See the business as one operating system
Bring commercial, customer, service and operational performance into one analytical layer instead of reconciling separate departmental dashboards.
Analytics & Reporting
Analytics that connects the numbers to what is actually happening.
Bring sales, marketing, support, projects, loyalty, billing, inventory and field operations into one decision layer, then move from high-level performance to the records, segments and actions behind it.
Built for leadership teams and functional owners who need one view of performance across revenue, customers and operations without rebuilding the story across separate spreadsheets and reporting tools.
Connected Decision Layer
Turn fragmented reporting into one connected decision process.
The number itself is only the beginning. automateCRM connects dashboards, pivots, comparisons and conversational analysis to the same operational records so teams can move from what happened, to why it happened, to what needs attention next.
Move from summary to underlying detail
Start with a KPI, chart or pivot result and drill into the records behind it when managers need to understand what is driving the number.
Compare performance in context
Use targets, actuals, trends, periods, regions, products and teams to understand whether performance is improving and where intervention may be required.
Ask the data when the question changes
Use conversational analytics to explore business questions without building another dashboard every time leadership wants to investigate a different angle.
Analytics Capabilities
Everything your teams need to explore performance, not just look at dashboards.
From executive KPIs to detailed pivots and conversational analysis, automateCRM turns connected customer and operational data into a decision layer that different teams can explore from their own perspective.
Dashboards
Give leaders and functional teams the right view without creating different versions of the truth.
Executive KPIsFunctional ViewsTarget vs Actual
Give every role the view it needs while keeping the underlying numbers connected.
Leadership and functional teams need different perspectives on performance. Build dashboards around their decisions while keeping sales, marketing, service, projects and operations connected to the same underlying data.
- Build executive dashboards spanning customer, revenue and operational performance
- Create role and function-specific views for different teams
- Compare target versus actual performance
- Track directional trends across reporting periods
- Surface management signals that require attention
- Drill from dashboard metrics into the relevant analytical detail
Pivot Analysis
Explore large datasets from different angles without rebuilding reports every time.
Drag & GroupDrill DownCalculated Views
Turn thousands of records into the exact analytical view the question requires.
Use interactive pivot analysis to group, compare and summarize operational data across dimensions and measures, then drill into the records behind the result when deeper investigation is required.
- Group data across dimensions such as team, region, product, source or period
- Compare multiple measures within the same analytical view
- Reorganize rows and columns as the analytical question changes
- Analyse totals, distributions and percentage contributions
- Drill from aggregated pivot results into underlying records
- Export detailed analytical results when offline analysis is required
Conversational Analytics
Ask business questions in natural language and investigate the answer further.
Ask Your DataFollow-up QuestionsContextual Analysis
Ask the question behind the dashboard and keep investigating.
When an existing report does not answer the next management question, use conversational analytics to explore performance, compare drivers and ask follow-up questions using the same connected business data.
- Ask business questions in natural language
- Compare functions, periods, customer segments or operating conditions
- Ask follow-up questions as the investigation develops
- Explore likely drivers behind a performance change
- Move from high-level answers toward supporting analytical detail
- Use connected operational context rather than isolated report extracts
Customer Journey Intelligence
Diagnose where value is created, where it leaks and what deserves attention next.
Bowtie AnalysisValue AcceleratorsValue Drainers
Understand the journey behind the number, not just the final outcome.
Bowtie Analysis connects the path into conversion with what happens after it, helping teams see where value is being created, where customers or revenue are dropping out and which drivers deserve deeper investigation.
- Measure progression across acquisition, qualification, conversion, retention and growth
- Compare journey-stage performance instead of analysing isolated funnels
- Surface value accelerators contributing positively to customer and revenue outcomes
- Identify value drainers such as lead leakage, proposal drop, service issues, churn and expansion gaps
- Drill from an underperforming journey stage into affected segments and underlying records
- Connect journey diagnosis with AI-assisted insights and recommended areas for investigation
Sales & Revenue
Connect pipeline movement, conversion and actual revenue in one analytical view.
