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Reports and KPIs
A management dashboard with real numbers — not the ones somebody typed into Excel.
The dashboard is assembled from widgets, and the numbers in it come from the same records the team enters every day — so they are never a week behind. About 30 report widgets, KPIs with targets and progress, an export builder to Excel and a data feed into Power BI over OData.
What it covers
- A configurable management dashboard built from widgets
- About 30 report widgets: pipeline status, finance summary, activity results, call statistics
- KPIs and targets per user, with progress tracking
- Sales and inventory reports when an accounting system is connected
- An export builder — your own report into Excel
- A data feed into Power BI and any OData tool
What it connects to
The connectors that change the most for this area. Each one is switched on in the settings.
All integrationsCan we connect to our data in Power BI?
Yes, over the OData interface. The same interface works with any BI tool that speaks OData.
Can we build our own report?
Yes. The export builder lets you pick fields and filters and send the result to Excel; more complex reports are built individually.
How do KPIs work?
A target is set for a user, and the system shows progress based on real records — deals, activities, invoices.
Other areas
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