📊 Dashboards & Analytics
One view of truth. Every module, one dashboard.
Customizable dashboards, My Day planner, AI-powered summaries, and real-time analytics — fed by every module in the platform.
Key Capabilities
Everything you need for visibility.
📊
Custom Dashboards
Build dashboards from any module — CRM, projects, finance, support, safety. Mix and match widgets to your workflow.
📅
My Day Planner
One view of your day: tasks, meetings, deadlines, and priorities across projects and CRM — personalized to you.
✦
AI-Powered Summaries
Let QaiS summarize pipeline health, project status, or support trends in natural language — no digging required.
⏱️
Real-Time Metrics
Sales, projects, finance, and support — all updating live. No stale spreadsheets or manual refreshes.
👥
Team Activity Views
See what your team is working on, who's blocked, and where effort is concentrated — at a glance.
📤
Exportable Reports
Export dashboards and reports to PDF or CSV for stakeholders, board meetings, or audit trails.
How It Connects
Dashboards that see everything.
Because your analytics should pull from every module — CRM, projects, finance — in one place.
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Dashboards + CRM
Sales pipeline health at a glance. Deal velocity, win rates, and forecast — all from your CRM data.
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Dashboards + Projects
Project status, budgets, and deadlines in one view. Know what's on track and what needs attention.
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Dashboards + Finance
Revenue, expenses, and profitability in real time. Cash flow and P&L from your actual finance data.
Why Switch
vs Looker, spreadsheet dashboards, manual reporting
Looker
Spreadsheets
Manual reporting
→
◆ Qais Dashboards
BI tools and spreadsheets live outside your work. Qais Dashboards pull from every module in the platform — CRM, projects, finance, support — so your one view of truth is always current.
Try Dashboards & Analytics free.
14 days. No credit card. One dashboard for your entire business.