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Product ยท Analytics

Dashboards where the work happens

Pipeline, sales, ledger and HR dashboards live inside the module they report on today, with saved views for your own filtered lists. A single cross-module analytics workspace is on the roadmap.

Beta Per-module dashboards and saved views are live; a unified, cross-module analytics workspace is planned, not yet shipped.
Who it's for

Built for these teams

Owners & executivesSales & CRM teamsFinance teamsHR teams
Primary workflows

What you can do today

Every capability below is labelled with its real availability status - we don't describe planned work as shipped.

  • CRM dashboards & forecast

    Pipeline, forecast and activity dashboards inside the CRM.

    Available

  • Sales dashboards

    Order value, conversion and approval-pipeline dashboards inside Sales.

    Available

  • Ledger & HR reports

    Ledger reports in Accounting and headcount/attendance reports in HR.

    Available

  • Saved views

    Save a filtered, sorted list view on most record lists (leads, deals, items and more) so you can return to it in one click.

    Available

  • Unified, cross-module analytics workspace

    A single place to build reports and dashboards that pull from more than one module at once.

    Planned

  • Self-serve KPI/KRA builder

    Letting business users define their own KPI/KRA definitions without engineering involvement.

    Planned
Reporting today

A dashboard per module, not yet one for the business

Right now, dashboards and reports live where the underlying data does - the CRM pipeline dashboard, Sales conversion dashboard, ledger reports in Accounting, HR reports. Saved views let anyone keep their own filtered list handy. A single workspace that blends data across modules is on our roadmap.

  • Dashboards scoped to each module's own data
  • Saved, shareable list views
  • Permission-safe - no dashboard leaks data a user can't see
Controls & security

How access and records are governed

Role-based permissions and an append-only audit trail apply across every module - see the Security & Compliance page for the full model.

  • Role-based permission scoping

    Dashboards and reports respect the same record-level permissions as the underlying module - a dashboard never shows data a user couldn't otherwise see.

    Available

  • Append-only audit trail

    Exports from list and report views are logged to the platform audit log with actor and timestamp.

    Available
Implementation

What it takes to turn this on

  • Use each module's own dashboard and reports today - there is no separate analytics module to configure yet.
  • Save a filtered list view once you've set up the filters/sort you use often, so your team can reuse it.
  • If cross-module reporting (e.g. sales vs. production capacity in one view) is a hard requirement for go-live, talk to us before committing a date.
Learn

Keep learning

Dashboards & saved views Data export & privacy
Questions

Frequently asked

Is there one analytics dashboard for the whole business?

Not yet - today, dashboards live inside each module (CRM, Sales, Accounting, HR). A unified cross-module analytics workspace is planned but not shipped.

Can I save my own filtered view of a list?

Yes - saved views work on most record lists so you can return to a filtered, sorted view in one click.

Will a dashboard show me data I don't have permission to see?

No - dashboards and reports are scoped by the same record-level permissions as the underlying module.

See the dashboards that exist today

We'll show you exactly what reporting is live in each module before you plan around it.

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