Upland Analytics
Upland Analytics is a reporting tool that uses real time data to create a variety of customizable reports on reference activity, revenue impact, and content usage in your RO Innovation platform. You can use Analytics to view statistics and trends, such as nomination growth, reference engagement, impacted sales wins, and request frequency. Create dashboards and configure email subscriptions to efficiently share these important insights with your internal stakeholders.
- To open Upland Analytics, click the Analytics icon on the side navigation menu.
- To open a dashboard, click the linked dashboard name.
- To open a specific report, open the Reports folder, and then click the report name.
Note: The Analytics icon is only visible to those with an Analytics license who have been granted access. To arrange licenses, or find out more about how it can help your organization, please contact your Upland RO Innovation Customer Service Manager.
Dashboards
Upland Analytics for the RO Platform includes the following standard dashboards:
- Analytics Reference Manager Dashboard : Displays information on the daily mechanics of running and managing a reference program.
- Analytics Stakeholder Dashboard : Displays high-level information on the health of a program, the value it's providing, and any red flags. It also shows trends in terms of whether a program is growing or stagnating.
- Analytics Marketing Dashboard : Displays marketing assets currently being managed and/or used in order to help guide marketing content strategy.
- Analytics Reference Pipeline Dashboard : Displays customer and contact level views of the reference pipeline, organized by reference status.
- Analytics Request Activity Dashboard : Displays details related to request activity that can be used by Reference Managers.
- Analytics Spotlight Activity Dashboard : Displays details related to spotlight activity that can be used by Reference Managers.
- User Adoption Dashboard: Displays high-level information on user adoption using login and program activity data.
Note: To create custom dashboard, see Creating a dashboard.
Note: The Upland RO Innovation Help Center has information on Upland RO Innovation standard dashboards, fields, sources, and related events. To learn more about working with the dashboards and reports, see the Upland Analytics Help Center.