Analytics & Custom Dashboards

The Analytics Platform delivers KPIs and charts across sales, finance, support, marketing, and productivity.

• Sidebar Analytics — Dashboard, Executive, Sales, Customers, Leads, Finance, Support, Report Builder, Export Center.
• 25+ predefined reports with period filters (today, week, month, quarter, year, custom).
• Redis/file caching for fast loads — configurable TTL.
• Permission: analytics_platform_module.

Access: /analytics/dashboard.

• Executive Dashboard — revenue, pipeline, cash flow, business health (/analytics/executive).
• Sales Dashboard — funnel, win rate, revenue trend, sales by employee.
• Interactive ApexCharts with drill-down to underlying CRM lists where configured.

The Custom Dashboards module lets users build unlimited personalized command centers.

• Access: /custom-dashboards or Dashboard → Custom Dashboards.
• Drag-and-drop 12-column grid; 45+ widgets (KPI, charts, tables, activity feeds).
• Dashboard types: Personal, Shared, Team, Department, Company, Public.
• AI dashboard generation from natural language prompts.
• Permission: custom_dashboards_module.

Display dashboards on office TVs or share read-only links.

• Kiosk: /custom-dashboards/kiosk/{token} — fullscreen wallboard.
• Public share links with token-based access (no login).
• Real-time updates via Laravel broadcasting when Echo is configured.