What is DashboardGPT's role as CrmLeaf's analytics & insights partner?

DashboardGPT gives CrmLeaf customers a way to explore their CRM data by asking questions in plain English instead of building reports. Teams bring data exported from CrmLeaf - deals, tickets, projects or payroll - and get charts and written explanations back. CrmLeaf remains the system of record; DashboardGPT is where that data gets explored.

Does DashboardGPT replace CrmLeaf's built-in reports?

No. CrmLeaf's own dashboards and reports cover day-to-day pipeline, project and payroll reporting. DashboardGPT is for open-ended questions - the follow-up analysis that would otherwise mean exporting to a spreadsheet and building charts by hand.

What data can DashboardGPT work with?

Start with a CSV or Excel file in seconds, and connect a warehouse when you're ready for the whole picture. Columns are profiled into dimensions, measures and time grains, so questions resolve to the right fields without configuration.

Who holds the AI key and the data?

You do. Use your organisation's own AI provider credentials - model usage is billed to your account, and keys are held encrypted and can be rotated or revoked by an administrator at any time. Every workspace is a separate tenant. DashboardGPT describes itself as an early-stage product and doesn't claim compliance certifications yet.

ANALYTICS & INSIGHTS PARTNER

DashboardGPT

Talk to your data. See the answers. DashboardGPT turns questions asked in plain language into charts, numbers and written insights on an infinite canvas. As CrmLeaf's analytics & insights partner, it gives CrmLeaf customers a way to explore their CRM data by asking questions instead of building reports.

Visit dashboardgpt.org →← Back to Partners

10 sec

From CSV upload to dashboard

0 SQL

No field pickers, no chart builder

BYOK

Bring your own AI key

Superset

A proven analytics engine underneath

One Workspace, Whatever the Question Is About.

Bring a CrmLeaf export and ask the question behind the report - CrmLeaf's own dashboards still cover day-to-day reporting.

Sales analytics

Pipeline, bookings and quota attainment from your CrmLeaf deals export. Ask: “Which regions are behind plan this quarter?”

Operations

Throughput, fulfilment and service levels from tickets and projects, with the outliers called out. Ask: “Where did fulfilment time get worse last month?”

Financial analysis

Revenue, margin and spend, reconciled from invoice and payroll exports. Ask: “Show gross margin by product line, quarter over quarter.”

Not a replacement for CrmLeaf reports

Routine dashboards stay in CrmLeaf. DashboardGPT is for the open-ended analysis that sits beyond them.

Everything the Workspace Does.

Natural language

No SQL, no drag-and-drop field wells. Questions and follow-ups are written the way you'd ask a colleague - and when the answer is an explanation, you get an explanation, with the numbers it was drawn from.

An infinite canvas, not another dashboard grid

Every chart, metric, table and insight is a node you can move, resize, duplicate or delete. Nothing is locked into a grid someone else designed.

Follow-ups that know what you're pointing at

The selected node, the active filters and the conversation so far are all part of the next question, so an investigation accumulates instead of resetting.

Superset-powered analytics

Query execution and chart rendering are built on Apache Superset, so the engine underneath is a proven analytics stack.

Four Steps, and Only One of Them Is Yours.

Most of the work in BI happens before you learn anything. DashboardGPT does that part for you.

Bring your data

Upload a CSV or Excel file - such as a CrmLeaf export - or connect the warehouse you already use.

Ask questions

Ask in plain language. No SQL, no field pickers, no chart builder.

AI analyses

The query runs, the result is checked, and the right visualisation is chosen for it.

Explore visually

Every answer lands on an infinite canvas you can rearrange, extend and follow up on.

Your Data Stays Yours.

DashboardGPT is an early-stage product and says so - it doesn't claim compliance certifications it hasn't earned yet.

Tenant isolation

Every workspace is a separate tenant. Datasets, canvases and conversations are scoped to the workspace that created them.

Customer-owned AI keys

Keys are held encrypted, used only to serve your workspace's requests, and can be rotated or revoked at any time.

Secure data processing

Uploads are transferred over TLS and stored encrypted at rest. Only the aggregated result needed to answer a question is returned.

Access control

Workspace roles determine who can connect data, run analysis and share canvases.

Why CrmLeaf Partners with DashboardGPT.

QUESTIONS, NOT REPORT REQUESTS

Managers who would otherwise ask an admin for a new report can ask DashboardGPT directly and get an answer with an explanation.

NO SPREADSHEET DETOUR

Exports from CrmLeaf go straight into a workspace built for analysis, instead of into a spreadsheet where charts are built by hand.

CUSTOMER-CONTROLLED AI

Bring-your-own-key and tenant isolation keep control of the AI provider and the data with the customer.

FAQ

Common Questions.

What CrmLeaf customers and partners ask about this relationship.

Feature and security details on this page reflect publicly stated information on dashboardgpt.org at the time of writing and may change. DashboardGPT describes itself as an early-stage product; confirm current capabilities directly with DashboardGPT before relying on them.

Ask your data a question.

DashboardGPT is one of six named partners and products in CrmLeaf's directory - see the rest of the ecosystem.

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