Add an industry pack
An industry pack adds statistic lines, dashboards and two draft reports for one industry: Services, SaaS, Manufacturing, Retail or Hospitality. An administrator previews a pack with See what it adds and adds it with Add to this client. Nothing in your books changes, and the statistic lines start empty for you to fill.
The five packs
| Pack | Statistic lines | Dashboards | Dashboard names |
|---|---|---|---|
| Services | 11 | 8 | Board overview, Executive overview, Utilisation and capacity, Revenue and pricing, Profitability, People and attrition, Cash and collections, Clients and pipeline |
| SaaS | 11 | 8 | Board overview, Executive overview, Growth, Retention and churn, Unit economics, Growth efficiency, Efficiency and people, Cash and runway |
| Manufacturing | 10 | 8 | Board overview, Executive overview, Production and capacity, Quality and delivery, People and productivity, Cost and margin, Plants compared, Trends and growth |
| Retail | 10 | 7 | Executive overview, Store productivity, Customers and basket, People, Margin and stock, Companies compared, Trends and growth |
| Hospitality | 8 | 7 | Executive overview, Rooms, Food and beverage, People and labour, Profit and cost, Properties compared, Trends and seasonality |
Each pack also adds two draft custom reports. They stay drafts until you publish them. The dashboards are added published, and each name starts with the pack's name, such as SaaS: Growth.
Add a pack
- Open Industry packs from the menu, or Browse industry packs on the Dashboards page.
- Choose See what it adds to preview the statistic lines, dashboards and reports.
- Choose Add to this client and confirm. Nothing changes in your books.
- Enter the figures for the new statistic lines on the Statistics screen. Data Health asks for them each month.
Only an administrator can add or remove a pack, on a screen at least 768 pixels wide.
Lines you already have
If you already have a statistic line with the same code as one in the pack, your line is kept as it is and the pack uses it. Adding a pack again is safe. It adds only what is new, and a dashboard you have changed gets no new components.
Remove a pack
Remove this pack lists what will be removed and what will stay, and why. A statistic line stays if it holds figures, because figures are never deleted, or if something still uses it. You can add the pack again later.