How to use platform Analytics

Overview

The Delio platform provides comprehensive platform Analytics. Analytics are divided into three categories: Overview, user, and investor. This segmentation provides you with deeper insights into investor activities, identifies popular Deals, and highlights emerging trends.

This help article covers:

• Accessing Analytics on your Delio platform

• A look into Overview Analytics

• A look into Users Analytics 

• A look into Deals Analytics 

• Filtering the Analytics

• How to export graphs from Analytics

How to access Analytics 

Click the hamburger icon (≡) located at the top left corner of the screen to open the menu. This will reveal a left-hand sidebar menu.

Within the menu select Analytics.

This will take you to the Analytics page. 

Overview Analytics 

At the top of the Overview Analytics page, you'll find seven boxes displaying key information summaries. 

These boxes provide an overview of various metrics, such as the number of live Deals, allowing for quick and easy access to important insights.

As you scroll down, you'll see a detailed breakdown of a wide range of data presented through line graphs, bar charts, and information tables. 

This offers a visual representation of various metrics, providing a deeper understanding of the platform's performance and trends.

Users Analytics 

On the Analytics Dashboard select the Users tab to access this data. At the top of the page, you'll find five boxes displaying key information summaries. 

These boxes provide an overview of various metrics, such as the number of total Users, allowing for quick and easy access to important insights.

As you scroll down, you'll see a detailed breakdown of a wide range of data presented through pie charts and information tables. 

This display offers a visual representation of various metrics, providing a deeper understanding of the platform's performance and trends

Deals Analytics 

On the Analytics Dashboard select the Deals tab to access this data. Here you'll find seven boxes displaying key information summaries. 

These boxes provide an overview of various metrics, such as current deal uptake percentage, allowing for quick and easy access to important insights.

As you scroll down, you'll see a detailed breakdown of a wide range of data presented through pie charts, bar charts, and information tables. 

This display offers a visual representation of various metrics, providing a deeper understanding of the platform's performance and trends

How to filter Analytics

When viewing a bar chart, pie chart, or line graph, you have the option to filter the data based on specific dates. 

Click the Filter button on the graph you wish to filter which will allow you to customise your analysis according to your desired timeframe.

How to export graphs

When viewing the graph you wish to export, click the ellipsis (...) located in the top right corner. From the pop-up menu that appears, select Export to start downloading it as a CSV file.