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MetricsCube Connector For WHMCS

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<meta name="keywords" content="metricscube connector for whmcs, metricscube connector configuration, whmcs metricscube connector management, whmcs metricscube connector installation, whmcs metricscube connector common problems, about whmcs metricscube connector, whmcs metricscube connector documentation, whmcs metricscube connector faq, whmcs metricscube connector help, whmcs metricscube connector guide, whmcs metricscube connector wiki, whmcs metricscube connector tutorial, whmcs metricscube connector tips, whmcs metricscube connector wiki, metricscube whmcs, connector whmcs"></meta>
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<meta name="keywords" content="metricscube connector for whmcs, metricscube connector configuration, metricscube connector management, metricscube connector installation, metricscube connector guide, modulesgarden metricscube connector, metricscube connector wiki, metricscube connector tutorial, metricscube connector tips, dns module wiki, metricscube connector common problems, about metricscube connector, metricscube connector documentation, metricscube connector faq, metricscube connector help, metricscube whmcs, whmcs metricscube, whmcs reports, whmcs analysis, whmcs analytics, whmcs statistics, whmcs stats"></meta>
 
<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The MetriscCube Connector For WHMCS Module."></meta>
 
<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The MetriscCube Connector For WHMCS Module."></meta>
  
 
=About [https://www.modulesgarden.com/products/whmcs/metricscube-connector MetricsCube Connector For WHMCS]=
 
=About [https://www.modulesgarden.com/products/whmcs/metricscube-connector MetricsCube Connector For WHMCS]=
 
{|
 
{|
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|style="padding: 10px 0px 10px 0px;"|'''MetricsCube Connector For WHMCS''' is a free module that will allow you to provide .....
+
|style="padding: 10px 0px 10px 0px;"|'''MetricsCube Connector For WHMCS''' is a free module that has been created to allow synchronization between the WHMCS system and [https://www.metricscube.io/ MetricsCube] platform.<br/> With this unprecedented integration, the platform will get deep insight into the fundamental information, analyze it and draw almost 90 various business reports.<br/> Enjoy the turnaround integration and enhance your WHMCS admin area with instant insight into your clients, services, and domain data fetched from MetricsCube.
 
|}
 
|}
 
<!-- fixed -->
 
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*'''Admin Area Features:'''
+
*'''Synchronization Benefits:'''
 
{|
 
{|
−
|style="padding: 10px 0px 0px 30px;"|✔  
+
|style="padding: 10px 0px 0px 30px;"|✔ Access 86 Powerful Business Reports
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 0px 30px;"|✔  
+
|style="padding: 0px 0px 0px 30px;"|✔ View Live And Recent Activity Of WHMCS Customers And Events
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 30px;"|✔  
+
|style="padding: 0px 0px 0px 30px;"|✔ View 20 Customers And Services Segmentation Lists
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 0px 30px;"|✔  
+
|style="padding: 0px 0px 0px 30px;"|✔ Browse Clear Charts And Real-Time Summaries
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 0px 45px;"|✔
+
|style="padding: 0px 0px 0px 30px;"|✔ Apply Various Filters For More Specific Results
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 0px 45px;"|✔  
+
|style="padding: 0px 0px 10px 30px;"|✔ Compare Data From Different Sources And Time Intervals
 +
|}
 +
 
 +
*'''Connector Features:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Connect Single Or Multiple WHMCS Brands With MetricsCube Account
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ View Last Synchronization Time And Status
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Automatically Synchronize Reports With Changes In WHMCS Database
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Download Connector Logs
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Configure Data Synchronization:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Enable Live Data Synchronization
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Opt-In/Out For Detailed User Data Synchronization
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Opt-in/Out For User Tracking
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Configure Enhanced WHMCS Experience By Enabling:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ User Data Widget Popup
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ User Tags In Clients List
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Quick Statistics Widget
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 10px 45px;"|✔
+
|style="padding: 0px 0px 0px 45px;"|✔ User Data Widget In Client Profile
 
|}
 
|}
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*'''Client Area Features:'''
 
 
{|
 
{|
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|style="padding: 10px 0px 0px 30px;"|✔  
+
|style="padding: 0px 0px 0px 45px;"|✔ User Data Widget In Service Details
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 0px 30px;"|✔  
+
|style="padding: 0px 0px 0px 45px;"|✔ MetricsCube Link In Main Menu
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 10px 30px;"|✔  
+
|style="padding: 0px 0px 10px 30px;"|✔ Manage Admin Role Permissions
 
|}
 
|}
  
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*'''General Info:'''
+
*'''Reports Available At MetricsCube:'''
 
{|
 
{|
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|style="padding: 10px 0px 0px 30px;"| ✔  
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|style="padding: 10px 0px 0px 30px;"|✔ MRR Breakdown:
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 0px 30px;"|✔ Multi-Language Support
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|style="padding: 0px 0px 0px 45px;"|✔ MRR Growth
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 0px 30px;"|✔ Supports
+
|style="padding: 0px 0px 0px 45px;"|✔ MRR Total
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 5.6 Up To PHP 7.2
+
|style="padding: 0px 0px 0px 45px;"|✔ General MRR Statistics
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Template Six
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|style="padding: 0px 0px 0px 45px;"|✔ MRR By Type
 
