Every metric, one source of truth. Because every team writes to the same governed record, your sales, support, marketing and finance dashboards are live and consistent, so you spend less time exporting and reconciling spreadsheets.
Because CRM, communication, automation, Custom Applications and AI all write to one governed data model — 252 objects across 18 modules and 7 pillars — your dashboards never disagree. There is no nightly export, no reconciling two systems and no “which number is right” meeting.
Change a deal, close a ticket or post an invoice, and every view that depends on it updates. Reporting becomes a property of the platform, not a separate tool you have to feed.
See the platform →Ready-made dashboards for sales, support, marketing, finance, contact centre and AI, updated as your data changes.
Forecast, win rate, stage velocity and lost-reason analysis.
First-response, resolution time, backlog and satisfaction.
Campaign reach, open and conversion rates across channels.
Revenue, collections, invoices and payroll at a glance.
Live queues, agent occupancy, call volumes and SLAs.
Agent actions, deflection rate and tasks completed.
Start from any object and drill into the detail — or open one of the ready-made analytics views and make it yours.
Forecast, stage velocity, conversion and lost-reason analysis across every pipeline.
Learn more →Calls, emails, meetings and messages logged against every record, by team and by rep.
Learn more →Reach, open, click and conversion by campaign and channel, tied back to revenue.
Learn more →First-response, resolution time, backlog, reopen rate and CSAT in one place.
Learn more →Live queues, agent occupancy, call volumes, abandons and handle time.
Learn more →Spend, pipeline influenced and return by source, with attribution models.
Learn more →Give each team the numbers it owns — and give leaders a single roll-up across all of them.
Forecast, quota attainment, activity and win rate by rep and region.
Learn more →Lead volume, source mix, cost per lead and campaign conversion.
Learn more →Ticket backlog, SLA compliance, resolution time and satisfaction.
Learn more →Revenue, collections, outstanding invoices and cash position.
Learn more →Workflow throughput, task SLAs and handoffs across teams.
Learn more →One roll-up across every pillar — the whole business on a page.
Learn more →Drag-and-drop reporting on any object, with governance and delivery built in.
Pick a prebuilt dashboard or start from any object.
Group, filter and add totals.
Share it with a role or schedule it to inboxes.
Act on the numbers from the same record.
A dashboard is only useful if people can trust it and see only what they should. Every view respects the same role-based and field-level permissions as the underlying records, so a rep sees their pipeline while a leader sees the whole.
Share a view with a role, or schedule it to land in the right inboxes on your cadence. Every record keeps its full audit trail, and your data stays in India.
Security & data →Yes. Live dashboards and the prebuilt report packs are included on every plan, from day one.
Yes. Start from any object and group, filter and total with drag-and-drop — no code and no separate BI tool.
From the same governed record every team writes to, so sales, support, marketing and finance numbers always agree.
Yes. Schedule any view to the right inboxes on your cadence, or share it with a role inside the platform.
Every view respects role-based and field-level permissions, so people see only the data they are allowed to.
Live dashboards are included on every plan. Start free and watch the numbers update themselves.
