◱ Analytics & Reports

Insights, charts, and AI-powered natural language queries.

• Analytics OverviewThe analytics dashboard shows key metrics: contact growth, pipeline performance, revenue trends, team activity, and communication stats. The report cards are fully customizable, HubSpot-style — add/re…
• Customizing Your Analytics Dashboard — Cards, Views, Layout & Date RangeThe Analytics page is a HubSpot-style customizable board. Every report is a card you can add, remove, drag to any slot, switch the chart view on, flip the axes of, expand to full screen, and scope to …
• Custom Reports & AI GenerateReports lets you compose multi-widget dashboards (stat cards, donuts, bars, tables, lists, funnels). AI Generate writes the whole dashboard from a one-line prompt — no manual widget-clicking required.