How Nebulas Analytics Helps You Understand Customers and Operations

01

What a growing company gains

Nebulas Analytics turns authorized business data into KPIs, charts, and tables, bringing together sales, margin, finance, customers, inventory, and operations in the same analytics space. The result is a view that spans from the executive overview down to operational detail without switching tools.

02

How the reading flow is organized

Steps

1. The dashboard brings together indicators for sales, purchases, profitability, credit, customers, inventory, orders, and activity.
2. Each user can move, show, or hide widgets in the dashboard.
3. The chosen period is compared with the previous one to understand trends.
4. Sales and margin tables can be exported to CSV for further analysis.

03

What you need before starting

Prerequisites

• Authorized business data connected to the analytics space.
• The ability for each user to move, show, or hide widgets in the dashboard.
• A reference period and a comparison period already decided by the team.

04

Hypothetical example: an expanding SME

Hypothesis: a distribution company wants to understand whether the new customers acquired in the quarter generate enough margin. The team opens the sales and margin dashboard, compares revenue, costs, and gross margin by period, then cross-checks this with the CRM analytics section to see the lead funnel that originated those customers. Adding the inventory view, they check whether the products sold to those customers are below threshold or have reserved quantities that risk delaying shipments.

05

What to check regularly

• Receivables aging and due dates, to anticipate liquidity pressure.
• Below-threshold products and inventory movements, to avoid stockouts.
• Open orders and reserved quantities, to align sales and availability.
• Lead funnel and new customers, to connect acquisition with financial results.
• Activity audit trail, to track who acted and when.

06

How to set up Nebulas Analytics to understand customers and operations

Nebulas Analytics brings together CRM analytics, segmentation, new customers, lead funnel, projects, messaging, and audit trail, extending oversight from financial results to daily execution. Financial dashboards show cash flow, income, expenses, net balance, due dates, receivables aging, payments, received e-invoices, VAT, and stamp duty based on available data, while views on stock value and units, categories, below-threshold products, movements, reserved quantities, open orders, components, and shipments turn inventory and backlog into operational signals.

07

A suggested weekly routine

Steps

1. Open the KPI dashboard and compare the current period with the previous one.
2. Check sales, margin, and receivables aging for risk signals.
3. Review inventory: below-threshold products, reserved quantities, open orders.
4. Move to the CRM section to read the lead funnel and new customers.
5. Export the tables useful for the team's operational meeting to CSV.

08

Next step

Anyone who wants to see sales, inventory, customers, and activity in one analytics space can start by mapping which sales, inventory, and CRM KPIs are already available in their authorized business data and organizing them in the dashboard, taking advantage of each user's ability to move, show, or hide widgets according to their needs.