Use cases
Worked examples: from a question to the report that answers it.
- A monthly board report, emailed as a PDF Build a printable report of last month's numbers, and have Halo email it to the board as a PDF on the same day every month.
- A public dashboard on your website Publish a dashboard anyone can read, embed it on your site in your own brand, and keep your database out of the traffic.
- One report, each region sees its own Build a single report and let row policies show each regional manager their own numbers, in Halo Data or in your own app with signed embeds.
- An executive scorecard One page of key numbers, each with a comparison, a target and a status, so a leadership team can see what needs attention in a minute.
- Marketing campaign performance See which campaigns and channels bring orders, where people drop out on the way, and what each order costs, with calculated fields you can trust.