Build Reports Without Developers

Your Team Shouldn't Need a Developer Every Time Leadership Wants a New Report

Drag, drop, ship. Build the dashboards you need with the data you have. No tickets, no waiting, no compromises.

Drag-and-Drop Builder

Build dashboards without code. Drag metrics, charts, and tables onto a canvas. Same polished experience as the client profile builder.

  • Visual dashboard builder
  • Component library
  • Responsive layouts
  • Preview before publishing

[PLACEHOLDER: Screenshot of dashboard builder interface]

Live Data Tables

Embed filterable, sortable data tables with live CRM data. Pagination, row actions, and real-time updates built in.

  • Live data connections
  • Filtering and sorting
  • Pagination
  • Row-level actions

[PLACEHOLDER: Screenshot of embedded data table]

Scoped Views

Create views scoped to global, client-specific, process-specific, or program-specific contexts. The right data for the right audience.

  • Global dashboards
  • Client-specific views
  • Process-specific views
  • Program-specific views

[PLACEHOLDER: Screenshot of view scoping options]

Public Sharing

Generate shareable links for stakeholders who don't need full app access. Optional refresh intervals keep data current.

  • Shareable links
  • No login required
  • Auto-refresh intervals
  • Revocable access

[PLACEHOLDER: Screenshot of public share settings]

Key Capabilities

Metrics & Charts

KPI cards, line charts, bar charts, pie charts—all connected to live data and automatically refreshed.

Pretty URLs

Clean, bookmarkable links for process views. Share specific dashboards with direct URLs.

Stop Waiting for Custom Reports

Every report you can't build yourself is visibility you don't have. Take control.

No credit card required