Reports & Analytics

Every dashboard you'll ever need. Built before you ask

Predefined dashboards ship ready-made. Build your own when you need to — and decide exactly who gets to see it.

Customer Success overview dashboard: open cases, cases resolved this month, average resolution time, SLA met, cases created against resolved, open cases by status and assignee, cases by priority and open cases by assignee
AI-Driven

You don't build this dashboard. It's already waiting for you.

Open a project and the dashboard is already there filled in the moment you have data.

Prebuilt Executive, Outreach and Rep activity dashboards, ready the moment you have data

Predefined, ready to use

Every project starts with dashboards already built: stat cards, charts, and workload views, no setup required.

Create with AI: a plain-language request for open cases by priority, built into a donut chart

Create with AI

Describe the widget you want in plain language — it builds the chart for you, no dragging fields around.

People with access to a dashboard with Can View or Can Edit, and its Private or Organization visibility

Shared with people

Keep a dashboard private, hand it to named people, or open it to the whole organization — your call.

Dashboards list filtered to starred favorites

Favorites & quick access

Star the ones you check daily — they surface to the top every time, no digging through a growing list.

Inside a dashboard

Real data. Real charts. Nothing staged for a demo.

Every widget on this page pulls from your actual cases - the moment something changes underneath, the chart already knows.

Stacked bar chart of open cases by status for each assignee
Donut chart of open cases by queue
Line chart of cases created against cases resolved over the last quarter
Built to Share

Read it. Export it. Hand someone the keys.

A dashboard isn't done when it's built it's done when the right people can actually use it.

A report open with its Export dialog: file name and PDF, CSV, XLSX or PNG formats
  • 01Export & ExpandPull any chart to full-screen or export it directly — no separate tool needed.
  • 02AI Dashboard SummaryWhat’s trending, what’s not — generated in seconds, not typed by hand.
  • 03Visibility, Your CallPrivate, shared with named people, or org-wide — set per dashboard.
AI Driven

AI that watches your dashboards so you don't have to.

Four things quietly running in the background — no setup, no toggles to find.

  • PredefinedReady before you ask — ships with every project.
  • Create with AIDescribe the widget you want, it builds the chart for you.
  • SharedPrivate, named people, or org-wide — your call.
  • FavoritesStar it once, it surfaces to the top every time.
Under the hood

Dashboards. Reports. Access. None of it needs your attention.

The three things underneath every view you'll ever open - set once, then left alone.

Dashboards

Predefined ones ship with every project. Build a custom one when you need a view nobody’s made yet.

Dashboards list with name, description, visibility, owner and the people with access

Reports

Same mental model as Dashboards, one level deeper - for when you need to see the numbers behind the number.

A report of cases created against cases resolved, with an AI report summary above the chart

Access Control

Private, shared with specific people, or visible to the whole organization - decide per dashboard, not per role.

Create Dashboard dialog with Private or Organization visibility, next to the Share Dashboard dialog for named people
Ask Anything

Nothing here is ever really gone. Not for thirty days, anyway.

Every dashboard and report is recoverable, every access change is logged - nothing to reconstruct by hand when someone asks who could see what

  • 30day Recycle Bin , nothing gone by accident
  • 100%of access changes logged automatically
  • 1:1role-based access, via Users & Teams
Try it on a real case

The answer arrives before you ask the question.

Open a project and the numbers are already there — build your own the moment predefined isn't enough.