ANA
Analytics & Reporting
Dashboards that build themselves. Reports that matter.
Dashboard builder, report builder, AI-powered analytics. Live data, pretty defaults.
3
pages
14+
capabilities
status
How it connects
- →Pulls live data from CRM, Service, Marketing, Commerce in every chart
- →Report scheduler emails CSV reports on daily/weekly/monthly cadence
- →Dashboard widgets backed by live DB queries on every page load
- →Copilot can query metrics and visualise them conversationally
Every page, every feature.
3 pages in this module.14+ capabilities total.
KPI Overview
/analytics/overviewFeatures
- ✓4-module KPI grid: CRM (pipeline, contacts, deals won, win rate), Service (open/urgent/resolved, CSAT), Marketing (campaigns, open rate, social), Commerce (revenue, outstanding, overdue)
- ✓Sparkline charts (Recharts): new contacts/month, deals closed/month, tickets opened/month, revenue bar chart — last 6 months
- ✓30-day summary panel: new contacts, deals won, tickets resolved, quotes accepted
How it connects
Overview data is the live aggregate view of all modules. Copilot uses these same metrics as its real-time context when answering questions.
Dashboard Builder
/analytics/dashboardsFeatures
- ✓Create unlimited dashboards — set one as default
- ✓16 pre-defined data sources across 4 chart types: Metric, Bar, Line, Pie
- ✓Drag-and-drop widget reorder — optimistic UI, persisted via sortOrder
- ✓Add Widget drawer: title, data source, width (1–3 cols), height (1–2 rows)
- ✓Real Recharts charts backed by live DB data
- ✓Delete widget with hover-reveal ✕ button
How it connects
Dashboards can include widgets from any module — CRM pipeline, ticket queues, invoice revenue, campaign performance. All in the same view.
Report Builder
/analytics/reportsFeatures
- ✓7 report types: CRM Contacts, CRM Deals, CRM Activities, Service Tickets, Marketing Campaigns, Commerce Invoices, Commerce Quotes
- ✓Column multi-select (toggleable chips), groupBy field, chart type picker
- ✓Report runner executes query on page load — up to 500 rows
- ✓Recharts Bar / Line / Pie chart rendered above data table when groupBy + chartType set
- ✓Re-run button (↻) refreshes server component
- ✓Report scheduler: DAILY / WEEKLY / MONTHLY email delivery via BullMQ worker
How it connects
Report data is queryable across all modules. Scheduled reports are emailed via Resend and logged in the Admin audit trail.
How Analytics & Reporting connects to the rest of Sentinel
Because every capability shares the same data, Analytics & Reporting works better when the rest of your team is in Sentinel too.
AI Engine
Ask any question across any dataset. Get an answer, not a chart maze.
CRM Engine
Sales team's numbers live-update as deals move.
Commerce & Quoting
Revenue, AR, and cash-flow charts pull from the invoice ledger.
See Analytics & Reporting in action.
20-minute walkthrough customised to your team. Or start a 14-day free trial right now.