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.
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What you can do today
Every capability below is labelled with its real availability status - we don't describe planned work as shipped.
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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
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
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.
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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
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.
Keep learning
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.