AI-Powered Reports & Analytics
Understand Your Business at a Glance
AI-Generated Team Reports
Receive comprehensive AI-generated reports automatically—daily or weekly
What's Included
Daily Summary
Key metrics and highlights
Team Activity
Who worked on what
Project Progress
Milestones reached and upcoming
Revenue Updates
Money in and out
Issues Detected
Potential problems flagged
15+ Custom Dashboard Widgets
Build your perfect dashboard with drag-and-drop widgets
💰 Financial Widgets
- • Total Billed
- • Uninvoiced Hours
- • Overdue Invoices
- • Revenue This Month
- • Expenses Tracked
📊 Project Widgets
- • Active Projects
- • Completed Projects
- • Project Profitability
- • Tasks Completed
- • Hours Tracked
💼 Sales Widgets
- • Deals in Pipeline
- • Deal Value Total
- • Conversion Rates
- • New Leads
- • Forecast Revenue
👥 Team Widgets
- • Team Capacity
- • Active Team Members
- • Hours Worked Today
- • Productivity Metrics
- • Utilization Rates
📈 Marketing Widgets
- • Website Visitors
- • Leads Generated
- • Campaign Performance
- • Email Open Rates
- • Conversion Funnel
🎯 Custom Widgets
- • Any CRM field
- • Custom calculations
- • Time ranges
- • Comparison views
- • Trend indicators
Real-Time Updates
Dashboard updates automatically as data changes—no manual refresh needed
Live Data
See changes instantly as team logs time, closes deals, or completes tasks
Date Range Filtering
View data for today, this week, this month, or custom date ranges
Timezone Support
Automatically adjusts for your timezone, accurate reporting globally
Export Options
Export to PDF, Excel, or CSV for external analysis and presentations
Automated Insights & Alerts
AI detects patterns and alerts you to important changes
Revenue Anomalies
Get notified when revenue drops or spikes unexpectedly
Project Delays
Warning when projects are falling behind schedule
Capacity Issues
Alert when team is over or under utilized
Deal Pipeline
Insights on deal velocity and conversion trends
Who Uses Advanced Reporting?
CEOs & Founders
High-level overview of entire business performance at a glance
Finance Teams
Track revenue, expenses, profitability, and cash flow
Sales Managers
Monitor pipeline, forecast revenue, track team performance
Project Managers
See project profitability, resource utilization, delivery timelines
Team Leads
Track team capacity, workload distribution, productivity
Marketing Teams
Measure campaign ROI, lead generation, conversion rates
Complete Business Visibility
All Data in One Place
No jumping between tools or manual data compilation
Always Up to Date
Real-time data, not outdated spreadsheets
AI-Powered Insights
Automated analysis identifies trends and issues
Customizable Views
Build dashboards that match your business needs
Get AI-Powered Business Insights
Automated reports, customizable dashboards, and real-time analytics—all in one platform
Free 14-day trial →