Skip to content
NG CRM
Analytics

A number you can check, in one click.

Every metric opens into the list of records behind it — the same number of rows as on the chart. Ready-made dashboards cover sales, marketing, support and the Inbox, and your own are assembled from a widget catalogue.

  • 8 ready-made dashboards
  • Up to 24 widgets
  • XLSX, CSV, PDF
  • Threshold alerts
Book a demoAll features
Interface illustration with sample data
Capabilities

A view for the seller, the team and management

The same data, the same numbers and the same access rights as the rest of the system.

  • Available

    Eight ready-made dashboards

    Company overview, Sales overview, Pipeline and forecast, Activities, Marketing, Customers, Support and Inbox. Each follows the same order: numbers, insights, charts, then lists.

  • Available

    Your own dashboards

    Up to 24 widgets from the catalogue: KPI, trend, distribution, ranking, funnel, heatmap, list, insights, saved report and text. “Copy and customise” is the fastest start.

  • Available

    Numbers lead to records

    Clicking a metric opens the records behind it — with the same row count as the chart. Every widget can be shown as a table and downloaded as CSV.

  • Available

    Insights calculated by the server

    Dashboard insights are calculated rules over your data, not language-model text. The same data gives the same insight.

  • Available

    Sharing with roles

    A dashboard is shared with roles. Others only view it; whoever wants changes makes their own copy. Data access rights apply here too.

  • Available

    Reports and a designer

    A library of ready-made reports, period comparison and a designer for your own: data source, columns or axes and measures, conditions and sort order.

  • Available

    XLSX, CSV and PDF export

    Reports export to Excel, CSV or PDF. The PDF carries the legal entity’s letterhead, so it goes to management or a partner as is.

  • Available

    Subscriptions and threshold alerts

    A report arrives by e-mail on a schedule. An alert fires when a measure crosses a threshold — with the measured value, the threshold and a link to the report — and does not repeat until the measure returns.

  • Available

    Full screen for the team

    A full-screen dashboard refreshes itself every five minutes — for a screen in the sales room or the morning stand-up.

All capabilities listed are part of NG CRM. Anything that depends on your external accounts, such as a Microsoft 365 or Google calendar, is enabled during onboarding.

What changes in practice

No arguing about whose spreadsheet is right

Dashboards, reports and record lists read the same data. When a number looks odd, open the list behind it and see which records make it up.

Insights without invention

Insights are rules the server calculates, so they do not “hallucinate”. When there is no data, there is no insight.

Management gets the report without asking

A subscription e-mails the report on a schedule, and an alert arrives only when something really crosses a threshold.

Frequently asked questions

Can I build my own dashboard?

Yes. A dashboard holds up to 24 widgets from the catalogue. The quickest way is to copy a ready-made dashboard with “Copy and customise” and change it.

Are insights written by AI?

No. Dashboard insights are calculated by the server using rules over your data. NG Copilot is a separate assistant and does not write dashboard insights.

How does a report reach management?

As an e-mail subscription on a schedule, or as an XLSX, CSV or PDF export. The PDF carries the legal entity’s letterhead.

Does everyone see every number?

No. Dashboards and reports follow the same data access rights as the rest of the system, so each person sees numbers over the records they are allowed to see.

Related

Want to see how this looks in NG CRM?

We will show you in a demo, on examples from your own sales. No obligation.

Book a demo