Dashboards across the whole CRM
Pipeline conversion, marketing ROI, booking volume, revenue attribution in one configurable dashboard.
Build custom dashboards per role. Schedule by email. Export to CSV or PDF. The reporting view reads from the same data the rest of the CRM writes to, so the number on the dashboard is the same number the team operates on. No nightly batch, no ETL, no separate warehouse to maintain.
One data model, four views
Sales reporting
Pipeline conversion per stage, average deal age, win rate per rep, win-loss reasons, forecast vs actual.
Marketing reporting
Campaign open and click rates, revenue attribution per campaign, segment performance, deliverability stats.
Calendar reporting
Booking utilisation per rep, no-show rate, time-from-lead-to-booking, capacity heatmap.
Custom dashboards
Drag-and-drop builder. Combine any data the CRM holds. Save per-role views. Schedule weekly digest emails.
CSV + PDF export
Every view exports. Scheduled digests deliver to your inbox. JSON export available for BI tool integration.
Live, not nightly
The reporting view reads from the same data the CRM writes. No nightly batch, no ETL delay, no separate warehouse.
What reporting costs
Pricing details and current plan options are on the pricing page.
See the dashboards live
Sample data lets you click through the standard dashboards before loading your own data.
