A dashboard that reads the records your team works.
The most common reporting complaint isn’t a missing chart type. It’s that the dashboard says one number and the view says another, and nobody can explain which is right. That happens when reporting runs on a copy of the data. Here the dashboard reads the same records and the same stages as the board.
- Date ranges
- 7 days to 12 months
- Forecast
- Weighted by stage
- Call reports
- Per rep, per hour
- Report builder
- Next on the roadmapComing soon
What the dashboard shows today
One dashboard, built for the questions a sales team asks every week, over 7 days, 30 days, 90 days, or 12 months. It is scoped by role like every other surface, so a rep sees their own pipeline and a manager sees the team’s without anyone maintaining two versions.
- Weighted pipeline forecast, won revenue, win rate, new deals, and average won deal
- Pipeline by stage, and deals created versus closed over time
- A breakdown by any dropdown field, and a ranking by owner
- “Your day”: at-risk deals, overdue and due-today tasks, today’s meetings, and mentions
Calling has its own numbers
Call reports sit beside the dialer rather than in a separate tool: dials, connects, talk time, the calls still waiting for an outcome, how outcomes break down, a table per rep, and an hourly chart that shows when your prospects actually pick up.
The report builder is next
Worth being straight about the roadmap: custom reporting is a weekly surface, not a daily one, so it ships after the surfaces your team lives in every day. It will be built on the same filter engine already running views, segments, and automations, which is why it will arrive as configuration rather than as a second query language to learn.
- Custom reports and dashboards built on your own filters Coming soon
- Drill from any figure to the records behind it Coming soon
Why do dashboard numbers usually disagree with list views?
Because in most CRMs reporting runs on a separate copy of the data or a separate engine, with slightly different ideas about empty values, timezones, and who can see what. Reading the same records with the same visibility rules is what removes the class of problem.
Can each rep see only their own numbers?
Yes. Visibility is applied by role, so the same dashboard shows a rep their pipeline and a manager the whole team’s.
Can I build my own reports?
Not yet. The report builder is coming soon. Today there is one fixed dashboard plus call reports, and any view exports to CSV if you want to analyse it elsewhere.
Can I export the underlying data?
Yes. Any view exports to CSV, respecting its filters and your permissions.
Steps 5 and 6 of the customer journey.
Try it on your own data.
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