RevenuePipelineConversion
Understand where revenue is coming from and what is affecting the path toward it.
Analyse opportunity movement, conversion, targets and revenue together so managers can understand whether current sales execution is sufficient to deliver expected business outcomes.
- Track pipeline and revenue performance
- Analyse funnel conversion across stages
- Compare target versus actual results
- Monitor opportunity ageing and stage movement
- Compare performance across teams, territories and products
- Drill from revenue or conversion metrics into relevant records
Marketing Attribution
Connect campaign investment to qualified demand and downstream business outcomes.
Channel AttributionCampaign ROIConversion Path
See which marketing activity is creating meaningful business impact.
Connect campaign, channel and source performance with qualification and downstream conversion so marketing decisions are based on more than delivery, opens and clicks.
- Compare leads and qualification by source or campaign
- Analyse channel and campaign contribution
- Connect marketing activity to downstream pipeline and revenue context
- Review campaign ROI where cost information is available
- Understand conversion paths across acquisition sources
- Compare marketing performance across audiences, channels and periods
Service Analytics
See where support quality is improving, slipping or repeatedly creating customer risk.
SLACase TrendsService Quality
Move beyond ticket counts to understand the quality of service execution.
Analyse backlog, SLA performance, recurring issues and customer service outcomes so support leaders know where operational attention is required.
- Track case volumes and backlog
- Analyse first-response and resolution performance
- Monitor SLA attainment and recurring breaches
- Compare issue categories and service patterns
- Analyse repeat issues across customers, products or assets
- Connect service quality with relevant customer feedback
Delivery Analytics
Turn project schedules and execution history into visibility on delivery health.
ProgressMilestonesDelivery Risk
See which projects are progressing and where delivery needs intervention.
Analyse project progress, milestone performance, overdue work and delivery risk across active customer and operational projects.
- Track project and milestone completion
- Analyse overdue and delayed work
- Compare progress across projects or project types
- Monitor schedule exposure and delivery risk
- Review workload or execution indicators
- Drill into projects requiring management attention
Customer & Loyalty
Understand customer value, engagement and retention beyond the first transaction.
RFMRetentionCustomer Value
See how customer behaviour changes after acquisition and conversion.
Use customer history, engagement and purchase patterns to understand retention, repeat behaviour and segments that may require different growth or reactivation strategies.
- Analyse repeat and retained customer behaviour
- Use RFM-style segmentation where configured
- Compare customer segments by engagement or commercial value
- Identify dormant or declining customer groups
- Analyse loyalty participation and engagement
- Connect customer behaviour with wider sales and service context
Operational Analytics
Bring customer demand and operational readiness into the same analytical conversation.
InventoryFulfilmentOperations
Understand the operational conditions behind customer-facing performance.
Bring inventory, fulfilment and other operational signals into analytics so teams can understand where execution constraints may be affecting customer or revenue outcomes.
- Analyse inventory and stock indicators
- Compare availability across warehouses or locations
- Review operational movement and fulfilment trends
- Identify low-stock or constrained categories
- Connect operational context with demand or customer activity
- Build role-specific operational views for management teams
Geo & Field Analytics
See how territories, routes and field execution perform across geography.
Map AnalysisTerritoriesField Execution
Put regional and field performance on the map.
Analyse sales, visits, coverage and operational activity geographically so managers can understand where territories are performing differently and where field execution needs attention.
- Visualize performance across regions or territories
- Analyse customer and activity distribution geographically
- Compare planned and actual field execution where applicable
- Review regional sales or service performance
- Identify geographic concentrations or underperformance
- Drill from map-level insight into the relevant records
Configurable Reporting
Shape reporting around the decisions your business actually needs to make.
Custom ReportsExcel ExportFlexible Views
Your reporting model should follow your business, not somebody else's dashboard template.
Configure reports, filters, analytical views and exports around your own modules, processes and operating model while keeping the analytics directly connected to automateCRM data.
