Platform Workflow

How AnalyticsPro
Turns Data into Action

A step-by-step visual guide to how the platform collects, analyses, alerts, and reports on your business data — and who can do what at each stage.

The Complete Journey

From raw data to resolved alerts — here's exactly what happens inside the platform.

STEP 01

Data In

Your database, API, or CSV feeds live metrics — revenue, sessions, orders, bounce rate — into the platform.

STEP 02

Crunched

The analytics engine aggregates totals, computes trends, and compares today vs previous period automatically.

STEP 03

Visualised

Live KPI cards, revenue line charts, and activity breakdowns render on the dashboard — refreshing every 30 seconds.

STEP 04

Alert Fired

When a metric hits a configured threshold, an alert is created instantly, users are notified, severity is tagged.

STEP 05

Reported

Authorised users schedule or generate PDF/CSV reports — daily, weekly, or monthly — sent straight to stakeholders.

STEP 06

Resolved

The team acts on alerts, marks them resolved, and the cycle restarts — keeping your business metrics under control.

4 Roles. Clear Boundaries.

Each role is designed for a specific team member. Everyone sees exactly what they need — nothing more.

👑

Admin

Full system control. Manages everything — users, rules, reports, alerts, and all settings.

Has Access To

Dashboard
Analytics
Reports (full)
Alerts
Users
Export
📊

Manager

Oversees analytics and reports. Creates and exports — but cannot delete or manage users.

Has Access To

Dashboard
Analytics
Reports (create)
Export
🔍

Analyst

Deep-dives into data. Views reports and analytics, manages alert rules, exports insights.

Has Access To

Dashboard
Analytics
Reports (view)
Alerts
Export
👁

Viewer

Read-only access. Perfect for executives and stakeholders who just need visibility.

Has Access To

Dashboard
Analytics
Reports (view)

Role Hierarchy — Most to Least Privileged

Admin

All permissions

Manager

Analytics + Reports

Analyst

Analytics + Alerts

Viewer

View only

Alert Lifecycle

How a single metric anomaly becomes a resolved action item — in seconds.

STAGE 01

Metric Arrives

A data point lands — revenue dips, bounce rate spikes, new users surge. The platform records it immediately.

STAGE 02

Rule Checked

Every configured alert rule runs against the incoming value. Threshold exceeded? The engine triggers the next step.

STAGE 03

Alert Created

An alert record is written with a severity level — Critical, Warning, or Info — and linked to the triggering rule.

STAGE 04

Team Notified

The notification bell updates live. The unread badge increments. Users see the alert in their panel without refreshing.

STAGE 05

Reviewed & Acted

An Analyst or Admin investigates. They mark it read, add context, or immediately start resolving the root cause.

STAGE 06

Resolved & Logged

Alert status flips to Resolved. Bell count drops. The event is permanently logged for audit and report generation.

Report Generation Flow

How a report request becomes a delivered PDF in your stakeholder's inbox.

01

Request

Manager or Admin clicks "New Report", picks type (Daily/Weekly/Monthly) and submits.

02

Queued

The report job enters the queue. Status shows "Draft". Processing starts in the background.

03

Generated

Data is pulled, charts rendered, and the PDF/CSV is compiled with the requested period data.

04

Delivered

Status flips to "Sent". Report appears in the list. Stakeholders receive it in their inbox.

Ready to See It Live?

Create your free account and experience the full workflow — from live data to automated alerts — in minutes.

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