|}
 
|}
 
{|
 
{|
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|style="padding: 0px 0px 30px 30px;"|✔ Supports WHMCS V7
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|style="padding: 0px 0px 0px 45px;"|✔ MRR By Product Group
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ MRR By Product
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ MRR By Country
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Financial Reports:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Accounts Receivable Aging
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Credits
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Billed Revenue
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Earned Revenue
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Deferred Revenue
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ All Transactions
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Unpaid Orders
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Billing:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Monthly Recurring Revenue (MRR)
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Annual Recurring Revenue (ARR)
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Paying Customer Lifetime Value (PLTV)
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Customer Lifetime Value (LTV)
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Average Revenue Per User (ARPU)
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Average Revenue Per Paying User (ARPPU)
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Revenue
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Net Revenue
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Accrual Revenue
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Accrual Net Revenue
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Subscriptions:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Subscriptions
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Subscribers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Paid Subscriptions
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Paid Subscribers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Subscriptions
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Expansion Subscriptions
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Subscribers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Retention:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Addons
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Clients
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Domains
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Services
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Addons
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Clients
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Domains
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Services
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Churn:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Revenue Churn
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Revenue Churn Rate
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Subscription Churn
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Subscription Churn Rate
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Customer Churn
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Customer Churn Rate
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Renewals:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Revenue Renewal
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Revenue Renewal Rate
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Subscription Renewal
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Subscription Renewal Rate
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Customer Renewal
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Customer Renewal Rate
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Services:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Services Revenue
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Average Revenue Per Service
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Services
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Services
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Services Per Country
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Services Lifetime
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Services Income Ratio
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Billing Cycles
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Services With Domain Ratio
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Services Lifetime Value
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Domains:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Domains Revenue
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Average Revenue Per Domain
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Registered Domains
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Transferred Domains
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Domains
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Domains Per Country
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Domains Lifetime
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Domains Income Ratio
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Domains With Service Ratio
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Domains Lifetime Value
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Clients:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Clients
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Clients
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Total Clients
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Active Clients Per Country
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Support:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Tickets By Priority
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Tickets By Product
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Average Client Response Time Per Product
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Closed Tickets Per Admin
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Average Response Time Per Admin
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Average 1st Response Time Per Admin
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Other:
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ New Orders
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Cancellation Requests
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Tax Value
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Late Fee Income
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 45px;"|✔ Unpaid Invoices Value
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Combine Multiple Reports With Predefined Presets Or Own Assembly
 +
|}
 +
 
 +
*'''Customer Segmentation Lists Available At MetricsCube:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ All Customers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Active Paying Subscribers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Active Subscribers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Active Customers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Inactive Customers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ New Customers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Recently Churned Customers
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Customers By Income
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Customers By MRR
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Recently Ordered
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Customers By Opened Tickets
 +
|}
 +
 
 +
*'''Services Segmentation Lists Available At MetricsCube:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ All Services
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Services By Renew Date
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Recently Churned Services
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ New Services
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Services By Income
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Services By MRR
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Recently Ordered
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Services Without Domains
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Domains Without A Service
 +
|}
 +
*'''General Features:'''
 +
{|
 +
|style="padding: 10px 0px 0px 30px;"|✔ Secure Synchronization With No Personal Data Stored
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Fully GDPR Compliant
 +
|}
 +
{|
 +
|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.1 Back To PHP 7.3
 +
|}
 +
{|
 +
|style="padding: 0px 0px 10px 30px;"|✔ Supports WHMCS V8.10 Back To WHMCS V7.2
 +
|}
 +
 
 +
*'''Exclusive Promo Code From ModulesGarden:'''
 +
{|
 +
|style="padding: 10px 0px 30px 30px;"|✔ '''Save 20%''' For '''3 Months''' On The MetricsCube Platform With Coupon: '''WHMCS20%_MC'''
 
|}
 
|}
  
−
=Installation and Configuration=
+
=Installation and Synchronization=
 
{|
 
{|
−
|style="padding: 10px 0px 30px 15px;"|'''This tutorial will show you how to successfully install and configure MetricsCube Connector For WHMCS.'''<br/>
+
|style="padding: 10px 0px 15px 15px;"|'''We have prepared a short but comprehensive tutorial that will show you how to successfully install [https://www.modulesgarden.com/products/whmcs/metricscube-connector MetricsCube Connector For WHMCS] module and synchronize your WHMCS with MetricsCube.'''<br/>
−
We will guide you step by step through the whole installation and configuration process.
+
Although the process is extremely easy and intuitive, go over the below guide to assure it is fast, smooth and trouble-free.
 
|}
 
|}
−
==Installation==
+
==Install The Addon==
 
{|
 
{|
−
|style="padding: 10px 0px 20px 15px;"|'''1. Log in to our client area and download the module.'''
+
|style="padding: 10px 0px 20px 15px;"|'''1. First of all, you need the package, therefore log in to our client area and download the module.'''
 
|}
 
|}
 
{|
 
{|
Line 74: Line 472:
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|'''2.  Open the main WHMCS directory and upload the folder with files you have extracted previously'''<br />
+
|style="padding: 0px 0px 15px 15px;"|'''2.  Open the FTP Client, log into the server with WHMCS installed. Then, open the main catalogue and upload the folder with files you have extracted previously.'''<br />
−
The content of your package should look like this.
+
The content of your package should look like on the below screen:
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:MCC2.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:MCC1_1.png]]
 
|}
 
|}
  
 
==Activate The Addon==
 
==Activate The Addon==
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|'''5. Now, you have to activate the module in your WHMCS system.'''<br/>
+
|style="padding: 10px 0px 15px 15px;"|'''3. Now, you have to activate the addon module in your WHMCS system.'''<br/>
−
Please log in to your WHMCS admin area. Once there, navigate to the '' 'Setup' '' tab and select '' 'Addon Modules'.'' <br/>
+
Please log in to your WHMCS admin area. Once there, navigate to the '' 'System Settings' '' section and select '' 'Addon Modules'.'' <br/>
 
Find 'MetricsCube Connector' on the list of addons and click the '' 'Activate' '' button.
 
