See Everything.
Know Everything.
Custom dashboards with drag-and-drop report cards, pipeline funnels, and real-time data from every part of your CRM.
Everything You Need to Understand Your Business
Custom dashboards, report cards, pipeline funnels, and real-time data.
Your Data, Your Layout
Create dashboards with draggable report cards. Pick from templates: sales overview, pipeline funnel, lead sources, win/loss analysis. Each card shows a different metric. Rearrange, resize, and configure to match how you think about your business.
- Drag-and-drop report cards
- Multiple dashboards
- Pre-built templates
- Admin or team visibility
Every Metric in One Place
Add report cards to your dashboard: bar charts, donut charts, trend lines, stat cards, and data tables. Each card pulls from a specific data source: deals, contacts, activities, products, tasks. Configure date ranges, filters, and groupings per card.
- Bar, donut, trend, stat cards
- Filter by date range
- Group by stage, source, owner
- Real-time data
See Where Deals Drop Off
Pipeline funnel report shows conversion rates between stages. See how many deals enter each stage and how many move forward. Identify bottlenecks instantly. Compare funnels across pipelines and time periods. Data-driven pipeline optimisation.
- Stage-to-stage conversion
- Identify bottlenecks
- Compare time periods
- Per-pipeline funnels
Report on Anything
Pull data from any part of your CRM: deals by value, contacts by source, activities by type, tasks by status, products by revenue. Each data source has its own filters and groupings. Build the exact report you need without exporting to spreadsheets.
- Deals, contacts, activities
- Products and task data
- Custom filters per source
- No spreadsheet exports needed
Don't Start From Scratch
Choose from pre-built report templates: sales overview, pipeline performance, lead source analysis, team activity, win/loss breakdown. Each template comes with the right cards already configured. Customise from there or use as-is.
- Sales overview template
- Pipeline performance
- Lead source analysis
- Win/loss breakdown
Everything You Need To Know
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