Contents

What's available today

Intelligence is one of the four Nucleo modules. When your company has it and you've been given access, you can open it and explore its areas. The figures you see today are demonstration data: they show what each view will look like, not how your business is doing.

Open Intelligence

Steps

  1. Sign in to Nucleo.
  2. If you belong to more than one company, check that the right company is active at the top of the sidebar. Intelligence always works on the active company.
  3. Switch to Intelligence from the top of the sidebar. See Switching companies and modules.

Intelligence opens on its home page. The sidebar has two groups: Workspace, with Dashboard, Your dashboard, the channel areas, CRM, CRO and Products Inventory, and a second group with Finance & P&L. Settings is at the bottom of the sidebar, as in every module.

Note
If Intelligence isn't among your modules, ask an administrator of your company. Access is given per person, per company and per module, with a role. See Roles and permissions.

What you find today

PartState today
Home pageA greeting with example figures.
Dashboard, channel, product and inventory areasOpen and browsable, with the date range and comparison controls at the top. The figures are demonstration data, not your company's.
Your dashboardA personal dashboard you build from widgets. It's saved only in your browser on this device, and its widgets show demonstration data too.
Settings > Connectors & syncLists example data sources with their status and sync frequency, stock thresholds, alerts and warehouses. Nothing here connects your real sources yet, and the changes you make are kept only in your browser.
AtomoThe Ask Atomo button is there, but Atomo doesn't work on Intelligence data yet.
Caution
Don't base decisions on the figures in Intelligence today: they aren't your data.

What to use in the meantime

Some of the questions Intelligence will answer already have a place in the other modules:

To seeUse
Reports on leads, deals, quotes, projects and financeReports in Brain
Stock by product and location in CatalogInventory
What shoppers search for and don't findQueries

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