Find 'MetricsCube Connector' on the list of addons and click the '' 'Activate' '' button.
 
|}
 
|}
Line 91: Line 489:
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|'''6. After the module has been activated, you will need to enable access to your Admin Role.'''<br/>
+
|style="padding: 0px 0px 15px 15px;"|'''4. After the module has been activated, you will need to enable access to your Admin Role.'''<br/>
−
To do that, click on 'Configure', simply tick the admin roles that should have access to the module, and save changes.
+
To do that, click on '' 'Configure','' select the admin roles that should have access to the module, and save changes.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:MCC2.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:MCC2_1.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 15px;"|'''8. Congratulations! Your module has been successfully installed and activated.!'''
+
|style="padding: 0px 0px 30px 15px;"|'''Your module has just been successfully installed and activated!'''
 
|}
 
|}
  
−
==Sign Up To MetricsCube==
+
==Sign Up And Synchronize With MetricsCube==
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|'''3. Now, move to metricscube.io and sign up with your account.
+
|style="padding: 10px 0px 20px 15px;"|Now, move to [https://www.metricscube.io metricscube.io] to learn more about MetricsCube, create a new account and activate your free 14-day trial of the platform or use a [https://dashboard.metricscube.io/sign-up direct link] to the sign up page.
 
|}
 
|}
 
{|
 
{|
Line 109: Line 507:
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|5. Select method of instalaltion - select point 3 -  '''Connecting Already Installed Module'''
+
|style="padding: 0px 0px 15px 15px;"|Enter your email address and a strong password. Remember to read and then agree to the Privacy Policy before signing up!<br/>
 +
There are no other steps required to create an account, you may continue right after.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC4.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|On pressing the Sign Up button you will be automatically moved to the MetricsCube Wizard.<br/>
 +
'' 'Step 1' '' - select the platform you are going to synchronize with MetricsCube - in our case that will be 'WHMCS'.
 
|}
 
|}
 
{|
 
{|
Line 115: Line 521:
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|6.The only step left is to copy the activation code presented on the screenshot below, keep it safe as you will need it in furtgher stepf of synchronisation.<br/> You may go back to your WHMCS adoon.
+
|style="padding: 0px 0px 15px 15px;"|In '' 'Step 2' '' you will be asked to select the installation method. <br/>
 +
Go for method 3, ''' 'WHMCS Module - Already Installed ', ''' as you have just installed the addon module.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:MCC5.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:MCC6.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|When moved to '' 'Step 3' '' you will see an activation code presented on your screen.<br/>
 +
Copy it, use the copy icon next to it and keep it safe as you will need it in further steps of synchronization.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC7.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|Go back to your WHMCS addon now. Link the MetricsCube platform and your WHMCS by pasting the copied activation code into the Application ID field located in the module.<br/>
 +
Press the '' 'Synchronize' '' button.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC8.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|The last step of installation has just begun! Wait until MetricsCube wizard has finished synchronizing data between your WHMCS system and the platform.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC8_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|The moment the synchronization is complete you will be informed about that in your addon with a short note. Have a break now and wait until the reports are finally ready.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC9.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|You've nailed it! There is nothing to stop you now from using all MetricsCube tools and boosting the productivity of your business processes!
 +
|}
 +
 
 +
=MetricsCube Connector Addon Management=
 +
{|
 +
|style="padding: 10px 0px 30px 15px;"|As soon as the connection is established successfully, you will get relevant information, such as the current connection status and the time of the last synchronization.<br/>
 +
The buttons allowing you to download the logs or link a different account can also be found on this page.<br/> Furthermore, you are offered several extra features to enhance your WHMCS with data straight from the MetricsCube platform. <br/> All these features will be explained in the following sections.
 +
|}
 +
 
 +
==Process==
 +
{|
 +
|style="padding: 10px 0px 5px 15px;"|When synchronizing your WHMCS with MetricsCube platform for the first time, data download is divided into two parts:<br/>
 +
* The first and usually quite fast synchronization fetches data from the last year of the WHMCS usage to analyze them and generate reports.
 +
* As a background process there are data from the previous four years fetched and synchronized; this process is run once only.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|In your addon you may control the current status of synchronization and details on when it was run for the last time.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:MCC11.png]]
 
|}
 
|}
  
 
==Data Synchronization==
 
==Data Synchronization==
−
===Webhoohs Synchronizaton Method===
 
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|‘Webhooks’ is a synchronization method that MetricsCube Connector works with by default. <br/>
+
|style="padding: 10px 0px 15px 15px;"|By default, once the synchronization of your WHMCS is completed, the personal data of your clients are not processed to MetricsCube.<br/> Therefore, some features offered by MetricsCube can be unavailable.<br/>
−
The process starts with the MetricsCube server making connection to your WHMCS.<br/> Once the synchronization is initiated, the MetricsCube Connector module transfers the data via our API.  
+
 
