In this article
Access and Visibility
What data can an Admin see in Advanced Analytics?
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.
What data can a Manager see in Advanced Analytics?
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.
What data can staff roles see in Advanced Analytics?
At this time staff roles cannot access Advanced Analytics.
Common Terms
What’s the difference between a field, dimension, and measure?
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.
What’s the difference between an Explore, a Look, and a Dashboard?
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.
What’s the difference between Booking Experience Satisfaction and
Customer Satisfaction?
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.
Navigation and Actions
How do I save an Explore?
Please refer to Explores: Getting Started for how to save an Explore.
How do I schedule delivery for an Explore?
Please refer to Explores: Getting Started or Dashboards: Getting Started for how to schedule delivery of an Explore or a Dashboard.
I’ve clicked Forecast, but nothing happens. What’s up?
Leveraging forecasting abilities is coming at a later date. Stay tuned!
My staff's utilization is showing at above 100%. How is this possible?
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.
What appointment statuses are included in utilization calculations?
All appointment statuses except for Canceled are included in utilization calculations.
Where do I find my saved content?
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.
How do I share a dashboard (move it to the Group folder)?
You can share your created dashboards by moving them into the Group folder:
From Advanced Analytics, select the dashboard you want to share
Click the Open Folders icon
Click My Folder
Click (⋮) next to the desired dashboard
Click Move to
Click the back arrow
Click Group
Click the highlighted Move Here button
Why am I receiving a “you are not authorized to view this page” error while using iOS?
If you are receiving a message stating that “you are not authorized to view this page” when attempting to view a dashboard on iOS:
Confirm that you have the correct permissions from your organization
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Ensure that the Prevent Cross-Site Tracking setting is not enabled in your browser settings
For information on disabling this setting, refer to this documentation
Why am I getting a 400 error?
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.