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AI, Automation & Reports

Reports & Analytics

Dashboards for sales, customers, products, HR, support and money, built from the work your team already logs. Reports & Analytics covers the sales dashboard, customer analytics, product analytics, HR analytics, call insights, an executive dashboard and profit and loss.

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Who it is for

Owners and managers who build a weekly report by hand from several sheets.

Included in every workspace. See plans and modules

How it works, step by step

Reports read the same records your team works on, so there is nothing to re-enter. Pick a date range and filter by team or owner where the report allows it.

  1. Log work as usual: leads, calls, invoices, attendance, tickets.
  2. Open Analytics or the executive dashboard.
  3. Pick the date range.
  4. Export where the report offers it.

What you get

  • Sales and pipeline analytics
  • Customer analytics
  • Product analytics
  • HR analytics
  • Call insights
  • Executive dashboard
  • Profit and loss

What it connects to

Getting set up

Nothing to set up. Reports fill in as leads, calls, invoices, attendance and tickets are logged.

Reports & Analytics: questions and answers

Do I have to build the reports?
No. They are ready-made and fill in from your records.
Which reports depend on modules?
Each report needs its module. Profit and loss needs Accounting, HR analytics needs the HR Suite, and so on.
Which module is this part of?
Reports & Analytics is part of every BizzSetu workspace.

See Reports & Analytics on your own data

Start a free trial, or book a demo and bring one real workflow.

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