 +
If you would like to benefit fully from the possibilities provided by MetricsCube, you can grant access to personal data.<br/> To do so, simply click on the '' 'Configure' '' button in the '' 'Data Synchronization' ''tab.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:MCC3.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:MCC20.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|Link yor account with the conector, paste the copied activation code into the Application ID field located in the module and press the '' 'Synchronize' '' button.
+
|style="padding: 0px 0px 15px 15px;"|Once a new popup window opens, you will notice a possibility to tick additional configuration options. There are:
 +
* '''General Data''' - stands for general data sharing required by MetricsCube to provide core services such as reporting, therefore this option is switched on by default.
 +
* '''Live Data Synchronization''' - only if selected, data on recent activities in your system, such as users online, income or news feed, will be gathered and displayed in the Live Dashboard section.<br/>'' '''Note:''' Keep in mind that both slow connection with API and actions overload may noticeably slow down the application.''
 +
* '''Detailed User Data''' - this option allows you to transfer to MetricsCube additional data about your clients such as first name, last name, company name, email address, web hosting and domains assigned to them. <br/>[https://www.docs.modulesgarden.com/images/0/07/MCC22.png Here] you can check an exemplary report along with the personal data of clients.<br/>If this option is disabled, the client’s WHMCS will encrypt sensitive personal information and convey it in coded form.<br/>[https://www.docs.modulesgarden.com/images/b/b1/MCC23.png Here] you can find the previous example of the report without the consent to process the data.<br/>If this option is enabled, the generated reports will be more detailed and straightforward.<br/> '' '''Note:''' Please keep in mind that all data sent to MetricsCube is safely encrypted using the strong algorithm SHA-256.''
 +
* '''User Tracking''' - this option permits you to monitor the activity of your clients on the basis of logs generated through WHMCS. <br/> For instance, you can check when and which websites were browsed by your customers or verify if your clients have already read the answer for a ticket.  <br/> '' '''Note:''' Please remember that this functionality is currently during the development '''and is not available yet.''' <br/>If you tick this option right now, you may be sure that once this functionality is completed, you will be granted access to it instantly.''
 +
 
 +
'''Important:''' Please, be aware that the data update in MetricsCube, once you opt in or opt out for additional data synchronization, may take '''up to 24h'''.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:MCC4.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:MCC21.png]]
 
|}
 
|}
 +
<!-- do wywalenia ale potem
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|As soon as the connection is established successfully, you will see the relevant information, such as the current connection status and the time of the last synchronization.<br/>
+
|style="padding: 0px 0px 30px 25px;"|[[File:MCC22.png]]
−
The buttons allowing you to download the logs or link a different account can be also found on this page.<br/> Furthermore, you are offered brief explanation on the subject of the currently chosen synchronization method.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:MCC5.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:MCC23.png]]
 
|}
 
|}
 +
-->
 +
 +
<!--
 +
==Webhooks Synchronization Method==
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Once MetricsCube collects all information regarding the initiated synchronization, you will be automatically moved to the final stage of the Wizard.  
+
|style="padding: 10px 0px 15px 15px;"|After the first successful synchronization between the two platforms, your data will be downloaded to analyze and update the reports automatically and regularly '''once per 24 hours'''. <br/>
 +
'' 'Webhooks' '' is a default synchronization method that MetricsCube Connector For WHMCS works with.<br/>
 +
The process starts with the MetricsCube server that makes a connection to your WHMCS.<br/>
 +
Once the synchronization is initiated, the MetricsCube Connector For WHMCS module transfers the data via our API.  
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:MCC5.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:MCC12.png]]
 
|}
 
|}
 +
 +
===Cron===
 
{|
 
{|
−
|style="padding: 0px 0px 30px 15px;"|Dodać informacje o pierwszej synchronizacji podzielonej na dwa etapy:
+
|style="padding: 10px 0px 20px 15px;"|As another option, you can take advantage of the '' 'Cron' '' synchronization method once you have established the connection to your WHMCS.<br/>
−
1. Jeden rok wstecz (wykonywana jako pierwsza)
+
 
−
2. Pięć lat wstecz (działa jako druga, w tle)
+
In order to proceed, all you need to do is select '' 'Cron' '' from a drop-down menu that will be displayed after you click the arrow located next to the currently applied method.<br/>Now you can copy and paste the generated command to set up your crontab.<br/>
 +
Afterward, the MetricsCube will no longer attempt to connect your WHMCS using the '' 'Webhooks' '' method, because it will automatically detect that the cron script has been executed.
 
|}
 
|}
−
===Cron Synchronization Method===
 
 
{|
 
{|
−
|style="padding: 10px 0px 15px 15px;"|Having problems with data synchronization?
+
|style="padding: 0px 0px 30px 25px;"|[[File:MCC13.png]]
 
|}
 
|}
 +
-->
 +
 +
==Logs==
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:MCC.png]]
+
|style="padding: 10px 0px 20px 15px;"|The MetricsCube Connector For WHMCS addon module allows to download Connector Logs. Press the button as shown on the screen to fetch logs.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|As another option, you can take advantage of the ‘Cron’ synchronization method after you have establish connection to your WHMCS.<br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:MCC14.png]]
−
In order to proceed, all you need to do is select ‘Cron’ from a drop-down menu that will be displayed after you click the arrow located next to the currently applied method.
+
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:MCC.png]]
+
|style="padding: 0px 0px 15px 15px;"|In case there are any issues and fetching logs is hampered, you will need to create or modify the log file in a required directory. <br/>
 +
The correct path will be generated automatically and may be copied from the error notification that will appear on your screen. Please set the privileges as defined in the notifications. <br/>
 +
When ready, patiently wait until the next synchronization. 
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Afterwards, the MetricsCube will no longer attempt to connect your WHMCS using the ‘Webhooks’ method, because it will automatically detect that the cron script has been executed.
+
|style="padding: 0px 0px 30px 25px;"|[[File:MCC15.png]]
 
