How to use the Analytics Studio and its role dashboards
Short answer: Open Insights & tools → Analytics. Choose a role dashboard (for example Executive, PMO, Commercial, Value & Benefits, Governance & Assurance, Customer Success or Academy), set the Date range and filters and choose Apply. Each widget has What is this? and Open the records; Download CSV exports the figures.
Verified for PVology 0.49.0 · updated 2026-10-10
Steps
- Open the menu, choose Insights & tools, then Analytics.
- Under Role dashboards, open a dashboard.
- Choose the Date range and any filters (Owner, Project, Portfolio, Customer), then Apply.
- Choose What is this? on a widget for what it means, how it is calculated, its source, period, freshness and who can see it; choose Open the records to see the records behind it.
- Choose Download CSV for the figures. Funnels shows how records moved between steps, and the Metric catalog lists every metric with its formula.
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