete set, giving users in similar roles a consistent view of performance and metrics.
What are Business Analytics dashboards?	Business Analytics dashboards are a built-in reporting experience within Ui.Marketing that provides real-time visibility into your revenue, margin, and pipeline. The four dashboards work together to help you monitor performance, identify trends, and uncover opportunities so you can make faster, more informed business decisions.
What dashboards are included?	You have access to four Business Analytics dashboards when you login to Ui.Marketing Revenue. Covers your revenue and margin by advertiser, growth trends, and churn. Proposals. Outlines proposal activity, closing rates, and pipeline insights. Products. Identifies product mix, active offerings, and product-level margins. Line Items. Shares order and line-item detail, including average order value and industry benchmarking.
Who should use Business Analytics?	Anyone responsible for understanding and managing your organization’s business, including executive leadership, corporate leadership, market leaders, sales leaders, digital sales managers, and other authorized business stakeholders.
How far back does historical data go?	Dashboards currently show data for the last twelve months on most charts, with some showing year-over-year comparisons.
Do the dashboards include my owned-and-operated (O&O) products?	These dashboards only include data for your AdCellerant-managed products and orders.

Access FAQs

Where can I get access to these dashboards?	You can access the Business Analytics dashboards by logging into your Ui.Marketing account. You must be an Ops or Division-level user who is a designated leadership contact at your organization. Not sure if you have a Ui.Marketing account or haven’t logged in to the platform in a while? Try our Magic Link. If you still have trouble accessing your account, submit a support ticket.
How do I get access?	There’s no setup required on your end. Your partner success team has identified the leadership contacts at your organization. If you don’t have access, please contact your dedicated partner success team.
Can multiple people from my organization have access?	Yes. If someone else on your team should have access to these dashboards but doesn’t already, please submit a support ticket. It’s quick and easy, and it doesn’t require a new activation process.
Can I choose which dashboards I have access to?	No. Business Analytics dashboards include all four dashboards as a complete set, so everyone in a similar role has a consistent view. However, if you’re a Market Leader, for example, you’ll only see data specific to that market.
Can my dashboards be customized?	Not at this time. We're launching with a standardized set of dashboards for all partners to provide a consistent reporting experience. As we continue to enhance Business Analytics, we'll evaluate additional customization options.
How is access secured? Can all users see the same information?	No. Business Analytics dashboards use role-based security: Executive and corporate leadership see consolidated reporting and can drill down to the market level. Market and division leaders see only the markets they’re authorized to manage. Additional permissions follow your organization’s existing access structure.
Who determines what information I can access?	Access is based on your role, set as part of the centralized rollout of these dashboards. If your responsibilities change or you need different access, please contact your partner success team or submit a support ticket.
What's the difference between what an Ops-level user sees vs. a Division-level user?	Ops-level users see information for all divisions, while Division-level users see only information for the divisions they can access. The dashboards themselves don't change; the data populating them is scoped to match what's relevant to that role.

Using Business Analytics

Where do I find Business Analytics?	When you log into Ui.Marketing, you will see a new button labeled Business Analytics. You can also find your dashboards under Reports or by clicking this link.
Will the dashboards update automatically?	Yes. Dashboard data refreshes automatically, so you’re always seeing current information.
Can I set up alerts or scheduled reports?	No. Business Analytics dashboards are available on demand whenever you log in to Ui.Marketing.
What do all the different metrics mean on each dashboard?	We’ve put together a complete breakdown of what each metric means that you see on each of the four dashboards. Revenue Dashboard Proposal Dashboard Line Items Dashboard Products Dashboard
Can I download or export the data from these dashboards?	Yes. Every dashboard supports an export, so you can pull the data into Excel or wherever else you need it.

Support

Who should I contact if I have questions about the Business Analytics dashboards?	Your dedicated partner success team.
I should have access, but I don’t see Business Analytics when I log in to Ui.Marketing.	Submit a support ticket.
What if I think the numbers are wrong?	Reach out to your Pod Leader with what looks off and which dashboard it's on. If you have any trouble accessing your dashboards, you can submit a support ticket.