|}
 
|}
 +
 +
==Connect New Account==
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:MCC.png]]
+
|style="padding: 10px 0px 20px 15px;"|It is possible to connect your WHMCS to MetricsCube with another account from one addon. Simply, press the second button on the addon dashboard.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 15px 15px;"|You've nailed it! There is nothing to stop you now from using all MetricsCube tools and boosting the productivity of your business processes!
+
|style="padding: 0px 0px 20px 25px;"|[[File:MCC16.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:MCC.png]]
+
|style="padding: 0px 0px 15px 15px;"|This very moment you will see a warning notification on the consequences of such action.<br/>
 +
Connecting with another account will reset your current configuration and your WHMCS will be no longer synchronized with your existing MetricsCube account.<br/>
 +
You will have to go through the process from the beginning.
 
|}
 
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:MCC17.png]]
 +
|}
 +
==Enhanced WHMCS Experience==
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Grant the MetricsCube Connector addon access to additional features, enabling it to retrieve data from your MetricsCube application and seamlessly present it within your WHMCS admin area.<br/> This will result in an elevated experience with your WHMCS platform.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC24_0.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|Mark the features to take advantage of your MetricsCube data on specific pages directly in your WHMCS.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC24_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
* '''User Data Widget Popup''' - appears upon hovering over the client's name within the entirety of the admin area.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC24_2.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
* '''User Tags in Clients List''' - preview the tags assigned to the client; hover over the tags to reveal a popup displaying additional details.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC24_3.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
* '''Quick Statistics Widget''' - MetricsCube Analytics widget featuring essential data is showcased on the WHMCS dashboard, and it can be managed just like any other active widget.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC32.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
* '''User Data Widget in Client Profile''' - a dedicated widget for individual clients, providing the same data as the 'User Data Popup,' now integrated into the profile page.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC28.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
* '''User Data Widget in Service Details''' - provides a concise overview of the service balance.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC29.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
* '''User Data Widget in Domain Details''' - offers a brief summary of the domain balance.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC30.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 15px;"|
 +
* '''MetricsCube Link in Main Menu''' - press and you will be redirected to the MetricsCube login page.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:MCC31.png]]
 +
|}
 +
  
−
=Usage=
+
===Admin Roles Permissions===
 
{|
 
{|
−
|style="padding: 10px 0px 20px 15px;"|If there is anything to show?
+
|style="padding: 10px 0px 15px 15px;"|MetricsCube enhances the usability of your WHMCS admin dashboard by offering essential insights and rapidly providing critical information about your business's performance, clients, and services.<br/> Proceed now to the detailed configuration to upgrade your WHMCS experience with instant data from your MetricsCube.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 25px;"|[[File:MCC.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:MCC24.png]]
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 20px 15px;"|Additionally, you
+
|style="padding: 0px 0px 15px 15px;"|Define the settings for every administrator role individually to perfectly customize the displayed widgets and adjust the content to the admin role and needs.<br/>
 +
Click on the '' 'Permissions' '' to open the list of available sections to enable. Note that the same options are available for every administrator role. <br/> Press the '' 'On/Off '' to select/uncheck all options at once. Remember to save the changes when the enhanced WHMCS configuration is ready.
 
|}
 
|}
 
{|
 
{|
−
|style="padding: 0px 0px 30px 25px;"|[[File:MCC.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:MCC25.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|
 +
* '''Client Profile Popup'''
 +
** Personal Information
 +
** Income
 +
** Services
 +
** Tickets History
 +
** User Activity
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC25_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|
 +
* '''Tags'''
 +
** Create New Tags
 +
** Manage Client Tags
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC26.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC26_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"|
 +
* '''Comments'''
 +
** Add Comments
 +
** Remove Comments
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC27.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:MCC27_1.png]]
 +
|}
 +
 
 +
=MetricsCube Platform=
 +
{|
 +
|style="padding: 10px 0px 15px 15px;"|Here it is! Ready, complex and so much detailed analysis of your business.<br/>
 +
Quickly [https://dashboard.metricscube.io/sign-in sign in] to your account and start the exploration.
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC17_1.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 15px 15px;"| Most of all, accurate and flexible reports that will help you look deep into your company's performance.<br/>
 +
Browse, change the periods and search for anything you might only need. 
 +
|}
 +
{|
 +
|style="padding: 0px 0px 20px 25px;"|[[File:MCC18.png]]
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 25px;"|[[File:MCC19.png]]
 
|}
 
|}
  
 
=Tips=
 
=Tips=
 
{|
 
{|
−
|style="padding: 10px 0px 30px 15px;"|1. Take a look at our YouTube channel! You will find there short videos presenting three different methods of installing your MetricsCube Connector For WHMCS.<br/>  
+
|style="padding: 10px 0px 10px 15px;"|1. Take a look at our [https://www.youtube.com/channel/UCr1HyxQGZ-bHbGuInoxDJCg YouTube] channel! You will find there short videos presenting three different methods of installing your MetricsCube Connector For WHMCS.<br/>
−
Stay tuned as otehr videos are coming soon!  
+
Stay tuned as other videos are coming soon!  
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|2. Step into the MetricsCube [https://www.metricscube.io/blog Blog] where you will find the latest Release Notes together with thought-provoking Business Guides.<br/>
 +
Get the gist of the web hosting industry, let yourself be guided across the various reports types and finally reach for practical advice on how to boost your business development.
 
