Magento BI Essentials

Magento Business Intelligence (Magento BI) is a cloud-based data management and analytics platform. Magento BI provides users with the ability to easily consolidate and manage their data sources, model their data, create charts and reports, and maintain a single source of truth.

When you activate a Magento BI Essentials account, you get access to five dashboards with approximately 100 reports. These reports are designed to provide insights around your data and answer questions like: “How are my orders growing month-over-month? Who are my most loyal customers? Is my coupon strategy working?”

As a Magento Commerce customer, you are entitled to a BI Essentials account at no additional cost:

If you do not have an active subscription and you are part of the Magento Community, you can sign up for a free seven-day trial. The price for continued access is based on your monthly gross merchandise (GMV) volume, and starts at $100 per month.

The instructions in this section walk you through the activation, and introduce some basic features of Magento BI Essentials. For more detailed information, refer to the Magento BI Help Center.

To sign up for a new Magento BI Essentials account:

  1. On the Admin sidebar, choose Reports. Then under Business Intelligence, choose BI Essentials.

  2. Choose the range of Your Annual GMV. Then, click Join Now.

  1. Complete the account creation form (if your email account is already associated with a Magento account, use the Sign In link to log in first). Then, click Continue.

    Create Account

  2. Enter your credit card and billing information. Then, click Submit.
  3. Check your email for a Welcome message from the Magento BI Team, with your log-in credentials. To learn more, see the Essentials Quick Start Video Series.

To access Magento BI Essentials:

Method 1: From the Admin

  1. From the Dashboard of your store, click Go to Advanced Reporting.

  2. In the upper-right corner, click Additional Resources. Then under Magento Business Intelligence, choose Magento BI Website.

    Your Data Resources

Method 2: From your browser

  1. Go to the Magento BI website.

  2. Enter your Email Address and Password. Then, click Sign In.

    Sign In to Magento BI

  3. Your Magento BI dashboard appears.

    Magento BI Essentials Dashboard