Data & Intelligence
Answers, arranged how you think
Reports, dashboards and goals in one module: build reports over any object and any field — including formulas — pin them to dashboards the whole team reads, and track targets against them.
Every field is reportable
Standard, custom, computed — if it's on a record, you can chart it, group by it and filter on it.
The whole product, not just records
Activities, email, campaigns, meetings, tickets, conversations, forms, automations and web traffic are all report sources — one builder, one set of dashboards.
Pipeline analytics that need history
Stage-change history powers time-in-stage, deal duration, velocity and conversion funnels — for deals, tickets or any object with a pipeline.
Dashboards for the room
Drag to arrange, resize to suit, and click any bar to open the records behind it.
Targets and forecasts
Set goals by period and owner, and forecast weighted pipeline from your own stage probabilities.
What's included
- Report builder over any object and attribute
- Module sources: activities, email, campaigns, meetings, tickets, conversations, forms, automations, web events
- Stage history: time-in-stage, deal duration, velocity and funnels
- Compare any period against the previous one, with change indicators
- 13 visualisations incl. combo, scatter, heatmap, pivot and funnel
- Group by owner or team
- Click-through from any chart segment to the underlying records
- Goals and targets with progress tracking
- Weighted revenue forecast from stage probabilities
- Drag-and-drop dashboards with resizable widgets
- CSV export of results
- Charts in your brand colours, with a compare-to-previous headline in words
- One module switch for reports, dashboards and goals
Learn how to set it up
Works with
- Formula fieldsWrite Excel-style formulas on any object — days in stage, weighted value, lead score — and get live results on every record, list and report. No sync jobs, no stale numbers.
- Audit logEvery create, update, delete, merge, import and settings change is recorded with the actor and a field-level diff. Filter it, search it, trust it.
- API & webhooksA REST API over every object — including the ones you invented — plus inbound webhooks that create records and fire automations.