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📊 Analytics & Reporting

Turn data into decisions in seconds, not

A full-featured reporting engine with 21 chart types, custom dashboards, and AI-generated insights. Ask questions in plain English and get answers backed by your data.

Replaces Tableau, Looker, Power BI

Workflows connected by Vitelligence Analytics & Reporting

Sales
Delivery
Support
Reporting
Operations
Leadership

Standalone pricing

Buy Analytics & Reporting by itself, or add it to a Vitelligence suite.

Turn cross-app operational data into insights, forecasts, and decision support.

Best for

Executives, analysts, RevOps, and operations teams

Essentials

From $15

per user/month

A focused Analytics setup for small teams that need the basics without buying the full platform.

  • Core records and views
  • Basic permissions
  • Imports and exports

Professional

Contact for range

monthly

A serious business tier for teams running Analytics as an operating workflow.

  • Automation and workflow rules
  • Advanced reporting
  • Cross-app collaboration

AI/Advanced

Custom range

monthly

Advanced AI, automation, governance, reporting, and cross-app workflows for Analytics.

  • AI summaries and recommendations
  • Higher automation allowance
  • Cross-app intelligence

Everything you need in Analytics & Reporting

Custom Dashboards

Build executive dashboards with drag-and-drop widgets. Pin KPIs, charts, and tables from any module into a single view.

  • Drag-and-drop dashboard builder with grid layout
  • Widget library: KPI cards, charts, tables, and rich text
  • Real-time data refresh with configurable intervals
  • Dashboard sharing with role-based visibility
  • Pre-built dashboard templates for common use cases
  • Full-screen presentation mode for team meetings
Custom Dashboards

Predictive Forecasting

AI models trained on your historical data generate forecasts for revenue, pipeline, headcount, and any numeric metric. See where you are heading, not just where you have been.

  • Time-series forecasting with confidence intervals
  • Seasonality detection and adjustment
  • Scenario comparison: optimistic, baseline, and pessimistic
  • Forecast accuracy tracking over time
  • Automatic model retraining as new data arrives
  • Forecasts embeddable as dashboard widgets
Predictive Forecasting

Natural Language Queries

Ask questions like "What were our top 10 deals last quarter?" and get instant visualizations. No SQL knowledge required.

  • Plain English query input with autocomplete suggestions
  • Automatic chart type selection based on data shape
  • Query history with save and share capabilities
  • Follow-up questions to refine results
  • Exportable results from any natural language query
Natural Language Queries

Cross-Module Reporting

Combine data from CRM, Projects, Accounting, and any other module into unified reports. Break down silos with cross-functional dashboards.

  • Data blending across any two or more modules
  • Unified customer view combining sales, support, and billing data
  • Project profitability reports linking time tracking to invoicing
  • Pipeline-to-revenue conversion analysis
  • Custom calculated fields and formulas
  • Report templates that pull from multiple data sources
Cross-Module Reporting

Analytics & Reporting — Frequently Asked Questions

Ready to transform your analytics & reporting?

Start with one analytics & reporting workflow and prove the value before expanding.