Dashboards & Reports
Turn your records into a picture of the business.
Dashboards
The dashboard builder lets you assemble views from your data — pipeline health, case load, activity volume — and save them for repeat use. You can list, build, and view dashboards, so different roles can keep the metrics that matter to them.
Reports
Reports run structured queries over your records and present the results in tables (including grouped rows). Reports are the detailed, row-level counterpart to the at-a-glance dashboards.
Charts
Visualizations are rendered with D3 for full control over how data is drawn, which keeps charts consistent and performant across the app rather than depending on a heavyweight charting library.