|}
 
|}
  
 
=Update Instructions=
 
=Update Instructions=
 
{|
 
{|
−
|style="padding: 10px 0px 30px 15px;"|Essential guidance through the process of updating the module is offered '''[https://www.docs.modulesgarden.com/How_To_Update_WHMCS_Module here]'''.
+
|style="padding: 10px 0px 30px 15px;"|An essential guidance through the process of updating the module is offered '''[https://www.docs.modulesgarden.com/How_To_Update_WHMCS_Module here]'''.<br/>
 +
Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.<br/> Additionally, you will find a current list of supplementary actions necessary for a smooth update process there.
 
|}
 
|}
  
 
=Common Problems=
 
=Common Problems=
 
{|
 
{|
−
|style="padding: 10px 0px 30px 15px;"|'''1. When you encounter problems with connection, check whether your SELinux or firewall does not block ports.'''
+
|style="padding: 10px 0px 10px 15px;"|'''1. When you encounter problems with connection, check whether your SELinux or firewall does not block ports.'''
 +
|}
 +
{|
 +
|style="padding: 0px 0px 30px 15px;"|2. If you encounter any issues with redirection to WHMCS via buttons like '''View in WHMCS''' in the MetricsCube pop-up, please ensure the '''Administration Panel URL'''' in '''MetricsCube → My Application''' settings is accurately configured.
 
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Revision as of 12:55, 26 April 2024

Contents

About MetricsCube Connector For WHMCS

MetricsCube Connector For WHMCS is a free module that has been created to allow synchronization between the WHMCS system and MetricsCube platform.
With this unprecedented integration, the platform will get deep insight into the fundamental information, analyze it and draw almost 90 various business reports.
Enjoy the turnaround integration and enhance your WHMCS admin area with instant insight into your clients, services, and domain data fetched from MetricsCube.
  • Synchronization Benefits:
✔ Access 86 Powerful Business Reports
✔ View Live And Recent Activity Of WHMCS Customers And Events
✔ View 20 Customers And Services Segmentation Lists
✔ Browse Clear Charts And Real-Time Summaries
✔ Apply Various Filters For More Specific Results
✔ Compare Data From Different Sources And Time Intervals
  • Connector Features:
✔ Connect Single Or Multiple WHMCS Brands With MetricsCube Account
✔ View Last Synchronization Time And Status
✔ Automatically Synchronize Reports With Changes In WHMCS Database
✔ Download Connector Logs
✔ Configure Data Synchronization:
✔ Enable Live Data Synchronization
✔ Opt-In/Out For Detailed User Data Synchronization
✔ Opt-in/Out For User Tracking
✔ Configure Enhanced WHMCS Experience By Enabling:
✔ User Data Widget Popup
✔ User Tags In Clients List
✔ Quick Statistics Widget
✔ User Data Widget In Client Profile
✔ User Data Widget In Service Details
✔ MetricsCube Link In Main Menu
✔ Manage Admin Role Permissions
  • Reports Available At MetricsCube:
✔ MRR Breakdown:
✔ MRR Growth
✔ MRR Total
✔ General MRR Statistics
✔ MRR By Type
✔ MRR By Product Group
✔ MRR By Product
✔ MRR By Country
✔ Financial Reports:
✔ Accounts Receivable Aging
✔ Credits
✔ Billed Revenue
✔ Earned Revenue
✔ Deferred Revenue
✔ All Transactions
✔ Unpaid Orders
✔ Billing:
✔ Monthly Recurring Revenue (MRR)
✔ Annual Recurring Revenue (ARR)
✔ Paying Customer Lifetime Value (PLTV)
✔ Customer Lifetime Value (LTV)
✔ Average Revenue Per User (ARPU)
✔ Average Revenue Per Paying User (ARPPU)
✔ Revenue
✔ Net Revenue
✔ Accrual Revenue
✔ Accrual Net Revenue
✔ Subscriptions:
✔ Active Subscriptions
✔ Active Subscribers
✔ Active Paid Subscriptions
✔ Active Paid Subscribers
✔ New Subscriptions
✔ Expansion Subscriptions
✔ New Subscribers
✔ Retention:
✔ Active Addons
✔ Active Clients
✔ Active Domains
✔ Active Services
✔ New Addons
✔ New Clients
✔ New Domains
✔ New Services
✔ Churn:
✔ Revenue Churn
✔ Revenue Churn Rate
✔ Subscription Churn
✔ Subscription Churn Rate
✔ Customer Churn
✔ Customer Churn Rate
✔ Renewals:
✔ Revenue Renewal
✔ Revenue Renewal Rate
✔ Subscription Renewal
✔ Subscription Renewal Rate
✔ Customer Renewal
✔ Customer Renewal Rate
✔ Services:
✔ Services Revenue
✔ Average Revenue Per Service
✔ New Services
✔ Active Services
✔ Active Services Per Country
✔ Services Lifetime
✔ New Services Income Ratio
✔ Billing Cycles
✔ Services With Domain Ratio
✔ Services Lifetime Value
✔ Domains:
✔ Domains Revenue
✔ Average Revenue Per Domain
✔ Registered Domains
✔ Transferred Domains
✔ Active Domains
✔ Active Domains Per Country
✔ Domains Lifetime
✔ New Domains Income Ratio
✔ Domains With Service Ratio
✔ Domains Lifetime Value
✔ Clients:
✔ New Clients
✔ Active Clients
✔ Total Clients
✔ Active Clients Per Country
✔ Support:
✔ Tickets By Priority
✔ Tickets By Product
✔ Average Client Response Time Per Product
✔ Closed Tickets Per Admin
✔ Average Response Time Per Admin
✔ Average 1st Response Time Per Admin
✔ Other:
✔ New Orders
✔ Cancellation Requests
✔ Tax Value
✔ Late Fee Income
✔ Unpaid Invoices Value
✔ Combine Multiple Reports With Predefined Presets Or Own Assembly
  • Customer Segmentation Lists Available At MetricsCube:
✔ All Customers
✔ Active Paying Subscribers
✔ Active Subscribers
✔ Active Customers
✔ Inactive Customers
✔ New Customers
✔ Recently Churned Customers
✔ Customers By Income
✔ Customers By MRR
✔ Recently Ordered
✔ Customers By Opened Tickets
  • Services Segmentation Lists Available At MetricsCube:
✔ All Services
✔ Services By Renew Date
✔ Recently Churned Services
✔ New Services
✔ Services By Income
✔ Services By MRR
✔ Recently Ordered
✔ Services Without Domains
✔ Domains Without A Service
  • General Features:
✔ Secure Synchronization With No Personal Data Stored
✔ Fully GDPR Compliant
✔ Supports PHP 8.1 Back To PHP 7.3
✔ Supports WHMCS V8.10 Back To WHMCS V7.2
  • Exclusive Promo Code From ModulesGarden:
✔ Save 20% For 3 Months On The MetricsCube Platform With Coupon: WHMCS20%_MC

