BI

Dashboards built on the data you already run on.

KPI cards, charts, map reports, and pivot tables — live from your CRM, tickets, and campaigns, with no export step.

Product screenshot · Business intelligence

What it does

01

Report builder

Filters, date ranges, and bar, line, pie, KPI, and table visualizations.

02

Map reports & pivots

Geographic views and cross-tabulations for demand and resource decisions.

03

Period-over-period & notebooks

Side-by-side time comparisons and printable dashboard documents.

Common questions

Is the data real time?

Yes — dashboards update live via WebSocket infrastructure.

Can leadership get a scheduled summary?

Yes, AI-generated natural-language summaries can run on a schedule.

Can I export?

Reports print and export; your data is yours at all times.

See Business intelligence running on your data.

Bring your most manual process. In 30 minutes we’ll show you how it runs on one platform.