Introduction (Must Read)
CRM Analytics helps you understand your business data in a simple, visual way. Instead of reading long tables you can explore insights with reports and dashboards that are easy to understand.It shows you the clear path like what’s working, what’s not, and where improvements are needed.
Why CRM Analytics is Useful
Team Alignment: Everyone in your team sees the same data and insights, so decisions are based on facts, not guesses.
Clarity: It turns raw data into visuals like charts and graphs. This makes numbers easier to understand. Example: Instead of a table of 1,000 sales records, you see a pie chart showing which product sells the most.
Efficiency: It saves you hours of manual calculations and data crunching. You can create a chart or report in just a few clicks. Example: You don’t need to manually count how many leads came from Facebook vs. Google Ads. A report can show it instantly.
Accuracy: Since reports are generated automatically, there is less chance of human error compared to manual reporting.
Some use-cases of CRM Analytics are:
Example 1: A marketing manager wants to check which campaign worked best. Instead of exporting spreadsheets, they create a report showing leads by campaign source. Within minutes, they see that 60% of leads came from Google Ads, so they know where to invest more budget.
Example 2: A sales manager creates a dashboard that shows monthly revenue by region, top 5 products, and conversion rates all in one screen.
What You Can Do with CRM Analytics
Create and customize reports.
Explore your data with different chart types.
Apply filters to narrow your focus.
Add reports to dashboards for a high-level overview.
Export data to share or use in other tools.
Picky Assist Analytics is a powerful tool within our Modular CRM ecosystem, designed to help businesses visualize, analyse, and understand the data stored in different CRM modules. Whether you use our inbuilt modules (Leads, Contacts, Tasks) or have created your own custom modules, Analytics helps you measure what matters most—your business performance.
Because Picky Assist CRM is modular, Analytics is also fully modular and adapts to your unique data structure.
1. Understanding Modular Analytics
Unlike traditional CRMs, Picky Assist does not force you into a fixed structure. You may create modules such as:
Enquiries
Orders
Follow-ups
Projects
Tickets
Inventory
Students
Appointments
Service Requests
Analytics automatically adapts to your module architecture, enabling you to create:
Reports per module
Reports combining linked modules
Dashboards with multiple reports
Public and saved dashboards
This makes Analytics suitable for any industry SaaS, retail, healthcare, finance, real estate, education, and more.
2. Reports – The Core of Analytics
Reports allow you to extract insights from your CRM data in a visual format.
Key Features of Reports
Create reports for any module
Combine two related modules into one report
Use a visual drag-and-drop builder
Choose from 13 report types, including:
Horizontal Bar Chart
Vertical Bar Chart
Pie Chart
Line Chart
Area Chart
Scatter Chart
Simple Table
Pivot Table
KPI Card
Funnel Chart
Donut Chart
Combination Chart
Gauge Chart
Example Use Cases:
Leads by Source (Pie Chart)
Monthly Revenue (Line Chart)
Conversion Funnel (Funnel Chart)
Orders by Status (Bar Chart)
Task Completion Trends (Area Chart)
Top Performing Products (Table)
2.1 Drag & Drop Report Builder
The report builder is designed for non-technical users.
Choose the module
Select fields
Drag them into the X/Y axis
Apply filters (date range, status, assigned user, etc.)
Choose a visualization format
Preview and save
Example:
You want to see how many leads each salesperson converted last month.
Steps:
Choose Lead Module
Add Salesperson to X-axis
Add Count of Leads Converted to Y-axis
Apply filter: Status = Converted
Select Bar Chart
Your chart is ready.
3. Reports from Linked / Related Modules
This is where Picky Assist Analytics becomes extremely powerful.
You can combine two modules that are linked through:
Mobile number
Email
Appointment ID
Order ID
Any relational field
This allows analysis across processes.
Example Scenario
You have:
Lead Module
Meeting Module Linked by mobile number.
You can create a report that answers:
How many meetings were conducted for each lead, in a given month?
Result: A dual-axis chart:
Axis 1: Number of leads created
Axis 2: Number of meetings held
This helps you quickly identify:
Leads with high engagement
Leads with no follow-up
Salespeople who conduct more meetings
Another Example:
Modules: Orders + Payments
Report:
Total Orders
Total Payments Received
Payment Status
Outstanding Amount
Ideal for finance teams.
4. Dashboards – Meaningful Insights in One Place
Dashboards allow you to combine multiple reports to create a single view of your business metrics.
Dashboard Features
Add multiple reports (based on plan)
Arrange reports in custom layouts
Resize or reorder reports
Apply dashboard-level or report-level filters
Save dashboards for future use
Example Dashboard Structure
Sales Dashboard
Lead Source (Pie)
Daily Leads Created (Line)
Lead → Meeting → Conversion Funnel
Salesperson Performance Table
Revenue by Month (Bar)
Conversion Ratio (KPI card)
Support Dashboard
Tickets by Status
Tickets Resolved Per Agent
Average Resolution Time
Customer Satisfaction Trend
Operations Dashboard
Task Completion
Delayed Tasks
Department Productivity
Dashboards help leaders understand performance at a glance and take fast decisions.
5. Public Shareable Dashboard
You can share any dashboard using a public link.
Why Useful?
Share KPIs with clients
Share progress with investors
Share sales reports with business partners
Display dashboards on TV screens
Share performance with remote teams
Viewer does not need a Picky Assist login.
Control options:
Enable / Disable sharing anytime
Make read-only for security
6. Saved Dashboards (Snapshot Mode)
Saved dashboards are archived versions of your dashboards.
They capture the data available at the time of saving.
Key Behaviour
Do not update with live data
Do not fetch data from modules
Load instantly (performance friendly)
Example Usage:
Yearly Sales Comparison
Save Dashboard 1: Sales Data 2023
Save Dashboard 2: Sales Data 2024
Compare historical vs current performance anytime.
Reporting to Board / Management
Save dashboards quarterly or monthly for reference without affecting live data.
7. Permissions & Sharing
Permissions allow you to control who can view or modify reports.
Options
Admin Only: Default
Share with Specific User:
Read-Only
Edit Access
Use Cases
Sales manager views only Sales Dashboard
Finance team sees only Payment Dashboard
Marketing team accesses Lead Insights
CEO gets full access
Data governance becomes easy and safe.
8. Report Views – How Usage Is Counted
Each time a report loads, it counts as one view.
Example:
A dashboard contains 8 reports.
If a user opens the dashboard once → 8 views consumed.
Your monthly plan includes a limit on:
Total report views
Total reports
Total dashboards
Reports per dashboard
Upgrading your plan increases these limits.
9. Formula Support – Advanced Calculations
You can apply formulas inside reports for deeper insights.
Supported Operations
Addition (+)
Subtraction (–)
Multiplication (×)
Division (÷)
Percentages (%)
Combined expressions
Example Calculations
Churn Rate (SaaS)
Conversion Rate
Average Revenue Per Customer
Outstanding Amount
These formulas help turn simple data into actionable metrics.
10. Plan Limitations
Your plan determines the limits for:
Number of reports you can create
Number of dashboards
Reports allowed per dashboard
Monthly report views
If you reach the limit, the system will notify you, and you can upgrade to unlock more capacity.
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