Command Centre

Role-based dashboards that give every team the metrics they actually need

CrmLeaf's Command Centre puts 11 role-based dashboards, configurable KPI tiles, a drag-and-drop report builder and scheduled report delivery into one analytics hub. Sales sees pipeline velocity, finance sees receivables, project managers see utilisation - each team gets its own lens on the data, with drill-through to the underlying records.

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role-based dashboards
11
role-based dashboards
chart types
7
chart types
export formats: PDF, Excel, CSV
3
export formats: PDF, Excel, CSV
drill-through on every tile
1-click
drill-through on every tile

Analytics lifecycle

From question to insight in five steps

Every KPI tile is clickable - drill through to the records behind the number.

  1. Step 01

    Pick dashboard

    Start from the dashboard built for your role

  2. Step 02

    Configure KPIs

    Choose the metric, period and comparison baseline

  3. Step 03

    Build report

    Drag in columns, filters, grouping and charts

  4. Step 04

    Save & share

    Keep a named view private or share it with the team

  5. Step 05

    Schedule delivery

    Email PDF or Excel snapshots on a cadence

What's inside

Five reporting capabilities

01

11 Role-Based Dashboards

Pre-built dashboards for Sales, Marketing, Finance, HR, Projects, Support, Inventory, Manufacturing, Executive, Operations and Custom.

  • Sales
  • Marketing
  • Finance
  • HR
  • Projects
  • Support
  • Inventory
  • Manufacturing
  • Executive
  • Operations
  • Custom
See how it works
02

KPI Tiles & Drill-Through

Configurable metric cards - revenue, deals won, utilisation %, tasks overdue - with click-through to the underlying records.

See how it works
03

Drag-and-Drop Report Builder

Drag-and-drop columns, filters, grouping and calculated fields to build the exact report you need.

See how it works
04

Saved Views & Sharing

Save filter and column combinations as named views. Keep them private or share them with your team.

See how it works
05

Scheduled Reports & Export

Email PDF or Excel snapshots on a daily, weekly or monthly schedule to the people who need them.

See how it works

In detail

How each capability works

01 / 05

11 Role-Based Dashboards

The Command Centre ships with 11 dashboards, each tuned to a specific function. Sales sees pipeline velocity and deal conversion rates. Finance sees receivables, overdue invoices and revenue by period. Project managers see task completion, budget burn and team utilisation. Every dashboard is provisioned per company, so each subsidiary or branch sees only its own data.

A global date-range picker and company/branch filter sit at the top of every dashboard, so executives can switch context without leaving the Command Centre. The Custom dashboard starts from a blank canvas where you place any KPI tile or chart you need.

How it works

  • 11 pre-built dashboards aligned to business functions
  • Per-company provisioning - each org unit gets its own dashboard set
  • A global date-range picker filters every widget at once
  • Company/branch selector for multi-entity organisations
  • A Custom dashboard for bespoke layouts with any tile or chart
  • Sales
  • Marketing
  • Finance
  • HR
  • Projects
  • Support
  • Inventory
  • Manufacturing
  • Executive
  • Operations
  • Custom
02 / 05

KPI Tiles & Drill-Through

KPI tiles are the building blocks of every dashboard. Each tile shows a single metric - revenue this quarter, deals won this month, tasks overdue, utilisation percentage, support tickets resolved - and updates as the underlying data changes. Tiles are configurable: pick the metric, the aggregation period and the comparison baseline.

Drill-through is built into every tile and chart. Click any KPI number or chart segment and CrmLeaf opens the list of records that produced that figure. From a revenue tile you land on the invoices; from a utilisation tile you land on the time logs. The insight and the source data are one click apart.

Drill-through in action

  • Click any KPI tile to see the records behind the number
  • Click a chart segment (bar, slice, funnel step) for the same drill-through
  • Filter, sort and export the drill-through list as PDF, Excel or CSV
  • Comparison baselines: previous period or the same period last year
  • Tiles resize and reorder with drag-and-drop
  • Revenue
  • Deals won
  • Utilisation %
  • Tasks overdue
  • Tickets resolved
  • Budget burn
03 / 05

Drag-and-Drop Report Builder

The report builder lets you create any report from scratch - or modify one of the built-in reports - without writing SQL or waiting for IT. Drag columns from the available fields, add filters to narrow the dataset, set grouping to organise rows by category, and add calculated fields for custom formulas.

