Building reports and dashboards
Self-service reports with filters and aggregates, drag-and-drop dashboards, and CSV/Excel export - no SQL.
The Report Builder works over contacts, leads, deals, tasks, activities, sales orders, and support tickets - plus every reportable custom field. Choose row mode (a filtered table) or aggregate mode (counts, sums, averages grouped by a field or date bucket).
Filters nest with AND/OR logic and 13 operators, so “deals over 50M created this quarter whose stage is negotiation OR proposal” is a few clicks, not a query.
Dashboards
Assemble dashboards from your reports on a 12-column drag-and-drop grid: KPI tiles, bar/pie/line charts, and tables. Your workspace also ships with dozens of ready-made reports and dashboards, localized in Persian, Arabic, and English - use them as-is or as starting points.
Sharing and exporting
Reports save per workspace, can be favorited, and export to CSV or Excel. Dashboards are shared with the team, so everyone reads the same numbers.