Widgets from the library
Metric, bar, line, pie, lists that click through into the filtered view. Assembled by dragging, not by raising a ticket with IT.
Analytics
The report you need,
The report you need,
you build yourself.
Pick a metric, group it, set a period — an analysis is no more than that. Try it; the preview calculates along.
Put a question together:
Pipeline volume by stage, current quarter.
A preview with numbers from a demo tenant. In the product they are yours.
Dashboards
Built once, seen by each with their own numbers.
A dashboard is assembled once and assigned to colleagues or teams. Every viewer sees the same analysis filled with their own data.
Scheduled reports
Send a dashboard regularly as CSV or PDF by email — daily, weekly, to a fixed set of recipients. Whoever gets the report doesn't have to log in to read it.
Export in your colours
The PDF carries your brand colours and logo from the design settings. A report you can forward without dressing it up first.
Already there
Before you touch the first widget.
Which views come with the system depends on your licences — and whatever comes is set up and ready. You can rebuild, assign and send every one of them.
Plus My day, Team pipeline, Tenant health, Account management, Partner overview, Communication, Automation operations and Sales coaching. What you have not licensed is not handed to you as an empty board either.
Which number are you missing right now?
Usually it isn't the one in the standard report.