Seven chart types - bar, line, pie, donut, stacked bar, area and funnel - let you show the same data in the format that communicates best. Switch between table and chart views in one click, and drill through from any data point to the records behind it.

Chart types

  • Bar - compare values across categories
  • Line - show trends over time
  • Pie & donut - display proportions at a glance
  • Stacked bar - compare sub-category breakdowns
  • Area - visualise cumulative totals
  • Funnel - track stage-by-stage conversion
  • Drag-and-drop columns
  • Filters
  • Grouping
  • Calculated fields
  • 7 chart types
04 / 05

Saved Views & Sharing

A saved view captures a combination of filters, columns, grouping and sort order as a named preset. Instead of re-configuring a report every Monday morning, load the saved view and the data is already sliced the way you need it. Saved views work across both the report builder and the dashboard KPI tiles.

Keep a view private, or share it with specific team members or the whole organisation. Shared views appear in a common library, so new team members start from the filters and layouts your team already trusts.

View management

  • Save any filter + column + sort combination as a named view
  • Mark a view private (only you) or shared (team or org-wide)
  • Shared views appear in a common library for easy discovery
  • Update a shared view and everyone who uses it sees the latest layout
  • Duplicate a view to create a variant without starting over
  • Named presets
  • Private or shared
  • Team library
  • Filters + columns + sort
05 / 05

Scheduled Reports & Export

Scheduled reports deliver dashboard snapshots or custom reports to the people who need them, automatically. Pick a report or dashboard, choose PDF or Excel, set a daily, weekly or monthly cadence, and add the recipients. CrmLeaf generates the snapshot at the scheduled time and emails it - no one has to log in to get the numbers.

For ad-hoc needs, every report and dashboard supports one-click export to PDF, Excel (.xlsx) or CSV. The export respects the filters and date range currently applied, so you get exactly the data you see on screen.

Scheduling options

  • Choose a daily, weekly or monthly delivery cadence
  • Select PDF or Excel format per schedule
  • Add multiple recipients - team members or stakeholders
  • Reports are generated at the scheduled time with live data
  • Ad-hoc export to PDF, Excel or CSV on any report
  • Daily
  • Weekly
  • Monthly
  • PDF
  • Excel
  • CSV

Connected across CrmLeaf

One Command Centre, every module's data

Because the Command Centre pulls from every CrmLeaf module, your dashboards and reports span CRM, projects, finance, HR, support, inventory and manufacturing - no data silos, no middleware, no manual exports.

  • CRM & SalesPipeline velocity, deal conversion, lead sources and win rates
  • Projects & TasksCompletion rates, budget burn, milestones and team load
  • Invoicing & FinanceRevenue by period, receivables ageing, collections and expenses
  • HR & UtilisationUtilisation %, leave balances, attendance and capacity
  • Support & TicketsResolution time, SLA compliance, ticket volume and satisfaction
  • Inventory & ManufacturingStock levels, BOM costs, throughput and order fulfilment

FAQ

Common questions about CrmLeaf custom reports

Dashboards, chart types, scheduling and exports - what teams ask before they retire their spreadsheets.

  • CrmLeaf ships with 11 role-based dashboards out of the box: Sales, Marketing, Finance, HR, Projects, Support, Inventory, Manufacturing, Executive, Operations and a fully Custom dashboard you configure from scratch.

Related

Explore further

Reports & DashboardsEvery report CrmLeaf ships withTime Log ReportBillable vs. non-billable hoursResource Allocation ReportsWho is booked where, and for how longTime & UtilisationTeam capacity and workload

Turn your data into decisions

Open the Command Centre, pick your dashboard, and let CrmLeaf show you the metrics that matter - with drill-through to the records behind every number.

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