Reports and Analytics Dashboard

The Evox reporting dashboard lets you design custom reports with drag and drop widget cards by picking a data source, metric, grouping, filter, and chart type. Nine pre-built dashboard cards ship ready to use, and every report exports to PDF or Excel.

How it works

You build a report in four moves: pick a data source (leads, campaigns, contacts, or deals), choose a metric (count, sum, or average), set the group by field, then add filters and select a chart type. The visual canvas updates instantly as you adjust widget cards. Reports can be saved as custom views, pinned to the workspace, or shared with teammates based on role based access controls.

Key capabilities

• Drag and drop widget canvas for building dashboards with no developer involvement.
• Data sources include leads, companies, contacts, deals, campaigns, email queue, and user activity, plus custom fields.
• Three measurement modes: count, sum, and average, with group by on any field.
• Multiple filters per report (date range, status, owner, tag, lead score, deal value, custom fields).
• Five chart types: bar, line, pie, table, and single value KPI cards.
• Nine pre-built dashboards: leads, companies, contacts, deals, email queue, SMTP health, user performance, campaign overview, and conversion tracking.
• One-click export to PDF and Excel, with shareable and pinnable saved views.

Tips