Reporting
Track and monitor key metrics across your organization.
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Dashboards
Group reports onto completely configurable & customizable dashboards for instant insight.
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Dashlets
Create a mini-Dashboard (called a Dashlet!) on top of any View. Show or hide the Dashlet from the View, and include as many Widgets as you want.
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Widgets
Dashboard components to analyze trends, track key performance indicators and other various key company metrics.
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Column Chart
Vertical bars with bar heights proportionate to the value they represent along the x-axis.
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Bar Chart
Horizontal bars with bar lengths proportionate to the value they represent along the y-axis.
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Stacked Bars
Add second pivots to Bar and Horizontal Bar charts to stack and analyze a second data set, grouped in the value they represent.
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Donut Chart
Circular chart with a hole in the center, divided into sectors proportionate to the value they represent.
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Funnel Chart
Vertical funnel sectioned into slices proportionate to the value they represent.
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Pie Chart
Circular chart divided into slices proportionate to the value they represent.
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Gauge Widget
Track KPIs against targets or ranges with custom color coding.
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Number Widget
Monitor KPIs in a simple number widget or track progress against targets.
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Targets
Customize targets on Bar, Column, Gauge and Number Widgets.
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Widget Click Through
From any widget, click to view underlying data view.
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Widget Drill Down
From any widget, click a chart proportion of a widget to drill into to a pre-filtered list of records.
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Pipeline Analytics
Snapshot any material changes to your pipeline and drill into changes across any period of time.
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Multiple Pipelines
Report on and progress work across multiple pipelines for your different lines of business.
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Forecasting
View sales forecasts on a gross or weighted basis with custom, calculated weighting formulas.
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Sales Targets
Set company wide sales targets for monthly, quarterly and annual goals.
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Cycle Time Analytics
Breakdown total cycle times to stage-based cycle times across any stage-based workflow and pivot groupings by any stage, choice list, date or reference field.
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Activity Reporting
Track number of calls, emails, notes, @mentions, attachments and more by team, user, and record.
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Task Reporting
Track important, task-based metrics across your team such as cycle times analytics, tasks by owner, by project and more. Customize a task dashboard with various KPIs and metrics using FreeAgent's widgets to keep a pulse on your team's work.
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Lines Reporting
Generate reports using line items and parent records to analyze product-based metrics or anything else.
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Age Reporting
Identify problem areas through analyzing age in stage and overall age of CRM data.
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Time Based Reporting
Generate reports using time parameters from Date, Date Ago, or Date Time fields.
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Email Analytics
Track and report email open and click rates across users and templates as well as receive notifications upon a recipient opening or clicking a link or attachment.
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In-App Reporting
Instantly convert any data set in any app into a chart visualization.
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Calculated Columns
Calculate count/average/max/min/sum for currency and number fields in column headers in list and board views.
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Dot.Walking
Dot.walking allows you to add fields from any reference App to your List view. You can also Filter using dot.walked fields.
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Group By
Group By' replaces 'Pivot By' in Views. Group (up to 2 fields deep) for better organization and more calculation visibility on one page. Add subtotals too! Bar charts and other widgets use 'Group By' fields automatically.
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Pareto
Order your chart and board view layouts from most to least.
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Pivot Table
Display data in a simple table calculating values attributed to pivotable data groups.
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Scheduled Report Delivery
Automate report distribution to internal recipients or customers.
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PDF Dashboard Export
Generate PDFs of dashboards.
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Export Widgets as Image
Export widgets as JPG, PDF, PNG, SVG files.
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PDF Chart Export
Export charts and widgets in PDF format.
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CSV Import
Import data in CSV format to combine datasets from multiple databases with a few clicks.
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CSV Export
Export data in CSV format to combine datasets from multiple databases with a few clicks.
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List Layout
View records in a list view with in-list charting functionality and hover over card pop ups.
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Composite Sort
Sort by up to 3 fields to organize views with tiered sorting.
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Field Filtering
Filter by any field or multiple fields and single or multiple field values using various operators.
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Filter Operators for choice and reference fields
Filter by "Is" or "Is Not" values.
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Filter Operators for Currency and Percent Fields
Filter for values "Between" minimum and max values.
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Filter Operators for Date Fields
Filter by "After" specific date, "Before" specific date, "Between" specific dates, dynamic date "Period" and dynamic "Rolling" date periods.
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Filter Operators for Number Fields
Filter for values by "Less or Equal to", "Greater or Equal to", "Between", "Is", and "Is Not".
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Filter Operators for Text Fields
Filter for values by "Contains", "Does Not Contain", "Is", "Is Not", and "Starts With".
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XLSX Chart Export
Export charts and widgets in XLSX format.
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