- Build reports around available CRM and operational modules
- Filter and group data using business-relevant criteria
- Create role-specific analytical views
- Export detailed datasets and reports to Excel when required
- Use pivots for deeper ad hoc exploration
- Extend reporting as custom modules and processes are introduced
Beyond Dashboards
Insight should not stop at the chart.
A dashboard can tell you that something changed. The real value comes from understanding why, finding the records behind it and acting while the signal is still relevant.
Because automateCRM Analytics sits on the same customer and operational platform, teams can move from performance to context without rebuilding the analysis in another system.
PURPOSE-BUILT WORK EXPERIENCES
The right screen for the work in front of you.
automateCRM does not force every job through the same generic CRM interface. Processes can open the record, guided form or purpose-built business screen needed for that step, with the relevant customer and process context already in place.
What Changes
When the business works from one connected reporting truth.
The impact goes beyond cleaner dashboards. Teams spend less time reconciling reports, managers identify issues earlier and decisions become easier to connect to the operational reality behind the numbers.
Leadership stops reconciling competing reports
Commercial, customer and operational metrics come from the same system context instead of being rebuilt independently by every function.
Issues surface earlier
Conversion drops, SLA problems, delivery delays and operational underperformance become easier to identify when the relevant signals are visible together.
Managers can investigate the why
Pivots, drill-down and flexible analysis help teams move beyond a headline KPI and inspect the records and dimensions driving it.
Reporting takes less manual effort
Teams spend less time exporting, combining and reformatting spreadsheets simply to recreate recurring management views.
Functions make decisions from shared facts
Sales, marketing, service, projects and operations retain their own perspectives without creating different versions of business reality.
Insight gets closer to action
Because analytics remains connected to operational records, managers can move from a signal toward the customers, opportunities, cases or projects that need attention.
Next Step
Turn reporting into a decision system your teams can actually use.
See how automateCRM can bring dashboards, pivots, conversational analytics, attribution, service, project, loyalty and operational reporting together in one connected analytics layer.
Unlimited users
Bring leadership, department heads and execution teams into the same analytical environment without making per-user pricing a barrier.
Connected to operations
Move from an analytical signal to the customers, opportunities, cases, projects and operational records behind it without rebuilding context elsewhere.
FAQs
Common questions about automateCRM Analytics & Reporting.
A few quick answers about dashboards, pivots, conversational analytics, cross-functional reporting and exports.
Can leadership and functional teams use different dashboards?
Yes. Different teams can focus on the KPIs relevant to their role while the dashboards continue to reference the same underlying automateCRM data.
Does automateCRM support pivot analysis?
Yes. Pivot analysis can be used to group, compare and summarize larger datasets across multiple dimensions and measures, with drill-down into underlying records where required.
Can we ask questions about our data in natural language?
Yes. Conversational analytics can help users explore business questions and follow-up questions without requiring a new dashboard for every analytical scenario.
Can marketing data be connected to downstream sales outcomes?
Yes. Campaign, source and channel information can be analyzed alongside qualification, pipeline and revenue context where that data is available inside automateCRM.
Can we analyse support and project performance too?
Yes. The analytics layer can include service, SLA, project, delivery and other operational signals in addition to commercial reporting.
Can we analyse customers and loyalty?
Yes. Customer engagement, repeat behaviour, loyalty activity and segmentation such as RFM can be analysed where the relevant data is available.
Can reports be exported to Excel?
Yes. Detailed data and reporting views can be exported when teams require offline sharing or further analysis, while interactive analytics remains available inside automateCRM.
Can we build reporting around custom processes?
Yes. As automateCRM is configured with custom fields, modules and processes, reporting can be structured around the data and operating model relevant to the business.
See how automateCRM could work for your business.
Bring us your most pressing operational challenge. We'll explore how the right workflows, interfaces, integrations, automation and agentic AI can come together around it.
What we'll explore
Schedule a Discovery Workshop- Workflow design
- Interface fit
- Integrations
- Automation + agentic AI