Analytics

Real-time insights for
smarter decisions.

Real-time analytics, automated lead management, and AI-powered insights -- all in one powerful, customizable dashboard built for revenue teams.

Real-time Data
50+ Widgets
AI Insights
Custom Views

Get in Touch

Fill in your details and we'll reach out shortly.

0%

Real-time data

Zero latency updates

0+

Widgets

Fully customizable

0+

Custom dashboards

Built by customers

0%

AI accuracy

Predictive insights

Capabilities

Everything a dashboard
should be.

Revenue Analytics

Track MRR, ARR, churn rate, and customer lifetime value with real-time charts, trend analysis, and cohort breakdowns that update as deals move through your pipeline.

MRR/ARR tracking with trend lines
Revenue cohort analysis
Churn rate monitoring & alerts
LTV prediction by segment

Pipeline Health

Visualize your entire pipeline in funnel, kanban, or table views. Instant health scores surface bottlenecks, stale deals, and conversion drop-offs before they hurt revenue.

Pipeline health score (0-100)
Bottleneck detection alerts
Stage conversion tracking
Deal velocity metrics

Team Performance

Leaderboards, quota attainment, activity scores, and coaching insights for every rep. Managers see who needs help and who deserves recognition -- in real time.

Individual quota tracking
Activity-based scoring
Peer benchmarking
Coaching opportunity flags

AI Predictions

Machine learning models trained on your data forecast revenue, flag at-risk deals, and recommend next-best actions. Accuracy improves weekly as your data grows.

Revenue forecast (95%+ accuracy)
At-risk deal identification
Next-best-action suggestions
Win probability scoring

Custom Widgets

Drag-and-drop widget builder with 50+ templates. Charts, tables, funnels, scorecards, maps -- arrange them your way and share with your team.

50+ widget templates
Drag-and-drop placement
Conditional formatting
Cross-widget filtering

Scheduled Reports

Automate report delivery to any inbox. Daily standups, weekly pipeline reviews, monthly board decks -- generated and delivered without lifting a finger.

Daily, weekly, monthly schedules
PDF, CSV, and interactive links
Role-based distribution lists
Conditional delivery rules

Role-Based Dashboards

Built for every role.
From boardroom to front line.

Every person in your organization sees the data they need -- and nothing they don't. Role-based dashboards ensure focus, accountability, and speed.

CEO View

Board-Ready Insights

High-level revenue trends, department performance, and forecasts. One-click export to investor-ready presentations with AI-generated executive summaries.

Company revenue & growth
Department comparisons
Quarterly forecasts
Investor-ready exports
Sales Manager View

Team Command Center

Pipeline health, team leaderboards, quota tracking, and deal-level drill-downs. Spot coaching opportunities and celebrate wins from a single screen.

Team quota attainment
Pipeline by rep
Deal stage heatmaps
Activity leaderboards
Sales Rep View

Personal Performance Hub

Your deals, your tasks, your numbers. AI-prioritized daily action list tells you exactly what to work on next to hit your quota.

Personal quota tracker
AI-prioritized tasks
Deal health alerts
Commission calculator

Live Dashboard

Your business,
at a glance.

app.leadify.ai/dashboard
JD

Revenue

+24.5%

$1.24M

Active Leads

+18.2%

3,847

Conversion

+5.2%

32.8%

Avg Deal

-2.1%

$12.4K

Sales Pipeline

$5.2M total value
New Leads
247
Qualified
183
Proposal
94
Negotiation
48
Closed Won
61

Recent Activity

New inquiry from Acme Corp

2 min

Deal #4521 moved to Won

15 min

Follow-up with TechStart due

1 hr

AI: 3 leads ready for outreach

2 hr

FAQ

Dashboard questions,
answered.

Absolutely. Create unlimited dashboards with role-based access. Each team or individual can have their own view with the widgets and data that matter to them. Templates make it easy to standardize across the org.
Leadify dashboards pull from all native CRM data plus 200+ integrations including Salesforce, HubSpot, Stripe, QuickBooks, Google Analytics, and custom APIs. Data syncs in real-time.
Our ML models achieve 95%+ accuracy for revenue forecasts after 90 days of data. Accuracy improves continuously as your dataset grows. Models are retrained weekly on your specific patterns.
Yes. Generate secure embed links for any dashboard or widget. Perfect for investor portals, client dashboards, or internal TV screens. Access is controlled via token-based authentication.
Yes. The Leadify mobile app includes full dashboard access with touch-optimized widgets. Get push notifications for metric alerts and view real-time data from anywhere.
Set up any dashboard or report for automatic delivery via email. Choose frequency (daily, weekly, monthly), recipients, format (PDF, CSV, interactive link), and conditional rules (e.g., only send if pipeline drops below $X).

Want a personalized demo?

See how Leadify dashboards work with your data. Our team will build a custom view in 15 minutes.

Book a Demo

Ready to close more
with less effort?

Join 50,000+ businesses that switched to Leadify and never looked back. Start free — no credit card, no contracts.

Start for freeTalk to sales
No credit card14-day trialCancel anytime