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Askseeevery

See what changed.
Know where to look.

Keep the numbers close to the work behind them. Bring CRM and Analytics together for a clearer sales picture, then add the sources your next decision needs.

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14 days free · Card required

The sales picture

The numbers,
close to the work.

  • Find what needs attention. Use CRM data to follow revenue, conversion, pipeline movement and the activity behind sales results.
  • Build the view you need. Choose metrics, sources and widgets. With AI generation configured, start a dashboard from a question.
  • Make the view repeatable. Save reports, organize them for your team and schedule delivery at the time you need them.
  • Bring your own data. Upload CSV or XLSX datasets as report sources, beside the modules you connect.
Question to view · real screens

From a business question
to a view you can use.

The screens behind one sales review — the question, the board the team returns to and the builder that reshapes it.

01
Ask AI

Start with the question behind the meeting.

With AI generation configured, describe the sales view you need — then review the proposed metrics and charts before accepting the board.

Start with the question behind the meeting.
Actual AI request in the board builder · before generation
02
Saved board

Bring the answer into the sales meeting.

The saved Weekly sales pulse board brings revenue, deals won, win rate and average deal size together with the deal funnel and wins by rep.

Bring the answer into the sales meeting.
Actual saved board · built from the Sales template · demonstration records
03
Report builder

Make the view answer your next question.

Choose the source, measures, grouping, period and filters while a live preview shows the result beside the controls.

Make the view answer your next question.
Actual report builder · demonstration records and configuration
Beyond the board

Understand the pipeline.
Move the next deal.

Your sales data already has a home in CRM. Keep reporting alongside the customer records, owners and opportunities the team works with every day.

Deal pipeline behind the sales numbers
Actual deal pipeline · demonstration workspace

The records behind the numbers.

Every revenue and conversion figure on this page comes from CRM records — deals, stages, owners and activity your team already keeps.

Explore CRM →
Invoice workspace feeding budget and payment figures
Actual invoice · demonstration data · draft, not issued

The money beside the picture.

Connect ERP to keep invoices, payments and budget vs. actuals in the same workspace as the sales views the team reviews.

Explore ERP →
Your own datasetsUpload a CSV or XLSX file as a report source, next to workspace sources from the modules you connect — CRM for deals, Tasks for work metrics.
Keep the team informedA saved report library with folders and favourites, KPI formulas, record tables, exports and scheduled email delivery.
Good to know

A few things
to know.

For plans and billing see the pricing questions; everything else is in the main FAQ.

Can we build reports around our own metrics?
Choose a data source, metrics, grouping, split, period and filters in the report builder. A live preview shows the result as you configure it.
Can we bring in data from outside Nextora?
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.
Can reports arrive on a schedule?
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.
What is needed for the views on this page?
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.
Start with the picture

Bring a clearer picture
to the next decision.

Start 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.

Start free trialBook a demo

14 days free · Card required