Reporting & Analytics
Build dashboards, run reports, and export data across your CRM.
3
Total Dashboards
4
Total Reports
2
Active Schedules
3
Total Exports
5.7s
Avg Export Time
Your Dashboards
Create and manage analytics dashboards.
3 dashboards
Sales Overview
Track revenue, deal pipeline, close rates, and sales team performance at a glance.
DefaultShared
Griddeals4 widgets·Updated Feb 25, 2026
Marketing Performance
Campaign ROI, email open rates, landing page conversions, and social engagement metrics.
Gridcampaigns2 widgets·Updated Feb 20, 2026
Support Metrics
Ticket resolution times, customer satisfaction scores, and support team workload distribution.
Shared
Single Columnconversations2 widgets·Updated Feb 24, 2026
Report Schedules
Automated report delivery schedules.
Weekly Pipeline Summary
WeeklyPDF2 recipients
Next run: Mar 3, 2026, 1:00 PM
Last run: Feb 24, 2026, 1:00 PMCompleted
Total runs: 18Failed: 1
Monthly Revenue Breakdown
MonthlyExcel3 recipients
Next run: Mar 1, 2026, 2:00 PM
Last run: Feb 1, 2026, 2:00 PMCompleted
Total runs: 5