Xemplo Analytics is now available for Company Administrators and HR Managers. It provides the ability to create visualisations and dashboards that draw on your organisation’s HR, billing, and other key business data. These dashboards can be shared with your team to support better visibility and decision-making.
| Watch the video: Xemplo Analytics in action |
Analytics enables administrators to:
- Build and customise dashboards with a range of visual components such as charts, tables, and key metric tiles.
- Combine HR and billing data to identify patterns and trends.
- Share insights across the organisation to support transparency and informed action.
- Maintain live visibility as data is refreshed and updated.
Enable Analytics
| Please note: Xemplo Analytics is an add-on product. To activate this product, please contact your Account Manager or our Customer Success team. |
Once activated, the following users will have access to Analytics granted automatically:
- Super Administrators will have access to create visualisations and dashboards for any company in their environment.
- Company Administrators and HR Managers will have access to view any shared dashboards.
Create Visualisations and Dashboards
Once activated, you can begin creating visualisations and dashboards to explore and present your organisation’s information.
Xemplo Analytics automatically detects the available data fields from each connected source (for example, HR and billing). You can use these to build visual components such as charts, tables, and key metric tiles.
| Watch the video: Creating Visualisations and Dashboards |
To create a visualisation:
Go to Analytics → Visualisations → New Visualisation.
Select the data source you want to use (for example, Worker or Invoicing Data).
Choose the type of visualisation — such as a bar chart, line chart, pie chart, or table.
Select the data fields to display (for example, Department, Headcount, Invoice Value).
Apply filters or aggregation rules to refine your view.
Save your visualisation and, if desired, add it to a dashboard.
Each visualisation remains linked to its source data in Xemplo, meaning it updates automatically as new data is imported or synced.
To create a new dashboard:
- Go to Analytics → New Dashboard.
- Enter a name (for example, Team Metrics or Billing Overview).
- Choose a layout and add the required widgets.
- Configure filters to define the scope of data displayed.
- Save and preview your dashboard.
Share Dashboards
Dashboards can be shared with individuals or groups.
- Select Share.
- Set users and appropriate access permissions (View or Edit).
- Notify users of their access.
Shared dashboards update automatically as data refreshes.
5. Review and Maintain
Dashboards are most effective when reviewed regularly.
- Monitor which dashboards are being accessed most frequently.
- Collect feedback from team members.
- Adjust filters, layouts, or widgets as business needs evolve.
- Schedule a periodic review to ensure dashboards remain current.