Dashboards & Reports
Unifies CRM, project management, billing, and inventory tools into a single live dashboard — giving businesses full visibility over metrics.
Key Capabilities
Unified service endpoints aggregating multiple data sources.
Widget registry template schema supporting customization.
Real-time charts plotting project statuses, financial balances, and lead volumes.
Flexible data grid sorting, filtering, and column configurations.
Frequently Asked Questions
Is dashboard data real-time?
Yes, the dashboard consolidates database records in real-time, optimized by query indexes on key reference codes.
Can we export reports?
Yes, dashboards support CSV data exports for ledger records, stocks, and CRM deal pipelines.
Can dashboards display custom reports?
Yes, supports custom widget layouts, balance cards, and custom project charts.
Does dashboard support date filters?
Yes, supports calendar range filters and fiscal accounting period parameters.
Can we schedule auto-emailing of reports?
Yes, administrators can schedule automated PDF reports to route to executive teams daily or weekly.