Installation and Synchronization

We have prepared a short but comprehensive tutorial that will show you how to successfully install MetricsCube Connector For WHMCS module and synchronize your WHMCS with MetricsCube.

Although the process is extremely easy and intuitive, go over the below guide to assure it is fast, smooth and trouble-free.

Install The Addon

1. First of all, you need the package, therefore log in to our client area and download the module.
MCC1.png
2. Open the FTP Client, log into the server with WHMCS installed. Then, open the main catalogue and upload the folder with files you have extracted previously.

The content of your package should look like on the below screen:

MCC1 1.png

Activate The Addon

3. Now, you have to activate the addon module in your WHMCS system.

Please log in to your WHMCS admin area. Once there, navigate to the 'System Settings' section and select 'Addon Modules'.
Find 'MetricsCube Connector' on the list of addons and click the 'Activate' button.

MCC2.png
4. After the module has been activated, you will need to enable access to your Admin Role.

To do that, click on 'Configure', select the admin roles that should have access to the module, and save changes.

MCC2 1.png
Your module has just been successfully installed and activated!

Sign Up And Synchronize With MetricsCube

Now, move to metricscube.io to learn more about MetricsCube, create a new account and activate your free 14-day trial of the platform or use a direct link to the sign up page.
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Enter your email address and a strong password. Remember to read and then agree to the Privacy Policy before signing up!

There are no other steps required to create an account, you may continue right after.

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On pressing the Sign Up button you will be automatically moved to the MetricsCube Wizard.

'Step 1' - select the platform you are going to synchronize with MetricsCube - in our case that will be 'WHMCS'.

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In 'Step 2' you will be asked to select the installation method.

Go for method 3, 'WHMCS Module - Already Installed ', as you have just installed the addon module.

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When moved to 'Step 3' you will see an activation code presented on your screen.

Copy it, use the copy icon next to it and keep it safe as you will need it in further steps of synchronization.

MCC7.png
Go back to your WHMCS addon now. Link the MetricsCube platform and your WHMCS by pasting the copied activation code into the Application ID field located in the module.

Press the 'Synchronize' button.

MCC8.png
The last step of installation has just begun! Wait until MetricsCube wizard has finished synchronizing data between your WHMCS system and the platform.
MCC8 1.png
The moment the synchronization is complete you will be informed about that in your addon with a short note. Have a break now and wait until the reports are finally ready.
MCC9.png
You've nailed it! There is nothing to stop you now from using all MetricsCube tools and boosting the productivity of your business processes!

MetricsCube Connector Addon Management

As soon as the connection is established successfully, you will get relevant information, such as the current connection status and the time of the last synchronization.

The buttons allowing you to download the logs or link a different account can also be found on this page.
Furthermore, you are offered several extra features to enhance your WHMCS with data straight from the MetricsCube platform.
All these features will be explained in the following sections.

Process

When synchronizing your WHMCS with MetricsCube platform for the first time, data download is divided into two parts:
  • The first and usually quite fast synchronization fetches data from the last year of the WHMCS usage to analyze them and generate reports.
  • As a background process there are data from the previous four years fetched and synchronized; this process is run once only.
In your addon you may control the current status of synchronization and details on when it was run for the last time.
MCC11.png

Data Synchronization

By default, once the synchronization of your WHMCS is completed, the personal data of your clients are not processed to MetricsCube.
Therefore, some features offered by MetricsCube can be unavailable.

If you would like to benefit fully from the possibilities provided by MetricsCube, you can grant access to personal data.
To do so, simply click on the 'Configure' button in the 'Data Synchronization' tab.

