Real-time refresh
Off, 30s, 1m, 5m, 15m, 30m, or 1hr — set the refresh interval per dashboard, not per session.
Analytics & reporting
Surface what you need to know, when you need it.
9 chart types, drag-and-drop dashboards, real-time refresh, and scheduled email delivery — no analyst, no Friday export.
Free for 14 days · No credit card required
Everything your team needs to see, automatically
Six capabilities that replace the spreadsheet, the analyst, and the Friday export.
Custom dashboards
Drag-and-drop tiles with resizable widgets. Build your own layout or start from a predefined caseload dashboard.
Dashboards
Build dashboards. Analyze cases.
Build dashboards. Analyze cases.
Take action faster.
Build a dashboard from your live case data in minutes — no SQL, no analyst, no waiting.
Per-widget Filters
Adjust date ranges and filters per widget without rebuilding the dashboard.
Real-time Refresh
Keep teams updated with live case data — refresh intervals from 30s to 1hr.
Controlled Sharing
Manage dashboard access by role. Grant view or edit access per user.
Custom dashboards
Drag-and-drop tiles with resizable widgets. Build your own layout or start from a predefined caseload dashboard.
Scheduled delivery
Reports land in inboxes before anyone asks.
Schedule any report to email automatically — weekly on Monday at 11 AM, to every director on the list.
Done once, runs forever.
Flexible frequency
Daily, weekly (any day), or monthly — with a configurable time.
Named recipients
Add team members by name — no email addresses to type manually.
Optional end date
Time-box delivery for audits or quarterly reviews.
Export on demand
Download as Excel, CSV, PDF, or PNG at any time.
Chart types
9 ways to visualise your caseload
Pick the chart that matches how your team thinks about the data.
Stat
Single metric with label and optional goal.
Funnel
Stage conversion and pipeline drop-off.
KPI Gauge
Semicircle showing current vs. target.
Vertical Bar
Compare values across categories.
Table
Sortable columns with row-level detail.
Leaderboard
Ranked list sorted by any case metric.
Horizontal Bar
Ranked comparison across assignees or queues.
Line / Area
Case volume and resolution trends over time.
Pie / Donut
Distribution across statuses or priorities.
Reporting
Your director asked for a caseload breakdown last quarter.
Your director asked for a caseload breakdown last quarter.
Build it now. Set it to send every Monday.
Start with a predefined dashboard or build from scratch. First scheduled report running before end of day.
- Pre-Built Executive Dashboards
- Automated Report Scheduling
- Real-Time Performance Analytics
- Custom Reports & Saved Views
- Export to PDF, Excel & CSV