Overview
The BI module adds dashboards, KPI tracking, and advanced reporting on top of any installed dForge modules. See your business metrics in one place.
Dashboards
Build dashboards by combining widgets: charts, tables, counters, and gauges. Each user or role can have different default dashboards. Widgets pull data from any entity across installed modules.
KPI Tracking
Define KPIs with targets, thresholds, and calculation formulas. Track KPI values over time. Visualize trends and alert when thresholds are crossed.
Reporting
Create report templates with filters, grouping, and calculated columns. Schedule reports for automatic generation and delivery. Export to CSV or PDF.
Cross-Module Analytics
Query data across CRM, Finance, WMS, HR, and any other installed modules. Build unified views that combine sales pipeline data with financial actuals, or HR headcount with department budgets.