ANA

Analytics & Reporting

Dashboards that build themselves. Reports that matter.

Dashboard builder, report builder, AI-powered analytics. Live data, pretty defaults.

How it connects

What you can do in Analytics & Reporting.

Each area below describes the task it helps your team with and how it connects to the rest of Sentinel.

How it connects

The overview is the live, combined view of all modules. Sentinel AI uses these same numbers when answering your questions.

Features

One grid of key numbers for every area: CRM (pipeline, contacts, deals won, win rate), Service (open, urgent and resolved tickets, CSAT), Marketing (campaigns, open rate, social) and Commerce (revenue, outstanding, overdue)
Trend charts for new contacts, deals closed, tickets opened and revenue
A recent-activity summary: new contacts, deals won, tickets resolved and quotes accepted

How it connects

Dashboards can include widgets from any module — CRM pipeline, ticket queues, invoice revenue, campaign performance. All in the same view.

Features

Create dashboards and set one as your default
Choose from ready-made data sources and show them as a metric, bar, line or pie chart
Rearrange widgets by dragging them into place
Give each widget a title, data source and size
Charts are backed by your live data
Remove a widget when you no longer need it

How it connects

Report data is available across all modules. Scheduled reports are emailed to you and logged in the Admin audit trail.

Features

Build reports on contacts, deals, activities, tickets, campaigns, invoices and quotes
Pick the columns you want, group the results and choose a chart type
Reports run on your live data when you open them
Group a report to see it as a bar, line or pie chart above the data
Re-run a report to refresh it
Schedule a report to be emailed daily, weekly or monthly