Nextora / Analytics & reporting
Before the sales review, someone still has to choose the measures, arrange the charts and explain what changed.
Start with the question. Let AI propose the board, review the plan, then bring a useful view into the conversation.
Follow the real board
A useful sales board starts with relevant measures and a clear way to see their movement.
Ask for total leads, total deal value and two monthly trends. Review the proposed metrics and charts before accepting the AI plan.
The team gets a specific plan to assess, with the question still visible behind the layout.
The team needs a common picture of both the size of the pipeline and its movement.
Open the saved Weekly sales pulse board to review lead count, total deal value and the two monthly line charts together.
The accepted AI plan becomes a working board the team can open and discuss.
The next decision may need a different measure, a closer grouping or a more relevant set of records.
Choose the report source, measures, grouping and filters, and inspect the preview as you shape the report.
The report can follow the team’s question as the discussion becomes more specific.
The tools behind the work
The sales review and the sales records belong in the same workspace. Bring CRM and Analytics together, from the customer context to the view your team discusses.
The sales board shown here uses CRM data. AI board creation also needs AI generation configured.
Build your reporting workspaceStart with CRM and Analytics for the sales views shown here. Add Tasks for work metrics, Inbox for customer conversations or your own CSV and XLSX datasets.
Contacts, companies and workspace access are part of every setup. CRM adds the sales layer.
The sales reports shown use CRM data. Other reports need their corresponding records or an uploaded dataset.
Leads, deals, pipelines and customer history.
Reports and dashboards for connected data sources.
Report on tasks and the team’s activity.
Explore customer communication data.
Review AI assistance for building and reading reports.
Additional modules and access are agreed separately.
Private alpha · We’ll confirm the modules, connections and pricing for your workflow.
Choose a data source, metrics, grouping, split, period and filters in the report builder. A live preview shows the result as you configure it.
Upload a CSV or XLSX file to create a report source. Workspace sources come from the modules you connect, such as CRM for deals or Tasks for work metrics.
Scheduled reports let you choose the frequency, time of day, attachment format and recipients for email delivery. You can also keep useful reports in folders and favourites.
The sales walkthrough uses CRM and Analytics. Task and conversation reports need their corresponding modules. AI dashboard generation also needs an AI setup; it is separate from importing a dataset or building a report manually.
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