MCC20.png
Once a new popup window opens, you will notice a possibility to tick additional configuration options. There are:
  • General Data - stands for general data sharing required by MetricsCube to provide core services such as reporting, therefore this option is switched on by default.
  • Live Data Synchronization - only if selected, data on recent activities in your system, such as users online, income or news feed, will be gathered and displayed in the Live Dashboard section.
    Note: Keep in mind that both slow connection with API and actions overload may noticeably slow down the application.
  • Detailed User Data - this option allows you to transfer to MetricsCube additional data about your clients such as first name, last name, company name, email address, web hosting and domains assigned to them.
    Here you can check an exemplary report along with the personal data of clients.
    If this option is disabled, the client’s WHMCS will encrypt sensitive personal information and convey it in coded form.
    Here you can find the previous example of the report without the consent to process the data.
    If this option is enabled, the generated reports will be more detailed and straightforward.
    Note: Please keep in mind that all data sent to MetricsCube is safely encrypted using the strong algorithm SHA-256.
  • User Tracking - this option permits you to monitor the activity of your clients on the basis of logs generated through WHMCS.
    For instance, you can check when and which websites were browsed by your customers or verify if your clients have already read the answer for a ticket.
    Note: Please remember that this functionality is currently during the development and is not available yet.
    If you tick this option right now, you may be sure that once this functionality is completed, you will be granted access to it instantly.

Important: Please, be aware that the data update in MetricsCube, once you opt in or opt out for additional data synchronization, may take up to 24h.

MCC21.png


Logs

The MetricsCube Connector For WHMCS addon module allows to download Connector Logs. Press the button as shown on the screen to fetch logs.
MCC14.png
In case there are any issues and fetching logs is hampered, you will need to create or modify the log file in a required directory.

The correct path will be generated automatically and may be copied from the error notification that will appear on your screen. Please set the privileges as defined in the notifications.
When ready, patiently wait until the next synchronization.

MCC15.png

Connect New Account

It is possible to connect your WHMCS to MetricsCube with another account from one addon. Simply, press the second button on the addon dashboard.
MCC16.png
This very moment you will see a warning notification on the consequences of such action.

Connecting with another account will reset your current configuration and your WHMCS will be no longer synchronized with your existing MetricsCube account.
You will have to go through the process from the beginning.

MCC17.png

Enhanced WHMCS Experience

Grant the MetricsCube Connector addon access to additional features, enabling it to retrieve data from your MetricsCube application and seamlessly present it within your WHMCS admin area.
This will result in an elevated experience with your WHMCS platform.
MCC24 0.png
Mark the features to take advantage of your MetricsCube data on specific pages directly in your WHMCS.
MCC24 1.png
  • User Data Widget Popup - appears upon hovering over the client's name within the entirety of the admin area.
MCC24 2.png
  • User Tags in Clients List - preview the tags assigned to the client; hover over the tags to reveal a popup displaying additional details.
MCC24 3.png
  • Quick Statistics Widget - MetricsCube Analytics widget featuring essential data is showcased on the WHMCS dashboard, and it can be managed just like any other active widget.
MCC32.png
  • User Data Widget in Client Profile - a dedicated widget for individual clients, providing the same data as the 'User Data Popup,' now integrated into the profile page.
MCC28.png
  • User Data Widget in Service Details - provides a concise overview of the service balance.
MCC29.png
  • User Data Widget in Domain Details - offers a brief summary of the domain balance.
MCC30.png
  • MetricsCube Link in Main Menu - press and you will be redirected to the MetricsCube login page.
MCC31.png


Admin Roles Permissions

MetricsCube enhances the usability of your WHMCS admin dashboard by offering essential insights and rapidly providing critical information about your business's performance, clients, and services.
Proceed now to the detailed configuration to upgrade your WHMCS experience with instant data from your MetricsCube.
MCC24.png
Define the settings for every administrator role individually to perfectly customize the displayed widgets and adjust the content to the admin role and needs.

Click on the 'Permissions' to open the list of available sections to enable. Note that the same options are available for every administrator role.
Press the 'On/Off to select/uncheck all options at once. Remember to save the changes when the enhanced WHMCS configuration is ready.

MCC25.png
  • Client Profile Popup
    • Personal Information
    • Income
    • Services
    • Tickets History
    • User Activity
MCC25 1.png
  • Tags
    • Create New Tags
    • Manage Client Tags
MCC26.png
MCC26 1.png
  • Comments
    • Add Comments
    • Remove Comments
MCC27.png
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MetricsCube Platform

Here it is! Ready, complex and so much detailed analysis of your business.

Quickly sign in to your account and start the exploration.

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Most of all, accurate and flexible reports that will help you look deep into your company's performance.

Browse, change the periods and search for anything you might only need.

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Tips

1. Take a look at our YouTube channel! You will find there short videos presenting three different methods of installing your MetricsCube Connector For WHMCS.

Stay tuned as other videos are coming soon!

2. Step into the MetricsCube Blog where you will find the latest Release Notes together with thought-provoking Business Guides.

Get the gist of the web hosting industry, let yourself be guided across the various reports types and finally reach for practical advice on how to boost your business development.

Update Instructions

An essential guidance through the process of updating the module is offered here.

Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.
Additionally, you will find a current list of supplementary actions necessary for a smooth update process there.

Common Problems

1. When you encounter problems with connection, check whether your SELinux or firewall does not block ports.
2. If you encounter any issues with redirection to WHMCS via buttons like View in WHMCS in the MetricsCube pop-up, please ensure the Administration Panel URL' in MetricsCube → My Application settings is accurately configured.
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