Insights & AI
Dashboards & reports
Your key figures on one page, and reports that combine your apps, always within your permissions.
Who it’s forOwners, team leads, and every employee for their own day
What you do with Dashboards & reports
- Follow the business, your team and your day on an overview ordered by your role
- Pick which cards appear and in what order, a setting that follows you on every device
- Break data down by month, customer or product, and compare with the previous period or year
- Group your reports into boards, private or shared with the team
- Export to CSV or PDF, and schedule a report by email every week or every month
- Check off the calls, appointments and tasks assigned to you without leaving the dashboard
With the other apps
What Dashboards & reports shares with its neighbors, with nothing typed twice.
Not to be confused with
Immersive view, Dashboards & reports or Inventory?
The Immersive view shows your sites live, as they are laid out; Dashboards & reports read your figures and trends; Inventory manages your goods.
In the same area
Which plans include it
- Discovery: your free app of choice
- À la carte: added to your other apps
- Essential: included
- Complete: included, with every other app
Try Dashboards & reports for free.
With the Discovery plan, Dashboards & reports can be your free app, for up to 3 users. The other apps stay one click away.
