Dashboards and saved views
Where reporting lives today - per-module dashboards - and how to save your own filtered list views.
- Audience
- Everyone
- Permissions needed
- Same as the underlying module - a dashboard never shows data you couldn't otherwise see
- Environment
- Production and staging
- Product version
- Current
- Last reviewed
- Owner
- Propulsive Product Team
There isn’t a single, separate “Analytics module” to open yet - dashboards and reports live inside the module they report on, and a unified cross-module analytics workspace is on our roadmap rather than shipped. This article covers what exists today.
Dashboards, by module
- CRM - pipeline, forecast and activity dashboards.
- Sales - order value, conversion and approval-pipeline dashboards.
- Accounting - ledger reports scoped to your chart of accounts and fiscal calendar.
- HR - headcount, attendance and payroll reports.
Each dashboard only shows data your role has permission to see - a dashboard is never a way to see more than your normal access allows.
Saved views
Most record lists (leads, deals, items and more) support saved views - save a particular combination of filters, sort order and columns, and return to it in one click instead of rebuilding it each time. This is genuinely useful for anything you check regularly - “my open deals,” “items below reorder point,” and so on.
What’s not here yet
A single workspace for building a report or dashboard that blends data from more than one module (for example, sales pipeline next to production capacity) doesn’t exist yet. Neither does a self-serve KPI/KRA builder for business users to define their own metrics without engineering involvement. Both are planned. If cross-module reporting is a hard requirement for your evaluation, talk to us directly about timeline before assuming it’s available.