CRM analytics built from your team's own records

CRM analytics is only as good as the records behind it. When reports are built from exports pasted into a spreadsheet, they are out of date by the time they are shared, and nobody trusts the numbers in the meeting. DigiPix Flow's analytics read the same records your team works in, so the figures in a review are the figures on the board.

The home dashboard shows new leads compared with the week before, open pipeline value with a snapshot by stage, the tasks due today and your 30-day win rate, each scoped to what the person looking is allowed to see.

Reports cover leads by source and pipeline by stage. Save the ones you use, put them on a daily, weekly or monthly schedule, and export a CSV in one click when someone outside the CRM needs the numbers.

Segments turn a filter into something reusable: build a dynamic segment once and use it in workflow conditions, scoring, assignment rules and consent-checked campaigns. Saved views keep the lists your team opens every day, and they run with the permissions of whoever opens them, so a shared view never shows a record its viewer should not see. Global search with advanced filters finds any record in between.

Nothing here needs a separate BI tool to be useful. On a Monday morning a sales lead can open the dashboard, check which sources brought last week's leads, see how the pipeline moved stage by stage and export the one report the owners ask for — all from the records the team updated as it worked, with no copying in between and no second version of the truth. Every figure traces back to records a person can open.

The 30-day win rate on the dashboard comes from the deals your team actually closed in that time, so it moves with the work rather than with a figure someone types into a slide. Open pipeline value works the same way: it is the sum of the open deals on the board, by stage, as they stand.