Welcome to Una
Una is a comprehensive financial planning and revenue intelligence platform. This user guide covers all aspects of the system.
Getting Started
- Login & Setup - How to access and configure Una
- File Explorer - Navigate and manage your dashboards and reports
Core Features
Dashboards
Create interactive dashboards with various widgets:
- Dashboard Overview - Introduction to dashboards
- Filters - Filter data in your dashboards
- Variables - Use variables and substitutions in queries
- Widgets - Available widget types including Matrix, Charts, KPI Tiles, and more
Multi-Dimensional Planning
Build and manage financial models:
- Key Concepts - Models, dimensions, hierarchies, and measures
- Architecture - Technical details about data storage
- Query Engine - How to query data
- Calculations - Formulas and calc scripts
RevIQ (Revenue Intelligence)
Analyze revenue performance and generate forecasts:
- RevIQ Overview - Introduction to revenue intelligence
- Performance - View metrics and forecasts
- Data Model - Understand the data flow
- Diagnostic - Trending data and statistics
- Cohort Analysis - Customer cohort insights
Workflows
Automate processes and integrate with external systems:
- Workflow Overview - Introduction to workflows
- Creating Workflows - Build custom workflows
Settings
Configure your Una environment:
- Settings Overview - General configuration options
- User Management - Add and manage users
- Security Groups - Configure access control
- Integrations - Connect data sources
Additional Features
- Actions - Trigger operations from dashboards
- Scenarios - Manage forecast scenarios
- Report Books & Slides - Generate reports and presentations