# 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: 1. Choose *Lead Module* 2. Add **Salesperson** to X-axis 3. Add **Count of Leads Converted** to Y-axis 4. Apply filter: Status = Converted 5. 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)** ``` (Lost Customers / Total Customers) × 100 ``` **Conversion Rate** ``` (Leads Converted / Total Leads) × 100 ``` **Average Revenue Per Customer** ``` Total Revenue / Total Customers ``` **Outstanding Amount** ``` Total Order Value – Total Received Payment ``` 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. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.pickyassist.com/setting-up-guide/crm-analytics/introduction-must-read.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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