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DASHBOARDS & REPORTS

Insights at your fingertips

Understand your business performance instantly with clear dashboards and actionable reports — no more guesswork, just smarter decisions.

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Live dashboard preview: active customers ratio, visits vs sold, sales forecast, goals evolution, sales 12-month chart, and team goals table.

Data that works for you

From real-time tracking to AI-powered summaries, get the clarity you need to make confident decisions — fast.

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Highlight the insights that matter most in just a few clicks.

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Sales
Evo. ActivitiesActivities by type and YoY change
Annual Run RateAnnual projection based on the last 3 months
Sales (12 months)Evolution of sales and margin in the last 12 months
Sales ForecastSales forecast for the current month
Goals
Customers
Top Customers VariationCustomers growing or decreasing vs the same period
Calls per dayDaily call volume trend
My Dashboard3 widgets
Sales Forecast€92.1k+6.7%
Visits vs Sold211−33%
Goals Evolution
€573,986 · 104%
Annual Run RateNew
€1.18MBased on the last 3 months of sales
Layout saved

Track performance in real time

Instantly monitor key metrics and stay ahead with live data on sales, conversations, and team activity.

Live performance Live
€0from €86,329 6.7%
Evo. ActivitiesLast 30 days
Visit1,302 12%
Inbound call12,339 14%
Outbound call1,359 14%
Prospecting0 100%
Visit Planning0 100%

Gain deeper insights automatically

Reveal opportunities and make smarter decisions, faster.

Insights Henry AI
Sales Trend Below
Switched to a Competitor[2024-11-04]

Customer mentioned alternatives during the last call; engagement dropped after that.

Probability
Delayed or Missed Payment[2024-10-21]

Customer has experienced recent invoice delays — purchasing rhythm slowing.

Probability
Fewer Quote Requests[2024-10-12]

Quote volume is down vs the trailing 90 days — usually a leading indicator.

Probability

Easily share reports with anyone

Distribute key insights inside or outside your organization — no barriers, just clarity.

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Instant widgets

Access pre-built visual blocks that update in real time.

Custom dashboards

Create personalized or role-based dashboards tailored to every team.

Time-navigable reports

Jump through time ranges with one click — daily, weekly, or custom.

Shareable reports

Export or share dashboards and reports with your team in a single click.

Live performance tracking

Monitor KPIs and goals as they happen — no refresh needed.

AI summaries

Let AI turn complex data into easy-to-read highlights.

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