Analytics & reports
The numbers, how they are counted, and reports you can build and share.
- The Analytics pageYour revenue, activity, relationship health and promises in one place — every figure explained and linked to the records behind it.
- What's workingA short written read of your period at the top of Analytics. The AI writes the sentences; KretaOS counts every number in them.
- Build a reportPick a measure, cut it by owner, stage, channel or your own fields, filter it, and open the exact records behind every number.
- Saved and shared reportsSave a report as a link that always shows today's numbers, pin it to Analytics, share it with the team, and arrange reports on dashboards.
- Scheduled reportsEmail a saved report or dashboard to teammates every Monday or on the 1st — each person gets the numbers they may see.
- The monthly report mailEarly each month KretaOS emails a summary of the month that ended, with a PDF for admins on Pro and Business.
- TargetsSet a monthly or quarterly target for the team or one person, and watch actual against target, with a pace marker, on Analytics.
- How the numbers are countedThe rules behind every figure on Analytics, in reports and in the monthly mail — so the same question always gets the same answer.