01
Revenue widget
Closed-won, weighted pipeline, and forecast in one card. Click through to the underlying deals.
Product
Numbers that explain the quarter.
Pipeline coverage, source ROI, rep performance, event attribution — laid out so a sales lead can read it in one glance and a CFO can audit it in one click.
crm.leadnics.com
How it works
How analytics is built
- Compose
Pick from 30+ widgets — funnel, cohort, leaderboard, time-in-stage, win/loss — and arrange them on the dashboard grid.
- Filter
Apply team, time range, segment, or event filters across every widget at once. Save the view, share the link.
- Export
Push any chart to CSV, PNG, or a scheduled Slack/email digest. Numbers live where the people who need them already are.
Capabilities
What's on the dashboard
02
Conversion funnel
Lead → MQL → SQL → Won, with drop-off per stage and average time between stages.
03
Stage progression
Where deals slow down, where they accelerate, broken out by rep and segment.
04
Source attribution
Trade-show vs. webform vs. referral revenue, side by side, with cost-per-lead inputs.
05
Rep leaderboard
Activity, pipeline, and closed revenue per rep — the same view a sales lead uses on Monday.
06
Scheduled digests
Email or Slack snapshot to the team Monday 8am — pipeline movement, won deals, stalled accounts.
Questions
Analytics FAQ
Can I build a custom widget?
Yes. Pick the data source (deals, contacts, activities), choose a chart type, set filters and grouping. Save it to the library to reuse across dashboards.
Is the data live?
Yes. Widgets read straight from the production database, so the numbers are always current.
Can I export to BI tools?
Yes. A direct read-only Postgres connection ships with paid plans; CSV and scheduled file delivery work on every plan.