Analytics & Reporting

Powerful CRM Dashboards

Multiple customizable dashboards with real-time widgets. Lead, Call, Meeting, Quotation, Sales, and Target dashboards - all in one place.

6+
Dashboard Types
24+
Widgets
100%
Customizable
Real-time
Data Sync
CRM Analytics Dashboard

Explore Our Dashboards

Six powerful dashboards with multiple widgets each, fully customizable to meet your business needs.

Lead Dashboard

Complete overview of all your leads with status tracking, source analysis, and conversion metrics.

Leads by Status

Understand lead stats and metrics in pie chart format with percentage breakdown of each lead status.

Leads by Source

Get an overview of all lead sources with count of leads generated from each channel respectively.

Leads by Industry

Analyze your target audience and demographics by category or industry at your fingertips.

Lead Funnel

Visualize the lead journey with customizable stages. Funnel auto-generates based on your data input.

Call Dashboard

Track all call activities, duration analytics, and team performance metrics in real-time.

Call Volume Analytics

Monitor total calls made, received, and missed with hourly and daily breakdowns.

Call Duration Metrics

Analyze average call duration, longest calls, and time spent per lead category.

Agent Performance

Compare call performance across team members with leaderboards and efficiency scores.

Call Outcomes

Track call dispositions, follow-up requirements, and conversion rates from calls.

Meeting Dashboard

Manage and analyze all meetings, site visits, and client interactions efficiently.

Meeting Schedule

Calendar view of all scheduled meetings with attendee details and agenda tracking.

Meeting Outcomes

Track meeting results, action items, and follow-up tasks with status updates.

Site Visit Tracker

Monitor client site visits with location data, duration, and feedback collection.

Client Engagement

Measure meeting frequency per client and engagement scores over time.

Quotation Dashboard

Track all quotations, proposals, and pricing analytics with approval workflows.

Quotation Pipeline

Visual pipeline of all quotations from draft to approved with value tracking.

Win/Loss Analysis

Analyze quotation success rates, reasons for rejection, and competitive insights.

Revenue Forecast

Project potential revenue from pending quotations with probability weighting.

Discount Analytics

Monitor discount patterns, margin analysis, and pricing optimization insights.

Sales Dashboard

Complete sales performance overview with revenue tracking and team analytics.

Revenue Overview

Track total revenue, monthly trends, and year-over-year growth comparisons.

Sales Pipeline

Visual representation of deals across stages with conversion rate analysis.

Team Leaderboard

Rank sales team members by performance with gamification elements.

Product Performance

Analyze best-selling products, categories, and revenue contribution breakdown.

Target Dashboard

Monitor targets, goals, and achievements across teams and individuals.

Target vs Achievement

Compare set targets against actual performance with visual progress indicators.

Goal Progress

Track individual and team goals with milestone markers and deadline alerts.

Performance Trends

Historical performance analysis with trend lines and seasonal patterns.

Incentive Tracker

Monitor bonus eligibility, commission calculations, and reward milestones.

Why Choose Our Analytics

Powerful features that help you make data-driven decisions

Real-Time Insights

Get instant access to your business metrics with live data updates across all dashboards.

Custom Widgets

Build your own dashboard layout with drag-and-drop widgets tailored to your needs.

Export & Share

Download reports in multiple formats and share insights with your team instantly.

Automated Reports

Schedule automatic report generation and delivery to stakeholders.

Fully Customizable Dashboards

Every dashboard can be tailored to your specific requirements. Add, remove, or rearrange widgets to create the perfect view for your business.

  • Drag-and-drop widget arrangement
  • Custom date range filters
  • Multiple chart visualization options
  • Export to PDF, Excel, or CSV
  • Scheduled report delivery
  • Role-based dashboard access
Customizable Dashboard

Ready to Transform Your Data into Insights?

Start using powerful dashboards and analytics to drive better business decisions today.